Buy-Side Outreach Analyst

About the role

Join our award-winning team! Named one of Milwaukee’s Best Places to Work for five consecutive years, Taureau Group provides team members the opportunity to build a long-term career in an energetic and challenging atmosphere that values both individual effort and teamwork. The Buy-Side Outreach Analyst is a high-visibility, origination-focused role on Taureau Group’s M&A team, serving as the first point of contact between the firm and prospective acquisition targets on behalf of private equity sponsors and strategic acquirers. The role is built around outbound calling, email outreach, and relationship-building — limited finance background required to start — with growing exposure to the financial and analytical side of buy-side M&A as skills develop. High performers can expect increasing responsibility over time and clear paths for career advancement.

Responsibilities

• Source and originate connections to target company owners and management teams for leading private equity sponsors and strategic acquirers through phone and email outreach
• Warm-call, cold-call, and email prospects from client-approved acquisition target lists to qualify companies for an introductory conversation with the deal team
• Partner with deal teams to build call scripts and outreach strategies that resonate with business owners across a client’s target market
• Build and refine acquisition target lists through market mapping and industry research
• Research and vet leads against Taureau’s CRM to flag existing relationships, and track and document every interaction
• Screen, prioritize, and profile prospective targets against client acquisition criteria
• Handle objections and keep prospects moving to the next step, escalating qualified conversations to senior team members
• Support the day-to-day management and execution of buy-side M&A engagements
• Assist in the preparation of financial models, valuation analyses, and investment summaries as financial skills develop
• Support due diligence coordination, including data room review and information requests
• Prepare client-ready buyer/target profiles and process updates
• Build relationships and maintain up-to-date contact and guidance with clients and professional advisors
• Engage in ongoing personal development in line with the firm’s growth and development strategy

Qualifications

Education/Certification/Licensure: Bachelor’s degree preferred, ideally with coursework in Accounting, Finance and/or Business

The individual must be able to successfully pass background checks.

Experience Required: 0-5 year(s) of lead generation, inside sales, sales development, business development or related outreach experience

Knowledge and Skills Required:

• Comfort and confidence with cold-calling, outbound email campaigns, and objection handling
• Outstanding communication and phone presence; ability to represent Taureau Group professionally as the first point of contact with a prospect
• Strong internet and market research skills, including comfort building target/buyer universes from limited information
• Motivated, self-starter looking for long-term growth within a successful, industry-focused investment banking firm
• Basic financial analysis skills and familiarity with accounting concepts a plus; willingness to build these skills over time, as outreach ability is the primary requirement
• Sharp, quick thinking under pressure, with exceptional critical thinking skills
• Highly organized and able to prioritize and handle multiple projects at one time
• Strong attention to detail and time management skills
• Willingness to take on additional work outside the scope of the job description