M&A Sourcing Intern
About The Position
There’s no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co’s internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There’s no coffee grabbing or mindlessly making photocopies here! You’ll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First’ culture while building lasting relationships with your peers and firm leaders – all invested in YOU. Day in the Life: Market Research & Target Identification Conduct research to identify potential acquisition targets across defined capabilities, industries, and geographies. Build and maintain target lists using databases and industry reports. Proactive Outreach Assist in drafting outreach emails and messages to prospective companies. Support Coordination of initial calls and meetings with target companies. Data Management Track outreach activity and responses in Salesforce CRM. Maintain accurate records of company profiles, contact details, and engagement status. Analytical Support 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!
Requirements
- 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
Nice To Haves
- GPA: Minimum 3.0
- Experience in working in Salesforce CRM
- Previous finance internship experience
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!
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Part-time
Career Level
Intern
