M&A Research Intern - Investment Banking

M&A Research Analyst Intern, Technology Investment Banking

Location : Pune

Job Description :

We are looking for an Investment Banking Intern with an interest in B2B email marketing and lead generation for technology and consulting companies across industry verticals. As a M&A Research Analyst Intern, Technology sector, you will take on various responsibilities such as email prospecting; maintaining prospect databases; writing well-researched and specific emails for a CxO audience that entice readers to respond positively; running email campaigns and generating summarised reports and or metrics to measure effectiveness.

The firm believes in providing appropriate opportunities for building meaningful experience within the Investment Banking industry, getting exposure to the ecosystem and key external participants in the Investment Banking ecosystem, and building valuable industry connections and professional networks over the longer term.

Key Requirements :

Researching Technology companies across different domains including IT Services, AI, Cloud, IoT, etc. based on certain investment parameters such as Revenue, No of employees, industry and other key parameters

Building and maintaining key information repository and contact databases with high accuracy

Assisting senior Transaction team with support required on a daily basis with respect to building information lists above in a timely and accurate manner (for eg : you may quickly gather research and information on Top 30-50 AI companies on one day and next work on different Technology industry segment based on business priorities, etc.)

Coordinating and scheduling discovery calls with qualified companies, investors, etc. and managing emails / follow-ups proactively

Maintaining call volume and research metrics per day with the intent to qualify leads and support the process with the team

Conduct secondary research based on the specific technology sector and conduct market analysis

Requirements :

A curious individual who is a passionate stalker of tech companies

Possess interest in identifying and developing opportunities through insightful secondary research and can browse extensively

Can build, scrub and curate email marketing database / information to support campaigns

Experience in handling email automation tools and social media platforms like LinkedIn Sales Navigator, Twitter, etc.

Must have strong inner drive and self-discipline, proficiency in MS Excel ,B2B SaaS, Data Analytics and Technology sector knowledge is a plus

Exceptional Research skills & the ability to manage large databases of information, lists, excel data, etc.

Ability to support and prioritize work as assigned by senior team members

Fluency in written and spoken English as well as strong communication and tele-calling skills

About the Firm :

SA Global Advisors (SA) is a leading global investment banking firm focused exclusively on growth investments and M&A for the Digital and Technology sectors. Our partners and senior executives are deeply rooted entrepreneurs with more than two decades of experience as founders, operating executives, and investors. We bring a unique perspective shaped by our own successful journeys in scaling, acquiring, growing, and exiting technology companies backed by marquee global investors.

At SA, our core focus is partnering with Entrepreneurs, Institutional Investors, and Boards of Directors to execute strategic transactions ($10M to $200M) that accelerate growth, unlock value, and transform the growth trajectory for mid-market technology companies(PE-backed or publicly listed). Our M&A advisory practice is designed to drive value creation - bridging portfolio gaps for strategic investors while enabling multi fold growth for Entrepreneur-led companies through accelerated scale, expanded market presence, and non-linear value creation.

We specialize in high-growth segments across Digital Transformation, Data and AI led Consulting Services, Engineering R&D (ER&D) and Data & Cloud Engineering, with focus on sub-sectors such as Embedded Systems, PLM, MBSE, Digital Manufacturing, Cloud Modernization, Gen-AI & Data Analytics, DevOps & Managed Services.