M&A Deal Sourcing Specialist — Dead-Deal Origination & Data Licensing Partner

Executive Position Summary & Strategic Mandate

Every experienced mergers and acquisitions professional, business broker, and lower-middle-market investment banker knows the painful reality of the deal graveyard: for every transaction that successfully closes, five to ten viable companies fail to transact. Deals fall apart due to minor EBITDA shortfalls, owner valuation mismatch, lending freezes, or private equity buyers walking away at the eleventh hour. In virtually all of these stalled transactions, the intermediary spends months building deep trust and analyzing detailed financial books, only to walk away with zero advisory fees. Zoom Referral provides an institutional solution to this advisory dilemma. We are seeking seasoned M&A Deal Sourcing Specialists to monetize stalled mandates, dead pipeline deals, and sub-scale operating businesses through corporate AI data licensing. By introducing your unclosed deal prospects and past client roster to our corporate AI data valuation desk, you enable business owners to realize $100,000 to $2,000,000+ in immediate non-dilutive cash proceeds. In return, you capture an institutional success payout—earning $50,000 flat bounties on active enterprise data (or 7.5% on deals >$700K) and $75,000 flat bounties on defunct

The Emerging AI Data Economy & Balance Sheet Capital

Lower-middle-market companies with $5M to $30M in annual revenue frequently struggle to find private equity buyers if their EBITDA falls below institutional hurdle rates (typically $2M–$3M). Yet these exact companies—whether in commercial roofing, HVAC, logistics, regional distribution, or specialized manufacturing—possess extraordinary operational software depth. They have documented ten, fifteen, or twenty years of job estimating, equipment lifecycle costs, vendor pricing negotiations, and technician dispatch workflows.

To foundation AI developers creating autonomous commercial software agents, this historical workflow data is immensely valuable. Business owners who were disappointed by a failed sale or who need capital to reinvest before their next exit attempt can license this historical data without selling equity, taking on expensive mezzanine debt, or surrendering operational control.

Furthermore, bankrupt or unwound companies with 50+ peak workers and substantial Slack or MS Teams communication records represent premier acquisition targets for AI foundation labs. As an M&A Deal Sourcing Specialist, you present this alternative liquidity opportunity to owners and bankruptcy trustees, turning zero-fee dead files into $75,000 cash windfalls.

Core Responsibilities & Deal Origination Activities

As an independent deal partner, your focus is relationship-driven origination with business owners and executive leadership:

• Systematically review your historical deal pipeline, dead mandate logs, and active advisory contacts to identify operating businesses with 30+ employees.
• Re-engage business owners whose sale mandates stalled, offering a compelling non-dilutive liquidity strategy requiring zero equity or debt commitments.
• Connect with bankruptcy trustees, restructuring advisors, and founders of unwound tech companies with 50+ peak workers holding Slack or Teams archives.
• Introduce qualified business owners and CFOs to the Zoom Referral Deal Desk for an institutional corporate data valuation audit.
• Coordinate the execution of standard mutual non-disclosure agreements between the seller and our valuation desk.
• Position the data licensing opportunity within the owner's broader strategic roadmap, explaining how immediate cash proceeds bolster balance sheet strength ahead of future exit attempts.
• Serve as the trusted advisory conduit while our data engineering desk completes the technical data audit and certified PII sanitization.
• Confirm receipt of your $50,000 to $75,000 flat bounty (or 7.5% direct commission) wired immediately upon transaction settlement.

The 3-Step Valuation, Sanitization & Settlement Cycle

Our deal desk handles the complete technical, data engineering, and buyer-matching workload, allowing you to operate purely as the origination catalyst:

Target Profile, Experience & Network Criteria

We partner with seasoned professionals who hold active trust with commercial decision-makers:

• Proven background as a business broker, M&A advisor, investment banking associate, commercial finance consultant, or private equity scout.
• Active or historical portfolio of relationships with owners, founders, and managing partners of businesses with $5M to $50M in annual revenue.
• Deep understanding of middle-market corporate finance, transaction dynamics, valuation multiples, and owner psychology.
• Excellent negotiation, communication, and executive relationship management abilities.
• Self-directed professional capable of managing an independent origination pipeline on a 1099 basis.
• Commitment to absolute confidentiality, fiduciary responsibility, and institutional integrity.
• Membership in professional organizations such as IBBA, M&A Source, or ACG is welcomed but not strictly required.
• Eligible to operate remotely from any of the 50 U.S. states or approved partner countries (UK, Canada, Australia, Ireland, New Zealand, Germany, France, Netherlands, Singapore).

Data Privacy, Legal Shield & Institutional Escrow

Our institutional data governance safeguards your client relationships and brand reputation: • Non-Exclusive Licensing: The seller retains 100% ownership of their operational systems, software, and ongoing business intelligence. • Complete Anonymization: The seller's identity and specific clients are never revealed to AI model builders or the public. • Certified PII Redaction: Military-grade algorithmic filters eliminate all customer names, phone numbers, email addresses, and financial transaction details. • Full compliance with FTC guidelines, U.S. state privacy acts, and industry data security best practices.

Application Protocol & Partner Onboarding Blueprint

To join our M&A Deal Sourcing desk, click the application button to review the 3-step closing cycle and register on the official Micro1 partner portal. You will receive immediate access to our Broker Deal Sourcing Toolkit, sample deal tombstones, and executive one-sheets. Our deal directors follow up promptly to assist in reviewing target pipeline files.