Osage Advisors is seeking an accomplished Managing Director to originate and lead lower middle market sell-side M&A engagements. The ideal candidate brings 10–15 years of M&A experience, a strong referral network, and a track record of winning mandates and taking them from pitch to close.

This is an opportunity to grow with an established platform, with the autonomy of an entrepreneur and the support of an experienced deal team.

What You Will Do

Business Development and Origination

• Originate sell-side mandates from family and closely-held businesses with revenue of $5 million or greater
• Cultivate and expand a strong referral network of attorneys, CPAs, wealth managers, commercial bankers, and other centers of influence
• Lead pitches, valuation discussions, and engagement negotiations with business owners
• Represent Osage in the market through industry events, speaking engagements, and the firm’s thought leadership platforms

Transaction Leadership

• Lead full-process engagements from preparation through close: positioning, marketing materials, buyer outreach, LOI negotiation, diligence, and closing
• Serve as senior advisor and primary point of contact for owners, coordinating closely with their legal, tax, and accounting advisors
• Negotiate valuation and deal structure, including earnouts, rollover equity, seller notes, and working capital

Team Leadership

• Mentor and develop Vice Presidents, Associates, and Analysts
• Contribute to firm strategy, process improvement, and growth

What You Bring

• 10–15 years of M&A or investment banking experience, with a significant sell-side focus in the lower middle market
• A demonstrated record of originating and closing transactions as the senior deal lead
• An established, active referral network of professionals who generate deal flow
• Deep command of valuation, deal structuring, and the private-company sale process
• Credibility with founders and families, and the judgment to guide owners through a sale with care
• Excellent communication, negotiation, and presentation skills
• Sector experience in manufacturing and industrials, business services, distribution, healthcare services, or transportation is a plus
• FINRA Series 79 and 63 preferred; candidates without them will be expected to obtain registration after joining
• Bachelor’s degree required; MBA, CFA, or CPA a plus
• Entrepreneurial, self-directed, and uncompromising on integrity

What We Offer

• Rewarding economics: competitive base salary plus meaningful participation in fees on transactions you originate and execute
• An established platform: a track record of over 25 years and a proven full-process sell-side approach
• Execution support: dedicated Associate and Analyst resources, so you can focus on clients and origination
• Autonomy and access: direct access to firm leadership, with no layers between you and decisions
• Flexibility: a fully remote role, with client travel as engagements require
• Benefits: health insurance and a 401(k) retirement plan

How to Apply

Submit your application through our career form, or send your resume with a brief note describing your referral network and representative transactions. Confidential inquiries are welcome.

Osage Advisors is an equal opportunity employer.

Certain principals of Osage Advisors are registered representatives with StillPoint Capital, LLC, Member FINRA/SIPC, Tampa, FL.

Osage Advisors is looking for a strategic and relationship-driven mid-level advisor to collaborate with senior team members on the execution of lower middle market M&A transactions across a variety of industries.

The ideal candidate has 5-7 years of experience in the M&A space with excellent communication and analytical skills.

Key responsibilities include:

• Managing the development of materials including confidential information memorandums (CIMs), pitch decks, buyer lists, and financial models
• Generating ideas and delivering solutions to meet client needs via research, analysis, and development of tactical plans
• Serving as a primary point of contact for external transaction team members including legal, tax, accounting, and regulatory agencies
• Responding to diligence requests
• Maintaining proper client communication throughout the transaction process
• Establishing and developing relationships with new and potential clients

Osage Advisors is a boutique Mergers & Acquisitions firm that works with family and closely-held businesses with revenue of $5 million or greater who are looking to sell their companies. The Osage team is committed to understanding individual client needs and delivering results that meet or exceed expectations.

Investment Banking Business Development Analyst

Osage Advisors is looking for a driven & detail-oriented analyst to assist with the firm’s business development and deal marketing efforts.

This position presents the opportunity to work alongside the Osage deal team to create, market, and track deal materials for M&A transactions represented by the firm. The analyst will gain close exposure to clients across a variety of industry sectors as well as an extensive scope of investment banking processes. The role will require close collaboration with senior bankers and will report into the firm’s president.