What are the responsibilities and job description for the Business Development Associate position at STOC Advisory?
Business Development Associate
Location: Nashville, TN; Dallas, TX; Minneapolis, MN; or Baltimore, MD
Employment Type: Full-time, with flexible remote work options
About STOC Advisory
Founded in 2020, STOC Advisory is a premier M&A advisory firm specializing in accounting, finance, and operations. With offices located in Baltimore, MD, Minneapolis, MN and Dallas, TX, STOC has earned a national reputation as a trusted partner to its clients, successfully closing over 1,000 transactions in the dynamic middle-market since inception. At STOC Advisory, we partner with clients to deliver value through strategic alignment and actionable insights that ensure the successful execution of their investment thesis. Our comprehensive service offerings include Transaction Advisory (TAS), Corporate Development Support (CDS), and Growth-Enablement Services (GES). By leveraging our extensive experience and client-centric approach, we empower private equity firms, strategic acquirers, and growth-oriented businesses to achieve transformative outcomes. Visit our website at www.stocadvisory.com to learn more about our impact and services.
Position Overview
STOC Advisory is seeking a Business Development Associate to join our dynamic deal team, focusing on buy-side M&A initiatives. In this role, you’ll represent leading private equity firms and strategic acquirers, driving high-impact outreach through cold-calling and targeted email campaigns to source and secure acquisition opportunities.
This is a unique opportunity to gain hands-on experience in a fast-paced, results-driven environment, collaborating with top-tier clients and building a robust pipeline of M&A prospects. If you’re ambitious, thrive in a target-oriented setting, and are eager to grow your career in financial services, we want to hear from you!
Responsibilities of Role & Impact
- Execute high-volume outbound strategies, including cold-calling and email campaigns, to engage potential acquisition targets and generate high-quality leads.
- Lead deal origination efforts by conducting market research, prospecting, and building a pipeline of opportunities for private equity and strategic buyers.
- Support end-to-end buy-side M&A processes, working directly with the client and Target.
- Build and maintain long-term relationships with private equity firms, investment banks, acquisition targets, industry influencers, and other key decision-makers.
- Leverage CRM tools to track progress, refine sourcing strategies, and develop compelling pitch materials.
- Stay ahead of market trends and sector-specific insights to inform origination strategies and contribute to strategic deal discussions.
Required Qualifications
- Bachelor's degree
- Minimum one year of professional work experience, preferably in a client-facing or business development role.
- Exceptional communication skills that embodies professionalism, with advanced phone skills for cold-calling, objection handling, and rapport building.
- Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment.
- Strong interpersonal skills, a results-driven mindset, and adaptability to thrive in a target-oriented setting.
- Must be located in the United States and based in one of the following markets: Nashville, TN; Dallas, TX; Minneapolis, MN; or Baltimore, MD
Preferred Qualifications
- Background in financial services or sales training.
- Proven success in sales, business development, or lead generation, with a track record of hitting targets.
- Knowledge of M&A processes (deal structuring, valuation, market dynamics).
- Proficiency in CRM tools, Microsoft Office Suite, and data analysis platforms.
- Enthusiasm for networking at industry events or conferences.
Why STOC Advisory?
- Hands-On M&A Exposure: Work on the full lifecycle of buy-side M&A deals, from sourcing to closure.
- Career Growth: Receive dedicated mentorship, continuous training, and opportunities to advance within the firm or broader financial services industry.
- High-Impact Collaboration: Partner with top-tier private equity firms and strategic acquirers on transformative transactions.
- Supportive Culture: Join a collaborative, innovative team that values work-life balance and professional development.
- Competitive Compensation: Enjoy a base salary, performance-based bonuses, and comprehensive benefits (health, dental, 401(k) match, and more).
- Flexibility: Work remotely within specified U.S. markets, with occasional travel for client meetings or events.
Ready to Drive Deals and Build Your Career?
If you’re passionate about M&A and excel at cold-calling, relationship-building, and strategic outreach, apply today to join STOC Advisory’s business development team!