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2 weeks ago
We are seeking a strategic Mergers and Acquisitions Research Lead to drive our clients' M&A origination work by identifying acquisition targets for private equity clients.
The successful candidate will review and clean company lists, conduct structured internet research, manage CRM systems, build databases of acquisition targets, and provide ongoing support with data management and reporting.
Deliverables include research trackers, weekly list reviews, and support with data management and reporting.
The ideal candidate will have experience in the field and be proficient in using CRM systems and data scraping tools.
Key Responsibilities- Review and clean lists to ensure targets meet investment criteria
- Conduct structured research and collaborate with data analysts to profile potential acquisition targets
- Input and organize company and contact data in CRM systems and spreadsheets
- Use public databases, directories, and scraping tools to build prospect lists
- Provide ad hoc research and administrative support
- A Bachelor's degree in the related field is preferred
- General understanding of the M&A landscape
- Private equity is a plus but not necessary
- Experience with CRM systems and data scraping tools is preferred
- Familiarity with sourcing tools is a plus
- Strong organization, oral and written communication skills
- Reliable internet, independence, and strict adherence to criteria and guidelines
- Strong attention to detail and follow-through
- Comfortable learning and using new tools as needed
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