M&A Sourcing Intern jobs in United States
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Cohen & Co · 15 hours ago

M&A Sourcing Intern

Cohen & Co is offering an internship program designed to provide hands-on experience in the professional services industry. Interns will engage in market research, client outreach, and data management while developing technical and professional skills in a supportive environment.

AccountingConsultingFinancial Services
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Growth Opportunities
Hiring Manager
Courtney Gamble
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Responsibilities

Conduct research to identify potential acquisition targets across defined capabilities, industries, and geographies
Build and maintain target lists using databases and industry reports
Assist in drafting outreach emails and messages to prospective companies
Support Coordination of initial calls and meetings with target companies
Track outreach activity and responses in Salesforce CRM
Maintain accurate records of company profiles, contact details, and engagement status
Prepare summary profiles of target companies, including financial metrics and strategic fit
Support the team in evaluating market trends and competitive landscapes
Establish relationships with peers, mentors, and engagement teams via sourcing strategies, firm events, and internship program experiences
Develop and improve technical and professional skills by receiving and utilizing frequent feedback
Participate in various firm-wide initiatives, such as business development, recruitment, DEI, community service – whatever area you’re passionate about!

Qualification

Market ResearchSalesforce CRMFinanceM&A InterestOrganizedIndependent Task ManagementDetail-oriented

Required

Degree: Pursuing Bachelor's or Master's
Major: Finance, Business, Economics or a related field
Strong interest in M&A, investment banking, or corporate strategy
Detail-oriented, organized and able to manage multiple tasks independently

Preferred

GPA: Minimum 3.0
Experience in working in Salesforce CRM
Previous finance internship experience

Benefits

Comprehensive and competitive Total Rewards package
Time off outside of your standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources to tap into growth opportunities

Company

Cohen & Co

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Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Lovell Minnick Partners
2024-10-25Private Equity

Leadership Team

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Cynthia Pedersen
Director, Tax Advisory Services
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Company data provided by crunchbase