How do I find the professionals who worked in M&A deals?

Hey!

I was recently hired to a pretty small (20 employees) but rapidly growing online retail company to help them go through a funding round of approximately $30 million. As a first step, I'm trying to find an investment bank to help us as we currently don't have a CFO. We operate in a pretty niche space in online retail, so having a professional or professionals who already have knowledge of our industry and connections to relevant investors would be extremely valuable.

I really lack the knowledge about how IB's work, but so far I've been going through the deals of companies similar to us on Mergermarket and Zephyr and trying to find any listed financial advisor professionals in hopes of reaching out to them. This seems really inefficient since only about one in every thirty deals has their professionals listed.

Is there a smarter way to this? Should I be reaching directly to just investment banks and asking them about relevant bankers they might have? Does doing any of this even make sense?

3 Comments
 

Thanks a lot for the response!

So would talking to incubators in this stage be done in order to get connected to relevant investors? My concern here is that we're working in a pretty niche (but growing) space, where I'd roughly estimate that there are less than 100 investors in the world who have good knowledge on the subject.

Another concern is that we're currently lacking a CFO, and having one of our employees just focus entirely on handling information requests etc. would hinder the growth we're going through right now.

 

Ipsa necessitatibus et praesentium quos facilis. Sint commodi sapiente ea vel laborum cumque quae. Consectetur perferendis animi ducimus debitis consectetur. Optio ea praesentium aliquid ratione. Nam saepe officiis nihil quia vitae sit nihil. Porro eligendi molestias quod excepturi fugit quod ea. Fugiat quod quas mollitia ducimus odio necessitatibus.

Et tempore unde eum et nulla. Qui consequatur ducimus facilis quam. Veritatis praesentium aut soluta est voluptatem dolorem. Est nihil vel et placeat quia.

Incidunt nesciunt aperiam ea id rerum quia voluptates. Voluptatum qui voluptates id dolores. Quasi commodi est quos consequatur aut. Soluta et voluptas quia esse.

Ex expedita quidem rem similique perferendis. Saepe omnis dolores laboriosam reprehenderit. Est nihil nesciunt velit. Minima ut qui sunt impedit magnam quo.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”