Remote M&A Deal Sourcing and Lead Gen Associate - US and Canada

Remote M&A Deal Sourcing and Lead Gen Associate – US and Canada Company Spektrum Capital Advisors LLC is a U.S.-based middle-market investment banking and M&A advisory firm. We advise founder-owned businesses on company sales, acquisitions, growth capital and private placements of debt and equity. We are seeking an experienced, detail-oriented remote researcher based in the Philippines to support our deal-sourcing and lead-generation activities in the United States and Canada. This will begin as a small, paid pilot project. Strong performance may lead to regular part-time work and increasing responsibility. Pilot Project Duration: Approximately 15 hours over two weeks Hourly rate: $5-7 per hour Maximum hourly compensation: $100 Performance incentive: Up to $50 Maximum pilot budget: $150 Responsibilities The selected associate will: Identify privately held U.S. and Canadian companies that meet defined acquisition or investment criteria. Research each company’s business model, services, size, ownership, geography and strategic relevance. Identify the correct decision-makers, including the CEO, founder, owner, corporate development leader or investment professional. Find and verify business email addresses, LinkedIn profiles and publicly available contact details. Provide a concise explanation of why each company is a suitable target, buyer, investor or transaction prospect. Maintain all research in Spektrum’s Excel template or CRM. Avoid duplicates, irrelevant companies and generic contact information. Support targeted email and LinkedIn outreach after receiving Spektrum’s approval. Pilot Deliverable The initial assignment will cover one defined industry and transaction thesis. The associate will be expected to deliver approximately 200 carefully screened companies, including: Company name Website Headquarters Estimated revenue or employee range Ownership type Business and service description CEO/founder or relevant decision-maker Job title LinkedIn profile Verified business email Publicly available telephone number, where available Source links Two- or three-sentence strategic-fit rationale Lead status and research notes Quality is more important than volume. A list of generic or unverified contacts will not be accepted. Qualified Lead Definition A lead will be considered qualified when: It meets the written industry, geography, size and ownership criteria; It is not already in Spektrum’s CRM or exclusion list; The correct senior decision-maker is identified; The business email is verified; Supporting source links are provided; and The strategic-fit rationale is specific and credible. A $50 performance incentive will be paid for the accepted 200 high quality leads. Required Experience At least two years of B2B lead-generation, market-research or company-research experience Strong English reading and writing skills Experience researching U.S. or Canadian companies Strong proficiency in LinkedIn, Google, Excel or Google Sheets Familiarity with tools such as LinkedIn Sales Navigator, Apollo, Crunchbase, PitchBook, ZoomInfo, Hunter, RocketReach or similar platforms Ability to estimate company size using credible sources Strong attention to detail and ability to follow precise instructions Reliable internet connection and availability for periodic calls during U.S. Eastern Time Philippines residents highly preferred. Preferred Experience M&A, private equity, investment banking, corporate finance or transaction-sourcing experience Familiarity with technology services, cybersecurity, healthcare, pharma services or business services Experience identifying founder-owned and private-equity-backed companies Experience working with CRMs and managing exclusion or duplicate lists Ability to draft concise, personalized outreach messages Confidentiality and Conduct The selected contractor will be required to: Sign a confidentiality and contractor agreement; Use Spektrum information only for the assigned work; Keep all client names, transaction information and target lists confidential; Avoid contacting any company without prior written approval; Follow applicable privacy, platform and anti-spam requirements; and Return all research and work product to Spektrum. How to Apply Please provide: A short description of your relevant lead-generation and company-research experience. The research databases and tools you have used. One anonymized example of a set of 10 target-company or prospect list you prepared. Your hourly rate. Your availability over the next two weeks. Your usual working hours and time zone. The answer to the following screening question: “Please identify three privately held U.S. or Canadian cybersecurity service companies with approximately 50–500 employees. For each company, provide its website, headquarters, CEO or founder, LinkedIn profile and one sentence explaining why it could be relevant to an M&A buyer.” Applications without a response to the screening question will not be considered. Please begin your application with the words “Spektrum Deal Sourcing” so that we know you have read the complete posting.