Baton
M&A Advisor
New York City
Sponsorship not specifiedDetected 196 days ago
Product ManagementProduct StrategySalesFinancial ModelingExcelValuationM&ACollaboration
About the role
- You'll work with owners on listing strategy, offer negotiations, deal structuring, and diligence.
- Our advisors service small business acquisitions with the same level of sophistication as sell-side investment banks, while also providing a world class experience for owners who are likely going through their first ever exit.
- Guide business owners through the selling process and advise on their listing strategy
Responsibilities
- As an M&A Advisor, you'll own and manage a book of deals that range in size from $400K to $10M+.
- Manage diligence processes and navigate a complex lending landscape to ensure deals cross the finish line
- Partner with the team to guide the product roadmap
- Work to grow Baton and support millions of small business owners across the US
- At Baton, we're building the AI-native platform that makes small business transitions transparent, fast, and fair as we support the millions of baby boomers who have poured their life into their small business.
- Ownership from day one - As a small, lean team, every hire carries outsized impact; from shaping product direction to building a culture of customer-first execution.
Requirements
- You are passionate about helping people become successful small business owners and get paid for their life's work
- 2+ years of investment banking or M&A advisory or similar finance experience
- 2+ years of professional experience at a high growth company
- Experience with financial modeling, Excel, and CRMs
Compensation
- Competitive compensation & perks — Expect market‑competitive pay, equity, fully-covered health benefit options, flexible time off, commuter perks, in-office snacks, and a true culture of low ego and high respect.
Benefits
- Employer contribution for all healthcare options
- 401k plan / short-term disability
- Four weeks of paid time off, generous sick leave, and six weeks of flexible Work From Anywhere days
- On-demand mental health support from Spill
- Parental leave program
- Competitive compensation & perks - Expect market‑competitive pay, equity, fully-covered health benefit options, flexible time off, commuter perks, in-office snacks, and a true culture of low ego and high respect.
Company info
- Experience interfacing with customers and managing complex interpersonal issues
This listing is sourced directly from Baton's careers page and normalized into a canonical job model.