Research & Deal Sourcing Assistant for Business Acquisitions
Budget: $8 – $15 USD
m-sized businesses in the US market. We are looking for a highly organized, detail-oriented, and proactive assistant to help with sourcing small business acquisition opportunities, conducting industry research, reaching out to business owners, and creating professional presentations.
The ideal candidate has exceptional English verbal and written skills, strong research abilities, and experience with ChatGPT and automation tools to improve efficiency. You should also be able to summarize findings in clear, polished PowerPoint presentations.
Responsibilities:
1. Deal Sourcing
Monitor business-for-sale platforms daily (BizBuySell, Axial, BizQuest, etc.).
Screen listings based on specific investment criteria.
Request and review Confidential Information Memorandums (CIMs).
Manage NDAs and organize deal-related documents.
Keep our deal tracking system updated.
Provide weekly reports on deal pipeline progress.
2. Industry Research
Conduct market research to evaluate industries and identify attractive investment opportunities.
Summarize key insights, trends, and opportunities.
Present findings in clear, well-structured PowerPoint presentations.
3. Outreach to Business Owners
Identify and reach out to small business owners who may be open to selling.
Draft and send professional, persuasive emails.
Maintain outreach records and follow up consistently.
Communicate professionally and confidently with business owners.
4. Automation & AI Efficiency
Use ChatGPT and other GenAI tools to streamline tasks such as deal analysis and email drafting.
Set up web scraping and email automation tools to improve efficiency.
Optimize workflows to save time and increase effectiveness.
5. Presentation & Reporting
Compile research and deal insights into professional PowerPoint presentations.
Create visually appealing summaries and key takeaways for internal decision-making.
Ensure presentations are clear, polished, and well-structured.
Requirements:
Exceptional English verbal and written communication skills (a must).
Strong research and analytical abilities.
Experience with business acquisition platforms (a plus but not required).
Proficiency in PowerPoint (must be able to create executive-level presentations).
Experience with ChatGPT and automation tools (e.g., web scraping, email sequencing).
Very high attention to detail, organized, and proactive.
We will be available to teach you most of the industry specific knowledge to help you perform the tasks.
Preferred Skills (Nice to Have):
Experience in M&A, private equity, or business brokerage.
Familiarity with CRMs or deal-tracking software.
Basic knowledge of financial statements.
This is a long-term role with opportunities for growth. If you are detail-oriented, tech-savvy, and excited about deal sourcing, industry research, and presenting insights professionally, I’d love to hear from you!
The ideal candidate has exceptional English verbal and written skills, strong research abilities, and experience with ChatGPT and automation tools to improve efficiency. You should also be able to summarize findings in clear, polished PowerPoint presentations.
Responsibilities:
1. Deal Sourcing
Monitor business-for-sale platforms daily (BizBuySell, Axial, BizQuest, etc.).
Screen listings based on specific investment criteria.
Request and review Confidential Information Memorandums (CIMs).
Manage NDAs and organize deal-related documents.
Keep our deal tracking system updated.
Provide weekly reports on deal pipeline progress.
2. Industry Research
Conduct market research to evaluate industries and identify attractive investment opportunities.
Summarize key insights, trends, and opportunities.
Present findings in clear, well-structured PowerPoint presentations.
3. Outreach to Business Owners
Identify and reach out to small business owners who may be open to selling.
Draft and send professional, persuasive emails.
Maintain outreach records and follow up consistently.
Communicate professionally and confidently with business owners.
4. Automation & AI Efficiency
Use ChatGPT and other GenAI tools to streamline tasks such as deal analysis and email drafting.
Set up web scraping and email automation tools to improve efficiency.
Optimize workflows to save time and increase effectiveness.
5. Presentation & Reporting
Compile research and deal insights into professional PowerPoint presentations.
Create visually appealing summaries and key takeaways for internal decision-making.
Ensure presentations are clear, polished, and well-structured.
Requirements:
Exceptional English verbal and written communication skills (a must).
Strong research and analytical abilities.
Experience with business acquisition platforms (a plus but not required).
Proficiency in PowerPoint (must be able to create executive-level presentations).
Experience with ChatGPT and automation tools (e.g., web scraping, email sequencing).
Very high attention to detail, organized, and proactive.
We will be available to teach you most of the industry specific knowledge to help you perform the tasks.
Preferred Skills (Nice to Have):
Experience in M&A, private equity, or business brokerage.
Familiarity with CRMs or deal-tracking software.
Basic knowledge of financial statements.
This is a long-term role with opportunities for growth. If you are detail-oriented, tech-savvy, and excited about deal sourcing, industry research, and presenting insights professionally, I’d love to hear from you!