Deal Transaction Outreach Analyst

Benchmark International is seeking business professionals to join its sell-side mergers and
acquisitions (M&A) teams as Deal Transaction Outreach Analyst.

From day one, our analysts gain hands-on experience in the deal execution process, developing
negotiation skills, mastering valuation concepts, and supporting clients through the full transaction
lifecycle. Analysts work directly with business owners, private equity firms, corporate development
teams, and strategic acquirers to move deals from engagement to closing.

This role requires effective communication skills, resilience, and the ability to hold your own in
discussions with executives and investment professionals. Analysts manage multiple projects across
industries simultaneously, ensuring buyers remain engaged and transactions progress toward
favorable outcomes for our clients.

Unlike origination roles, Benchmark’s transaction teams begin work once an engagement is signed
and carry responsibility through to closing. This structure allows analysts to focus exclusively on
executing transactions and managing the portfolio of active client mandates.

Key Responsibilities

• Serve as a front-line contact for clients (business owners selling their companies) and
  potential acquirers.
• Manage early-stage deal execution, including acquirer introductions, NDA negotiations, and
  facilitation of buyer access to client materials.
• Coordinate buyer–seller communications, including conference calls, site visits, and follow
  - ups, with the goal of advancing buyers toward offers.
• Respond to and manage buyer due diligence inquiries, escalating to senior team members or
  clients as needed.
• Develop and maintain relationships with private equity funds, venture capital groups, family
  offices, and strategic acquirers.
• Support the preparation and refinement of client marketing materials and acquiring target
  lists.
• Maintain accurate records in the firm’s CRM system to track deal activity and progress.
• Conduct industry and market research to inform transaction strategy and buyer targeting.
• Prepare clear, concise reports and presentations to communicate findings and deal updates
  to the team and clients.

Job Requirements

As a Deal Transaction Outreach Analyst, you must bring high energy, passion, and a motivated, can-do attitude,
coupled with a strong desire to succeed in the dynamic M&A industry. Success in this role requires exceptional communication, analytical, mathematical, interpersonal, and presentation skills.

This is a client-facing position working exclusively with existing clients. Analysts must
be able to deliver both positive and challenging news with professionalism and empathy, while guiding clients through the sale process at a steady and productive pace.

Education/Training/Experience

Bachelor’s Degree, one-year related experience, and/or training; or equivalent combination of
education and experience.

Specific qualifications for the Deal Transaction Outreach Analyst include:

• Strong presentation skills with the ability to address and respond effectively to clients, buyers,
  managers, and stakeholders.
• Excellent written and verbal communication skills, with the ability to deliver information in a
  professional, persuasive, and empathetic manner.
• Strong prioritization, organizational, and time management skills; capable of handling multiple
  projects simultaneously.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and skilled in conducting online
  research using platforms such as Pitch Book, Priv Co, Deal Nexus, IBISWorld, Hoovers, One Source,
  Corp Fin, and First Research.
• Commercial acumen and a clear understanding of the M&A process and industry dynamics.
• Flexibility to occasionally work outside standard business hours to meet client and transaction
  needs.
• Willingness to travel for short overnight trips on short notice (typically no longer than two days).
• Ability to obtain a Real Estate Salesperson License within prescribed time of employment
  (company-sponsored).
• No unfavorable history with FINRA, the SEC, or any state regulatory agency.
• On-site presence required, Monday through Friday (this is not a remote or hybrid role).
• Professional presence and demeanor consistent with Benchmark…