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.

Support deal team marketing by creating and sending customized email and hard-copy marketing materials, managing mail merges and a proprietary database, coordinating teams, and ensuring accuracy of outbound communications.