Executive Assistant – Buy-Side M&A Deal Coordination (NDAs, Tracking, Scheduling)

SP Ventures is looking for an M&A Outreach Coordinator to help build and manage our proprietary deal pipeline. This person will be responsible for identifying acquisition opportunities, contacting brokers and investment bankers, managing NDA execution, requesting CIMs, organizing deal materials, and keeping our pipeline moving.

We are focused on acquiring and building high-quality businesses across consumer, healthcare, services, and other fragmented markets. This role is ideal for someone who is organized, persistent, detail-oriented, and comfortable communicating professionally with brokers, bankers, founders, and intermediaries.

Responsibilities:

• Source new acquisition opportunities through brokers, investment banks, online marketplaces, industry lists, and direct outreach

• Reach out to brokers, IBs, founders, and intermediaries to introduce SP Ventures and request deal materials

• Coordinate NDA execution and maintain a clean record of signed NDAs

• Request, collect, and organize CIMs, teasers, financials, and other diligence materials

• Maintain and update our live M&A pipeline tracker with deal status, broker contact info, EBITDA, revenue, asking price, industry, geography, and next steps

• Follow up consistently with brokers and bankers to keep deal flow active

• Prepare short deal summaries for internal review

• Help schedule intro calls and broker meetings

• Keep Google Drive / data rooms organized by deal

• Support the team with basic market research and target list building

Requirements:

• 1-3+ years of experience in M&A, private equity, investment banking, business brokerage, sales, deal sourcing, or a similar role

• Strong written communication skills and professional email etiquette

• Highly organized and able to manage many conversations at once

• Comfortable using Google Sheets, Google Drive, CRM tools, and email outreach systems

• Able to understand basic business metrics such as revenue, EBITDA, SDE, margins, valuation multiples, and asking price

• Persistent without being pushy

• Detail-oriented with strong follow-up habits

• Comfortable handling confidential information and NDA processes

Nice to Have:

• Experience working with business brokers, lower middle market M&A, or private equity deal sourcing

• Familiarity with CIMs, teasers, LOIs, NDAs, and data rooms

• Experience sourcing deals in healthcare, consumer, services, e-commerce, home services, or B2B services

• CRM or pipeline management experience

What Success Looks Like:

• New broker and IB relationships are created weekly

• Qualified deals are added to the pipeline consistently

• NDAs and CIM requests are handled quickly and accurately

• Deal files are organized and easy for the investment team to review

• Follow-ups happen without deals falling through the cracks

Compensation:

Competitive base compensation with potential performance bonuses tied to qualified deal flow, signed NDAs, received CIMs, and closed opportunities.

Executive Assistant – Buy-Side M&A Deal Coordination (NDAs, Tracking, Scheduling)