Job description
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. This role requires a sophisticated blend of financial literacy, local market credibility, and the ability to build deep trust with practitioners as they transition their life’s work. As part of a distributed global team, you will occasionally participate in meetings outside of standard local business hours to ensure synchronous collaboration with our partners worldwide.
Key Responsibilities
● End-to-End Deal Management: Manage a high-volume pipeline and consistently deliver signed contracts within the dental vertical.
● Valuation & Analysis: Perform dental-specific valuations using US metrics, EBITDA normalization, and clinical metric interpretation (e.g., active patient counts and case acceptance).
● DSO Relationship Leadership: Establish and maintain “First-Look” status with major US Dental Service Organizations and private equity groups.
● Deal Structuring: Navigate complex M&A components including “Holdbacks,” “Earn-outs,” and “Equity Rolls”.
● Data Integrity: Ensure 100% accuracy in P&L gathering and tax return analysis before presenting to senior executives.
● Vertical Penetration: Secure deals across targeted sub-verticals, including General Dentistry, Orthodontics, and Oral Surgery
● Global Collaboration: Our team spans several time zones. To keep us aligned, this role requires occasional early morning or late evening calls. In exchange, we offer a high degree of autonomy and flexibility during the standard workday to ensure you maintain a healthy work-life balance
Requirements
You Must Be—-
● Highly Organized: You manage complex, multi-million dollar pipelines with precision and rigor.
● Detail-Oriented: You have an eye for analytical rigor, ensuring no detail is missed in financial reporting or deal structuring.
● Strong Communicator: You speak the specific language of American dental practice management and can build immediate credibility with US-based dentists.
● Relentless: You are momentum-driven and results-oriented, always pushing to move deals through the pipeline.
Core Values
- RELENTLESS: We move heaven and earth to get things done, pushing through obstacles to deliver results that drive Transitions Elite forward.
BOLDLY INNOVATE: We embrace a growth mindset, constantly experimenting to uncover smarter, faster, and better ways to scale and succeed.
POSITIVE RELATIONSHIPS: We build open, honest, and positive connections with our team, clients, and partners, creating trust as the bedrock of our growth.
GO BIG: We stretch ourselves to tackle bigger challenges and hit loftier targets, aiming to make a massive, positive impact on our team, clients, and the veterinary world.
HIGH STANDARDS: We set the bar high and consistently exceed expectations, delivering excellence in every deal, process, and interaction.
Skills & Experience
● Professional Background: Over 5 years of experience and proven background in finance, investment banking, or equity sales. Particular background in dentistry and dental practice brokerage is a huge plus.
● Education: Bachelor’s or Master’s Degree in Finance or related field
● Financial Literacy: Strong negotiation skills and proficiency in US dental M&A deal structures.
● Market Knowledge: Deep understanding of the “Buy-Box” criteria for major US groups like Heartland, Aspen, or Pacific Dental.
● Technical Skills: Ability to analyze clinical metrics and dental-specific benchmarks (e.g., payroll % to revenue, lab fee ratios)
● Digital Literacy: Proficiency in CRM management and digital tools to maintain pipeline discipline
Why This Role Matters
● Revenue Generation: You drive the conversion of leads into contracts with an average value of $4M–$6M USD.
● DSO Acquisition Expertise: You navigate the complex deal structures of private equity buyers, ensuring optimal outcomes for our clients.
● Market Authority: You position the firm as a premier source for high-revenue practices within the US dental market.
● Maintains Deal Momentum: You provide the constant negotiation and local market knowledge required to hit a target of 15–20 signed contracts annually.
