M&A Deal Origination & Business Development Lead

Company OverviewRoundtable 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 ExistsWe 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 intermediariesidentify actionable opportunitiesmove deals from initial conversation to active transactionRole OverviewThis 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 managementBuilding and maintaining relationships with founders, private equity firms, investment banks, and advisorsIdentifying strategic acquisition targets aligned with client and firm investment thesesSupporting initial deal evaluation, including high-level financial and market analysisCoordinating with internal leadership on deal prioritization and go/no-go decisionsAssisting in positioning opportunities for clients, investors, and strategic partnersThis is not a back-office role. You will be expected to operate externally, proactively, and with ownership over pipeline generation.What Success Looks LikeSuccess in this role is defined by:Consistent sourcing of qualified deal opportunitiesDevelopment of a strong, actionable pipelineExpansion of relationships across founders, PE firms, and intermediariesDirect contribution to live transactions and closed dealsQualificationsWe 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 advisoryDemonstrated ability to source opportunities or build relationships in a deal-driven environmentStrong understanding of financial statements and basic deal economicsHigh level of ownership, initiative, and comfort operating in a fast-moving environmentStrong communication and relationship-building capabilitiesPreferred:Experience working with founders, investors, or intermediariesExposure to due diligence, deal structuring, or transaction executionBackground in finance, business, or a related field (MBA or advanced degree is a plus)Why Join RoundTable Strategy AdvisorsDirect exposure to active M&A transactions and strategic engagementsOpportunity to work alongside experienced operators with deep deal experienceAccess to a growing network of founders, investors, and strategic partnersA role with real impact on deal flow, revenue, and firm growthFinal NoteThis 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.