M & A / IPO Deal Sourcing Associate

This role is identifying and initiating contact with potential M&A targets (sell-side), strategic acquirers (buy-side) and potential companies suitable for IPO.

The specialist will perform targeted research and execute personalized outreach to promoters, founders, and key decision-makers, aiming to schedule qualified introductory meetings for the partner.

Key Responsibilities:

• Market Research & Target Identification:

  Systematically identify companies that fit predefined M&A / IPO criteria (industry, revenue, growth stage, strategic fit) through industry databases, news, and market intelligence.

• Database Management:

  Build and maintain a robust CRM/database of identified companies, their promoters/founders, and relevant contact information.

• Personalized Outreach:

  Craft and execute highly personalized outreach campaigns (via email, LinkedIn, and strategic cold calls) to introduce our M&A / IPO intermediation services and gauge interest.

• Relationship Nurturing:

  Follow up with prospects, share relevant industry insights, and nurture initial interest to warm up leads.

• Meeting Scheduling:

  Successfully schedule and confirm qualified first meetings/calls between interested promoters/founders/CXOs and the partner.

• Preliminary Information Gathering:

  Collect essential preliminary information about potential deals during initial interactions to qualify them for further engagement.

• Reporting:

  Track all outreach activities, pipeline status, and provide regular performance reports.

Required Skills & Attributes:

• Strong research and analytical capabilities.
• Professional written and verbal communication skills, with an emphasis on professional and persuasive outreach.
• High degree of persistence, resilience, and a proactive mindset.
• Basic understanding of business fundamentals and M&A / IPO concepts (or a strong willingness to learn rapidly).
• Familiarity with CRM tools and LinkedIn Sales Navigator (or similar platforms).

• Email Marketing/Outreach Tools (Basic):

  Familiarity with tools for personalized bulk email campaigns (e.g., Mailmerge in Outlook, Gmass, tools within CRM).

• Basic Financial Literacy:

  Understanding of core business metrics (revenue, profit, growth rates) and the M&A / IPO landscape.

• Attention to Detail:

  Essential for accurate research, data entry, and personalized messaging.

• Persistence & Resilience:

  The ability to handle rejection, follow up consistently without being aggressive, and maintain motivation in the face of long sales cycles.

High level of professionalism, integrity, and discretion.

• A

  Bachelor's Degree

  in a relevant field such as:

• Finance

• Business Administration

• Economics

• Commerce

• Marketing