PHG Advisory ยท 4 weeks ago
Buy-Side M&A / Private Equity Origination Associate
PHG Advisory is seeking a driven, high-energy Buy-Side Advisor / Origination Associate to help source acquisition opportunities for some of the most active private equity firms in the country. This role is critical to driving proprietary deal flow from start to finish and involves building long-term relationships with business owners.
AdviceFinancial ServicesVenture Capital
Responsibilities
Source proprietary acquisition opportunities for private equity buyers
Conduct high-volume cold outreach via phone calls, email, text, LinkedIn, and other creative methods
Educate owners on the private equity process and identify potential partnership opportunities
Manage and maintain a robust pipeline using Salesforce
Build, manage, and nurture long-term owner relationships (some spanning multiple years)
Work directly with top-tier private equity & family-office clients and internal deal teams
Maintain strong organization and consistent follow-up in a fast-moving environment
Own your outreach strategy - no scripts; creativity encouraged (guidance & help at every turn)
Qualification
Required
Comfortable and enthusiastic about cold calling (THIS IS A MUST)
Prior experience in buy-side advisory, private equity, commercial real estate, mortgage brokerage, or high-volume sales
Strong communication skills with the ability to build trust quickly
Highly organized, detail-oriented, and comfortable managing multiple conversations at once
Relentless work ethic, competitive drive, and willingness to do the hard work required to win
Ability to thrive in a fast-paced, ever-changing environment
Ability to read and analyze a profit & loss (P&L) statement
Working knowledge of EBITDA and how it is used in valuation discussions
Understanding of private equity fundamentals
Preferred
Working knowledge of Salesforce or other CRM platforms
Experience using ZoomInfo and/or Grata for sourcing and research
Strong Excel skills for tracking, analysis, and organization
Familiarity with data-driven outreach and pipeline management
Company
PHG Advisory
Principal Holdings Group co-invests with private equity partners and invests in family-owned businesses.
Funding
Current Stage
Growth StageRecent News
AtlasClear Holdings, Inc.
2025-09-30
2025-06-30
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