Sunbelt business advisors named among “Best Places to Work”


Interested in one of the careers below?
Send us your resume at web@sunbeltmidwest.com 


Sunbelt Business Advisors
Business Broker  

Division:  Mainstreet
Reports to: Sales Manager
Compensation: $250,000-$500,000

Job Overview: 

Many successful business brokers have been successful entrepreneurs, some are even former clients. It is also common that business buyers have an interest in business brokerage as a career given the lifestyle and earning potential are very similar to business ownership.

Top producers earn substantial six-figure incomes. Training and Mentoring programs are provided. This is a lifelong career opportunity that offers flexible hours. If you like to help people, are self-motivated, results driven, an excellent communicator and a strong leader this opportunity might be right for you. Preferred candidates are proven top performers (minimum 5 year’s experience) in executive level sales, business ownership and/or business development

Job Responsibilities:

  • Source and secure listing agreements with business owners through networking, direct marketing, and various forms of contact.
  • Evaluate a business from a financial and operational perspective to develop an opinion of market value.
  • Once a listing agreement is signed, brokers will market the business via Sunbelt’s many resources with the assistance of the administration team.
  • Screen, develop and work with potential business buyers for the firm’s listings.
  • Work with sellers, buyers, bankers, accountants, attorneys, and landlords in the negotiation process and ensure a successful completion of the transaction.

Skill Requirements:

  • Former business owners, sales professionals, or have come from transaction-oriented industries.
  • Posses strong sales, negotiation, management or finance experience and are known to be persistent and resilient.

Sunbelt Business Advisors
M&A Associate

Division: Mergers & Acquisitions
Reports to: Managing Director-M&A
Compensation: Base plus commission and bonus pay

Job Overview:

The ideal candidate will be well versed in the mechanics of supporting an M&A transaction from inception to closing, experience leading due diligence teams, and willing to train and lead M&A Analysts. The ideal candidate will have a strong working knowledge of M&A, acquisition agreements and other documentation used in complex M&A and private equity transactions. This position requires a candidate with a proven willingness to accept significant responsibility and to manage a challenging workload within a fast-paced environment.

As an Associate with Sunbelt Business Advisors, the candidate’s primary responsibilities will include assisting in the creation of deal related documents (confidential information memoranda, pitch presentations, management presentations), assisting in providing due diligence support (organizing deal related documents and managing electronic data rooms), as well as developing financial statements and valuation models. Other responsibilities will include special research and analysis projects, assisting with the preparation of marketing materials, and assisting transaction teams with day-to-day responsibilities.

Career path and training exists for those interested in more senior level M&A positions.

Job Responsibilities:

Pitch Stage

  • Conduct company, industry, financial research and prepare client-ready materials for prospect meetings.
  • Co-lead meetings with prospective clients for both sell-side and buy-side projects.
  • Prepare and distribute regular marketing messages and analyst insights through our social media and web-sites.

Deal Execution Stage

  • Conduct valuation and market research; execute valuation models; recommend pricing expectations.
  • Perform data entry and presentation of financial analysis exhibits for marketing materials.
  • Prepare and present marketing materials including teasers, Confidential Information Memoranda, Confidential Business Profiles, and outreach correspondence.
  • Assist with the development of target acquirers (sellers) lists and outreach to acquirers (sellers).
  • Conduct additional analysis and update materials as assigned by senior members of deal team.

Transaction Support Stage

  • Provide analysis of offers and counter-offers.
  • Maintain database of documents and information relevant to the transaction.
  • Review due diligence documents and lead team discussions.
  • Manage use of Virtual Data Room (VDR) for documents in Due Diligence process

Skill Requirements:

  • 2-4 years M&A transaction experience from investment bank/boutique M&A firm/Big 4 or middle market accounting firm in valuation or transaction support/Private Equity or Family Office.
  • Minimum of a Bachelor’s degree in economics, business, finance or accounting
  • Exceptional computer skills, experience with data and databases, and creative internet search.
  • A solid knowledge of M&A and the ability to apply analytic and communications skills creatively to diverse client needs
  • Prudent business judgment, with strong analytic skills; experience in financial modeling particularly DCF`s and the analysis of comparative transactions.

Sunbelt Business Advisors
M&A Analyst

Division: Mergers & Acquisitions
Reports to: Managing Director-M&A
Compensation: Base plus Division bonus pool participation. Appropriate to experience.

Job Overview:

As an Analyst with Sunbelt Business Advisors, the candidate’s primary responsibilities will include assisting in the creation of deal related documents (confidential information memoranda, pitch presentations, management presentations), assisting in providing due diligence support (organizing deal related documents and managing electronic data rooms), as well as developing financial statements and valuation models. Other responsibilities will include special research and analysis projects, assisting with the preparation of marketing materials, and assisting transaction teams with day-to-day responsibilities. The candidate will have the opportunity to participate in the M&A transaction at every stage. Career path and training exists for those interested in more senior level M&A positions.

Job Responsibilities:

Pitch Stage

  • Conduct company, industry, financial research and prepare client-ready materials for prospect meetings.
  • Participate in meetings with prospective clients for both sell-side and buy-side projects.
  • Prepare and distribute regular marketing messages and analyst insights through our social media and web-sites.

Deal Execution Stage

  • Conduct valuation and market research; execute valuation models; recommend pricing expectations.
  • Perform data entry and presentation of financial analysis exhibits for marketing materials.
  • Prepare and present marketing materials including teasers, Confidential Information Memoranda, Confidential Business Profiles, and outreach correspondence.
  • Assist with the development of target acquirers (sellers) lists and outreach to acquirers (sellers).
  • Conduct additional analysis and update materials as assigned by senior members of deal team.

Transaction Support Stage

  • Provide analysis of offers and counter-offers.
  • Maintain database of documents and information relevant to the transaction.
  • Review due diligence documents and participate in team discussions.
  • Manage use of Virtual Data Room (VDR) for documents in Due Diligence process.

Skill Requirements:

  • Bachelor’s degree in economics, business, finance or accounting, or 1-3 years M&A experience from investment bank/boutique/Big 4 or middle market accounting firm in valuation or transaction support/Private Equity or Family Office.
  • Exceptional computer skills, experience with data and databases, and creative internet search.
  • A solid knowledge of M&A and the ability to apply analytic and communications skills creatively to diverse client needs
  • Prudent business judgment, with strong analytic skills; experience in financial modeling particularly DCF`s and the analysis of comparative transactions.

Sunbelt Business Advisors
M&A Advisor  

Division:  Mergers & Acquisitions
Reports to: Managing Director-M&A
Compensation: $250,000-$1,000,000

Job Overview: 

M&A Advisors serve as the trusted advisor to the business owner and executives during the merger and acquisition process. The M&A Advisor provides guidance throughout the process and collaborates with other trusted advisors to ensure a successful sale or acquisition. The primary responsibility will be to build relationships with referral sources, business owners and manage M&A engagements. M&A Advisors have the ability to earn between $250,000-$1,000,000 in commission based on how many engagements closed in a given year. The M&A Advisor is supported by a Deal Support Team which includes an M&A Analyst and/or M&A Associate, and M&A administrative assistant to support the client and engagement through to successful close.

Be a part of Minnesota’s Largest Seller of Companies.
Sunbelt is a 2021 “Best Places to Work” Award Winner.

Job Responsibilities:

  • Manage sell side and buy side engagements to include partnering with the deal team on all aspects of the transaction to include valuation analysis, financial modeling, marketing, due diligence, negotiating transaction terms and structures to ensure successful engagement.
  • Represent client in all meetings with the buyer/seller
  • Advise business owners about exit strategies
  • Build relationships with business owners and referral sources
  • Develop financial strategies, deal terms and structures
  • Set expectations with clients
  • Negotiate transaction details on behalf of the client
  • Collaborate with clients’ legal and accounting advisors

Skill Requirements:

  • Entrepreneurial professional or previous business owner beneficial
  • Bachelor’s degree in Finance, Accounting, Economics, or related Business Degree
  • MBA, CPA or master’s degree in finance, accounting, or economics preferred
  • 5+ years of experience with Mergers and Acquisition execution experience
  • Strong network of business professionals

Be a part of Minnesota’s Largest Seller of Companies.


Sunbelt has been named “Best Places to Work” for three consecutive years by the Minneapolis St Paul Business Journal.