We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 1,000 professionals across 15 countries, we offer an unmatched perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Learn more at www.lincolninternational.com.
At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.
Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.
Duties & Responsibilities:
The Research Specialist will play a critical role in supporting the investment banking team by identifying and evaluating privately held companies for potential acquisition, investment, or strategic partnerships. This individual will be responsible for sourcing high-potential targets, conducting market research, and delivering data-driven insights to support company qualification efforts. The ideal candidate will have strong financial acumen, experience working with financial and market data, and a deep understanding of private company research. This role reports to the Data Governance Manager, with a dotted-line relationship to the Co-Heads of the Private Company Coverage Group (PCCG).
Key Responsibilities:
- Company Research & Target Sourcing:
- Conduct research to identify companies in targeted industries that align with the M&A teams’
- Use company databases (e.g., PitchBook, CapIQ, Grata, Sourcescrub) and proprietary sources to identify companies and gather company intelligence.
- Track industry trends, deal activity, and market shifts to refine sourcing
- Financial & Strategic Analysis:
- Analyze company financials, funding history, and ownership structures to assess viability as
- Segment and prioritize companies based on key financial and operational
- Database Management & List Building
- Develop and maintain databases of potential targets, ensuring data accuracy and
- Standardize and categorize company profiles based on industry, size, and
- Regularly update target lists to reflect changes in company performance, ownership, or market
- Market Intelligence & Competitive Analysis
- Monitor M&A activity, IPO filings, and leadership changes to identify companies likely to consider a
- Track competitor strategies and market consolidation trends to provide strategic
- Summarize research findings in reports, memos, and presentations for deal
Qualifications:
Interested candidates should meet the following requirements:
Professional and Cultural Characteristics:
- Self-motivated, proactive, and able to thrive in a fast-paced
- Highly collaborative and a strong communicator who can interface with stakeholders across seniority
- Analytical thinker with a detail-oriented mindset and problem-solving
- Adaptable and eager to learn new technologies, tools, and business
- Aligned with Lincoln’s culture of excellence, entrepreneurship, and Qualifications:
- 2+ years of experience in data management and/or company
- Bachelor’s degree in Business, Finance, Accounting, Economics, Management Information Systems, or
- Strong proficiency in financial databases (e.g., PitchBook, Capital IQ, FactSet, Grata).
- Advanced Excel skills and experience working with large
- Prior experience in investment banking research, private equity, market intelligence, or financial analysis.Experience with project management and presentation.
- Knowledge of CRM systems (Salesforce, DealCloud) and automation tools for data
- Ability to work in a fast-paced environment, managing multiple projects under tight
Additional Information:
Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
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