Deal Origination Analyst — Broker & Owner Sourcing

Job title: Deal Origination Analyst — Broker & Owner Sourcing

Location: 100% remote; candidates must be based in the United Kingdom, 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 or transferable acquisition experience that includes analysing acquisition targets, judging their attractiveness, and engaging or negotiating with owners, founders, brokers, or advisers. Investment-analyst experience is relevant when it demonstrates these capabilities; explicit SaaS or mobile-app experience is preferred but not required.

• 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. Lack of explicit SaaS or mobile-app experience is not disqualifying when transferable acquisition analysis, target judgment, and owner, founder, or broker engagement are clear. 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 Kingdom, 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.