
Mergers and Acquisitions Research Lead
7 days ago
In this key role, you will be responsible for driving mergers and acquisitions origination work by identifying potential acquisition targets for private equity clients. You will review and clean company lists, conduct structured research, manage Airtable CRM, build databases of acquisition targets, and support outreach preparation.
Deliverables include research trackers, weekly list reviews, and ongoing support with data management and reporting.
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 Airtable 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 experience is nice to have, but not necessary
- Experience with Airtable CRM and data scraping tools (e.g., Apollo or ZoomInfo) is preferred
- Familiarity with sourcing tools (e.g., SourceScrub and Inven) is preferred
- 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
- Remote work arrangement
- Full-time position
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