Support a deal team by sourcing and researching acquisition targets, maintaining a proprietary company database, conducting outreach to owners and executives, drafting professional correspondence and marketing materials, and providing hands-on support to Associates. Role involves consultative sales-style communication and minor financial statement analysis but does not include financial modeling.

Conduct primary research to identify companies matching client acquisition criteria using online databases and a proprietary database; manage and track research progress; prepare marketing and deal collateral; collaborate with deal teams; maintain research database; train/manage interns; perform minor financial statement analysis as needed.

Source acquisition targets for private equity and corporate clients through market research, outbound calls, emails, and executive relationship building. Map investible markets, prioritize targets, maintain accurate CRM records, prepare correspondence and marketing materials, and support deal teams. The role involves minor financial statement analysis but no financial modeling.