Overview
M&A Deal Origination & Business Development Lead Jobs in Greater Boston at Roundtable Strategy Advisors
Title: M&A Deal Origination & Business Development Lead
Company: Roundtable Strategy Advisors
Location: Greater Boston
Company Overview
Roundtable Strategy Advisors is a CFO-led advisory and technology firm operating at the intersection of M&A, financial strategy, and AI-driven business transformation. We work directly with founders, private equity firms, and executive teams to drive transactions, optimize operations, and scale companies with precision.
Our team brings deep experience across 50+ M&A transactions, financial transformation initiatives, and complex strategic engagements across industries including SaaS, manufacturing, healthcare, and technology.
We are not a traditional advisory firm. We operate as hands-on partners in both deal execution and post-transaction value creation, combining financial expertise with real operating experience.
Why This Role Exists
We are actively expanding our deal origination and transaction pipeline and are looking for a high-performing individual to help source, develop, and advance M&A opportunities.
This role is built for someone who understands that deal flow is the lifeblood of M&A—and knows how to create it.
You will work directly with firm leadership to:
- build relationships with founders, investors, and intermediaries
- identify actionable opportunities
- move deals from initial conversation to active transaction
Role Overview
This is a hybrid role based in the Greater Boston area with flexibility for remote work.
You will be responsible for driving M&A pipeline development while also supporting the early-stage evaluation of opportunities.
Core responsibilities include:
- Sourcing and originating M&A opportunities through direct outreach, network development, and relationship management
- Building and maintaining relationships with founders, private equity firms, investment banks, and advisors
- Identifying strategic acquisition targets aligned with client and firm investment theses
- Supporting initial deal evaluation, including high-level financial and market analysis
- Coordinating with internal leadership on deal prioritization and go/no-go decisions
- Assisting in positioning opportunities for clients, investors, and strategic partners
This is not a back-office role. You will be expected to operate externally, proactively, and with ownership over pipeline generation.
What Success Looks Like
Success in this role is defined by:
- Consistent sourcing of qualified deal opportunities
- Development of a strong, actionable pipeline
- Expansion of relationships across founders, PE firms, and intermediaries
- Direct contribution to live transactions and closed deals
Qualifications
We are looking for someone who operates with both commercial instinct and financial fluency.
Key qualifications:
- Experience in M&A, investment banking, private equity, corporate development, or transaction advisory
- Demonstrated ability to source opportunities or build relationships in a deal-driven environment
- Strong understanding of financial statements and basic deal economics
- High level of ownership, initiative, and comfort operating in a fast-moving environment
- Strong communication and relationship-building capabilities
Preferred:
- Experience working with founders, investors, or intermediaries
- Exposure to due diligence, deal structuring, or transaction execution
- Background in finance, business, or a related field (MBA or advanced degree is a plus)
Why Join RoundTable Strategy Advisors
- Direct exposure to active M&A transactions and strategic engagements
- Opportunity to work alongside experienced operators with deep deal experience
- Access to a growing network of founders, investors, and strategic partners
- A role with real impact on deal flow, revenue, and firm growth
Final Note
This role is designed for individuals who want to be in the flow of deals—not adjacent to them.
If you are looking for a structured, passive environment, this is not the right fit.
If you want to build relationships, source opportunities, and play a direct role in transactions, we should talk.