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 he re! 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! Internship Commitment s : Internship Length: Mid - February 2026 – TBD Part-time: 10-20 hours per week, flexible around academic calendar Who You Are : 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 Location: Cleveland, Akron, Youngstown, OH | Chicago, IL | Baltimore, MD | Denver, CO | Detroit or St. Clair Shores, MI | Philadelphia or Pittsburgh, PA | Buffalo or New York City, NY | Milwaukee, WI preferred Hybrid work environment ( 50% in office ) Remote candidates are considered Who We Are #LifeatCohen Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co , our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “ great people first” by: Championing the im portance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Check out our Intern Insights for an inside look!
Requirements
- 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
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What This Job Offers
Job Type
Part-time
Career Level
Intern
