交易发起分析师 — 经纪人与业主来源
Deal Origination Analyst — Broker & Owner Sourcing
职位名称：交易来源分析师 —— 经纪人与业主开发
地点：100% 远程；候选人必须位于美国或加拿大，并且在北美工作时间可用
雇佣类型：全职
薪资：7万美元至8.5万美元的年薪，根据能力和经验，另加最高1.5万美元的年度绩效奖金
Everis 正在招聘一名早期职业分析师，以建立我们可能收购的业务管道。你将研究市场和公司，与经纪人建立关系，联系业主，评估机会，进行初步分析，并将最优质的交易交给我们的收购团队，附上清晰的说明。
这是一项来源和关系管理岗位，不是传统的投行岗位。你的主要职责是高质量的交易来源。你将参与评估、尽职调查和交易，但交易团队负责复杂的建模、尽职调查、谈判和执行。
为什么加入 Everis
- 直接参与收购策略，了解一个项目如何成为真正的机会。
- 与经纪人、顾问、创始人和业主交流，学习什么使一家企业具有吸引力，以及为什么业主会出售。
- 研究不同行业，使用现代 AI 和来源工具，快速承担职责，并逐步扩展到更广泛的收购职责。
关于 Everis
Everis 是一家软件控股公司，年 recurring revenue 为 2700 万美元。我们从创建它们的创始人手中购买 B2B SaaS 公司，并永久保留。我们使用自有资金投资，并且不受基金退出时间表的压力。我们的远程团队加强了整个投资组合中的工程和产品、定价、市场进入、留存、营收运营和后台系统。
你将从事的工作
经纪人和中介关系
- 寻找并建立与相关经纪人、顾问、市场平台和其他交易来源的关系。
- 保持定期联系，了解他们即将上市的交易，并持续跟进。
- 根据 Everis 的标准筛选经纪人和市场平台的交易，并快速展示最优质的交易。
业主开发和接触
- 建立符合我们标准的公司和业主的目标列表。
- 找到并验证决策者联系方式，然后通过电话、邮件、LinkedIn、推荐和其他相关渠道进行深入接触。
- 进行初步对话，了解每位业主的目标，并在可能需要较长时间的周期中专业地跟进。
研究和评估
- 了解每家公司的具体情况
查看英文原文
Job title: Deal Origination Analyst — Broker & Owner Sourcing
Location: 100% remote; candidates must be based in the United States or Canada and available during North American business hours
Employment: Full-time
Salary: US$70,000–$85,000 base salary, plus an annual performance bonus of up to US$15,000, depending on ability and experience.
Everis is hiring an early-career analyst to build the pipeline of businesses we may acquire. You will research markets and companies, build relationships with brokers, contact owners, qualify opportunities, do initial analysis, and hand the strongest deals to our acquisition team with clear notes.
This is a sourcing and relationship role, not a traditional investment-banking role. Your main responsibility is high-quality deal flow. You will see evaluation, diligence, and transactions, but the deal team owns complex modelling, diligence, negotiation, and execution.
WHY JOIN EVERIS
- Work directly on acquisition strategy and see how a lead becomes a serious opportunity.
- Speak with brokers, advisers, founders, and owners while learning what makes a business attractive and why owners sell.
- Research varied industries, use modern AI and sourcing tools, take ownership quickly, and grow into broader acquisition responsibilities.
ABOUT EVERIS
Everis is a software holding company with $27 million in annual recurring revenue. We buy B2B SaaS companies from the founders who built them and keep them permanently. We invest our own capital and operate without the pressure of a fund exit timeline. Our remote team strengthens engineering and product, pricing, go-to-market, retention, revenue operations, and back-office systems across the portfolio.
WHAT YOU’LL WORK ON
BROKER AND INTERMEDIARY RELATIONSHIPS
- Find and build relationships with relevant brokers, advisers, marketplaces, and other deal sources.
- Stay in regular contact, understand what they have coming to market, and follow up consistently.
- Screen brokered and marketplace opportunities against Everis’s criteria and surface the strongest ones quickly.
OWNER SOURCING AND OUTREACH
- Build targeted lists of businesses and owners that may fit our criteria.
- Find and verify decision-maker contacts, then run thoughtful outreach by phone, email, LinkedIn, referrals, and other relevant channels.
- Hold initial conversations, understand each owner’s goals, and follow up professionally over what may be a long cycle.
RESEARCH AND QUALIFICATION
- Understand what each business does, how it makes money, who its customers are, and what makes it defensible.
- Gather high-level information on revenue, profit, growth, recurring revenue, customer concentration, owner involvement, asking price, sale motivation, and timing.
- Assess fit, prepare short opportunity briefs and notes, and coordinate a clean handoff to the deal team.
PIPELINE OWNERSHIP AND IMPROVEMENT
- Keep the acquisition CRM accurate, including contacts, source, stage, notes, next action, financial snippets, risks, and follow-up dates.
- Track outreach, responses, meetings, qualified opportunities, handoffs, and funnel progression. Provide concise weekly reporting.
- Use evidence and AI tools to improve research, outreach, recordkeeping, and the sourcing methods that produce the best opportunities.
WHAT WE’RE LOOKING FOR
- Evidence of exceptional ability through one specific, verifiable accomplishment with unusual difficulty, selectivity, or impact—and a clear explanation of what you personally contributed.
- Alternatively, direct acquisition experience that includes all three: analysing small or mid-sized SaaS or mobile-app businesses, judging their attractiveness as acquisition targets, and engaging owners or founders about acquisition fit or motivations.
- Strong research and commercial judgment, with the ability to understand unfamiliar businesses and communicate credibly with brokers, advisers, owners, and founders. You are smart, curious, and able to learn quickly.
- Excellent spoken and written communication. You are comfortable making cold calls, sending outbound messages, hearing no, and following up consistently without relying on finance jargon.
- Highly organized, reliable, proactive, and resilient. You maintain accurate notes, follow through on commitments, handle confidential information with integrity, and work effectively without constant supervision.
- Comfortable using spreadsheets, CRM systems, research databases, and AI tools, with basic financial and commercial literacy or the ability to learn quickly.
This role is designed for candidates with zero to three years of professional experience. Prior acquisition or sales experience is not required when a candidate demonstrates exceptional ability. Generic sales results, outreach volume, list building, financial modelling, credentials, or employer prestige do not establish a strong match on their own.
WHAT WE OFFER
- US$70,000–$85,000 base salary plus an annual performance bonus of up to US$15,000.
- 100% remote work from the United States or Canada.
- Direct exposure to founders, brokers, owners, and real acquisition opportunities.
- Meaningful responsibility early, with a path into senior deal origination, acquisitions, or broader operating work.
If you want to learn how great businesses are found and directly help build Everis’s acquisition pipeline, we’d like to hear from you.