Deal sourcing, initial contact, and tracking for middle market private equity fund (tech enabled services strategy)
See more projectsIntensity
14hr/week
Est. Duration
12months
Location
Remote
Project Overview
1 to 8 years professional experience
Finance & Accounting - M&A Transaction Readiness
We need an experienced analyst to support/take the lead in the following activities:
1.) Source potential target companies (to be acquired by our fund) in order to find out if they fit within one of our pre-defined investment strategies
2.) Contact potential targets from the list in order to gather summary information and determine their level of interest in a potential transaction
3.) Set up follow up calls with the potential target and fund management (assuming there is interest)
4.) Track, update, and follow up with CRM/cloud based tracking system related to the pipeline
1.) Source potential target companies (to be acquired by our fund) in order to find out if they fit within one of our pre-defined investment strategies
2.) Contact potential targets from the list in order to gather summary information and determine their level of interest in a potential transaction
3.) Set up follow up calls with the potential target and fund management (assuming there is interest)
4.) Track, update, and follow up with CRM/cloud based tracking system related to the pipeline
Additional Notes
We prefer applicants with PE or IB experience who have been involved with transactions. About The Client
$12.1K
Total Spent
9 years
Time On Graphite
1
Hiring Managers