Deal Origination Analyst

Responsibilities

• Identify, research, and engage potential acquisition or investment opportunities aligned with firm criteria
• Conduct outbound outreach via email, phone, and LinkedIn to connect with business owners and intermediaries
• Qualify opportunities through discovery conversations to understand business fundamentals and fit
• Schedule and support introductory meetings between prospective opportunities and internal stakeholders
• Own and refine sourcing strategies, including target lists and messaging
• Maintain organized and up-to-date pipeline tracking and reporting

Requirements

• 1+ year of experience in sales, business development, recruiting, or similar outreach-heavy roles
• Demonstrated experience and results in high-volume cold calling
• Strong communication skills and ability to build trust with stakeholders
• High emotional intelligence for navigating nuanced conversations
• Motivation to work in a team focused on sourcing and evaluating new opportunities

About the Company

Heritage Holding is a firm focused on identifying and acquiring high-quality businesses to drive long-term growth.