Strategic Acquisition Outreach Specialist
hace 2 semanas
We are seeking a highly skilled Acquisition Outreach Analyst to join our team at Juleshq. As a key member of our acquisition team, you will be responsible for developing a pipeline of service business owners ready to sell.
The ideal candidate will possess M&A or private equity experience, including strong analytical skills to evaluate business opportunities before engaging company leadership. This role involves conducting outreach campaigns via email, phone, and LinkedIn to prequalify leads, ensuring alignment with company Ventures' acquisition strategy.
Key Responsibilities:
- Research and identify HVAC, plumbing, electrical, roofing, and property management companies with positive EBITDA.
- Build and maintain a database of business owners of retirement age using online directories, LinkedIn, trade associations, and business databases.
- Conduct preliminary financial analysis by evaluating P&L, balance sheet, and income statements to assess profitability, risks, and operational performance.
Outbound Campaigns & Lead Qualification:
- Develop and execute personalized email, phone, and LinkedIn campaigns to engage target business owners.
- Use financial insights to tailor outreach messages, demonstrating company ́s ability to offer fair valuations and smooth transitions.
- Assess business owner interest, readiness to retire, and alignment with acquisition criteria.
Collaboration & CRM Management:
- Coordinate with company ́s acquisition and due diligence teams to transition high-potential leads.
- Track all outreach activities, responses, and status updates in Salesforce.com or similar CRMs.
Key Qualifications:
- 3+ years in M&A, private equity, investment banking, or business development.
- Experience in evaluating business opportunities, analyzing financial statements, and assessing risks.
- Familiarity with commercial service industries (HVAC, plumbing, electrical, roofing, or property management) is preferred.
Skills:
- Strong financial modeling and analytical abilities with experience in P&L, income statement, and balance sheet analysis.
- Proficiency in Salesforce.com or similar CRM tools to manage outreach activities.
- Excellent written and verbal communication skills to engage business owners and build rapport.
Personal Traits:
- Persistent and self-motivated with a goal-oriented mindset.
- Detail-oriented with strong business acumen and analytical thinking.
- Comfortable handling rejection and objections in professional outreach.
Benefits:
- Competitive salary with performance-based bonuses.
- Flexible remote work environment.
- Opportunity to grow with a fast-moving acquisition team.
About Us:
Juleshq is a strategic acquisition entity focused on acquiring essential service businesses—HVAC, plumbing, electrical, roofing, and commercial property management. We specialize in identifying businesses with predictable recurring revenue and seamless integration opportunities.
Job Summary:
We are seeking an Acquisition Outreach Analyst to develop a pipeline of service business owners ready to sell. The ideal candidate will possess M&A or private equity experience, including strong analytical skills to evaluate business opportunities before engaging company leadership.
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