Operating Partner (M&A)

Organization: Confidential (Next-Generation Acquisition Platform) Reports to: Lead Operating Partner Location: Remote (U.S.-based preferred) Compensation: Commission-based Commitment: 3-month minimum

Overview

Our client is building a next-generation platform for acquisition entrepreneurs, connecting capital, coaching, and deal flow for small business and lower-middle-market transactions. As an Operating Partner, you will work directly under the Lead Operating Partner to support clients through the entire M&A lifecycle, from sourcing and identifying quality deals to final execution.

Key Responsibilities

Deal Sourcing & Analysis

• Manage a workload of deals and drive them through to closing/completion.
• Utilize internal databases and external sites to match opportunities with specific client investment theses.
• Evaluate deal financials to ensure solid performance and soundness.
• Maintain detailed deal sheets for every client, tracking all presented and decisioned opportunities.

Client Management & Communication

• Establish and manage a consistent meeting cadence with assigned clients.
• Ensure all client data and deal sheets are clear and up to date.
• Log all communication activity in the CRM to maintain accurate pipeline visibility.
• Liaise with the M&A team and lenders to ensure deal progression.

Due Diligence

• Perform initial due diligence and deal reviews on behalf of clients.
• Review CIMs, financial statements, and related documents.
• Depending on the client structure, there may be opportunities to stay on and operate the business post-acquisition.

Skills & Qualifications

• Analytical Rigor: Excellent research skills and the ability to evaluate financial documents.
• Client Relations: Strong verbal/written communication and client management skills.
• Technical Proficiency: Comfortable with Excel/Google Sheets and CRM tools (e.g., HubSpot, GoHighLevel, Airtable, or ClientManager.io).
• Traits: Self-motivated, resourceful, and highly detail-oriented.
• Experience: Prior M&A or finance experience is helpful but not required; we value work ethic and curiosity.

Training & Support

New partners receive onboarding training covering our deal sourcing and due diligence processes, tracking tools, and finance checklists.

How to Apply

To apply, please use the link provided or book a screening call directly with Michael Garrett.

Schedule Screening Call

Email:Michael@zensho.co.