Deal Coordinator

Join our award-winning team! Voted one of Milwaukee’s Best Places to Work for three consecutive years (2021 – 2023), and one of Milwaukee’s Best and Brightest Companies to Work For in 2022 and 2023, 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.

This position is responsible for primarily supporting marketing and administrative components of investment banking engagements. The Deal Coordinator will work alongside other team members on projects related to investment banking services, including business sales and divestitures, acquisitions and recapitalizations, but mostly related to acquisition searches. This position will also lead research efforts related to marketing lists (finding potential buyers for company sales and target companies for acquisition projects), assist in maintenance of the CRM solution and manage multiple research sources. Candidate will be responsible for outreach to acquisition targets, representing our clients’ objectives and brands, and to create a funnel of acquisition opportunities. Organization and business acumen are key in these marketing efforts as well as availability to respond quickly to incoming calls. Lastly, position will be responsible for oversight of M&A projects, coordinating M&A staff on logistics and timing of deal executing, involvement in client status calls, update calls and relaying status reports to clients on regular basis.

Position could evolve into manager of acquisition practice and include networking, business development and marketing to grow practice area.

The Deal Coordinator position is expected to be in office with a flexible schedule and limited travel. Candidates could eventually work remotely a few days per week as the position and candidate evolve.

Principal Accountabilities

The duties identified below are the essential responsibilities of the position:

  • Provide research, marketing and execution support for M&A transactions and marketing materials
  • Ability to develop market understanding of corporate and private equity entities
  • Source and identify companies and contacts for potential buyers and acquisition targets
  • Consideration of strategic combination of businesses
  • Develop research summaries for M&A and industry-specific newsletters
  • Availability and accountability to lead acquisition calls to develop interest and advance M&A discussions
  • Assist in management of internal CRM and external subscription research sources
  • Assist in database marketing activities
  • Support M&A presentations with appropriate research
  • Support office administrative and marketing functions, as needed

Qualifications

The requirements listed below are representative of the knowledge and skills required. The individual must be able to successfully pass background checks.

Education/Certification/Licensure

  • Bachelor’s degree preferred but not necessary

Experience Required

  • 2+ years of experience in key administration/finance, client delivery, research or related role

Knowledge and Skills Required

  • Motivated, self-starter with a passion and curiosity for research (always learning) 
  • Knowledge of CRM and software solutions, particularly Salesforce and Mailchimp
  • Technically skilled to work through multiple research sources, importing and exporting data
  • Strong Microsoft Excel skills
  • Ability to work in team setting with high collaboration
  • Excellent verbal and written communication skills
  • Highly organized and able to handle multiple projects at one time
  • Strong attention to detail

To be considered for this position, please submit your résumé and cover letter to mm@taureaugroup.com. 

INTENT AND FUNCTION OF POSITION DESCRIPTIONS

This position description is intended to cover the most significant aspects of the position. There may be additional responsibilities assigned beyond those stated in this position description. The Firm reserves the right to modify the role, responsibilities, requirements and position status as compliance regulations or business needs dictate.

Position descriptions assist the Firm in assuring the hiring process is administered fairly and qualified candidates are selected. They are essential to effective performance management and compensation systems.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the team member or others or which would impose undue hardship on the Firm. Position descriptions are not intended as and do not create employment contracts. The Firm maintains its status as an at-will employer and employment separations can occur for any reason not prohibited by law.