Deal Transaction Outreach Analyst jobs in United States
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Benchmark International · 2 months ago

Deal Transaction Outreach Analyst

Benchmark International is a global mergers and acquisitions firm dedicated to delivering creative, value-maximizing solutions for business owners. They are seeking a Deal Transaction Outreach Analyst to gain hands-on experience in the deal execution process, develop negotiation skills, and support clients through the full transaction lifecycle.

Financial Services
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Senior Management
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Responsibilities

Serve as a front-line contact for clients (business owners selling their companies) and potential acquirers
Manage early-stage deal execution, including acquirer introductions, NDA negotiations, and facilitation of buyer access to client materials
Coordinate buyer–seller communications, including conference calls, site visits, and follow-ups, with the goal of advancing buyers toward offers
Respond to and manage buyer due diligence inquiries, escalating to senior team members or clients as needed
Develop and maintain relationships with private equity funds, venture capital groups, family offices, and strategic acquirers
Support the preparation and refinement of client marketing materials and acquiring target lists
Maintain accurate records in the firm’s CRM system to track deal activity and progress
Conduct industry and market research to inform transaction strategy and buyer targeting
Prepare clear, concise reports and presentations to communicate findings and deal updates to the team and clients

Qualification

M&A process knowledgePresentation skillsCommunication skillsMicrosoft Office SuiteAnalytical skillsResearch skillsInterpersonal skillsTime managementOrganizational skills

Required

Bachelor's Degree, one-year related experience, and/or training; or equivalent combination of education and experience
Strong presentation skills with the ability to address and respond effectively to clients, buyers, managers, and stakeholders
Excellent written and verbal communication skills, with the ability to deliver information in a professional, persuasive, and empathetic manner
Strong prioritization, organizational, and time management skills; capable of handling multiple projects simultaneously
Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and skilled in conducting online research using platforms such as PitchBook, PrivCo, DealNexus, IBISWorld, Hoovers, OneSource, CorpFin, and First Research
Commercial acumen and a clear understanding of the M&A process and industry dynamics
Flexibility to occasionally work outside standard business hours to meet client and transaction needs
Willingness to travel for short overnight trips on short notice (typically no longer than two days)
Ability to obtain a Real Estate Salesperson License within prescribed time of employment (company-sponsored)
No unfavorable history with FINRA, the SEC, or any state regulatory agency
On-site presence required, Monday through Friday (this is not a remote or hybrid role)
Professional presence and demeanor consistent with Benchmark International's image and standards
Professional business attire required

Benefits

Paid time off
Standard holidays
Community service days
Highly competitive company-subsidized medical, dental, vision, and AD&D insurance
401k with company matching
Flexible spending accounts
Flexible dependent care assistance accounts

Company

Benchmark International

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Benchmark International is one of the most powerful M&A firms.