Develops and nurture relationships with business owners, entrepreneurs, private equity firms, financial institutions, and other stakeholders to cultivate new business. Acts as a key point of contact for clients during the prospecting and early engagement stages, ensuring a seamless transition to the advisory team
once engagement letters are signed. Ensure high levels of client satisfaction and service throughout the
relationship, building long-term partnerships. Research and analyze market trends in small and mid-market businesses to identify sectors with strong potential for M&A activity. Collaborates with the executive team to develop and refine business development strategies aligned with the firm’s growth objectives. Identifies new channels for lead generation, including partnerships with legal, accounting, banking, and wealth management professionals.