Role Description
The Dental Sell-Side Advisor is the primary engine for converting dental leads into high-value signed contracts. You will navigate the complex landscape of private equity-backed Dental Service Organizations (DSOs) and act as a strategic advisor for multi-million dollar transitions.
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Manage a high-volume pipeline and consistently deliver signed contracts within the dental vertical.
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Perform dental-specific valuations using US metrics, EBITDA normalization, and clinical metric interpretation (e.g., active patient counts and case acceptance).
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Establish and maintain "First-Look" status with major US Dental Service Organizations and private equity groups.
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Navigate complex M&A components including "Holdbacks," "Earn-outs," and "Equity Rolls".
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Ensure 100% accuracy in P&L gathering and tax return analysis before presenting to senior executives.
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Secure deals across targeted sub-verticals, including General Dentistry, Orthodontics, and Oral Surgery.
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Participate in occasional early morning or late evening calls for global collaboration.
Qualifications
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5+ years of experience in finance, investment banking, private equity, or equity sales.
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Directly closed multi-million-dollar transactions ($1M+ deal size).
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Fluent in EBITDA-based valuations and financial normalization.
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Comfortable in a performance-driven role where the majority of compensation is tied to closed deals.
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Bachelorโs or Masterโs Degree in Finance or related field.
Requirements
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Over 5 years of experience and proven background in finance, investment banking, or equity sales.
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Particular background in dentistry and dental practice brokerage is a huge plus.
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Strong negotiation skills and proficiency in US dental M&A deal structures.
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Deep understanding of the "Buy-Box" criteria for major US groups like Heartland, Aspen, or Pacific Dental.
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Ability to analyze clinical metrics and dental-specific benchmarks (e.g., payroll % to revenue, lab fee ratios).
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Proficiency in CRM management and digital tools to maintain pipeline discipline.
Benefits
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Target of $100,000 (recoverable draw) + performance-based commissions (9-14% of the deal) + vested commission structure.
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High degree of autonomy and flexibility during the standard workday.
Company Description
A leading healthcare sales-side advisor and professional services firm. The firm specializes in helping healthcare practice owners successfully navigate transitions and exits.