Research Associate

Cook M&A Advisory Services - Research Associate Position

(PLEASE NOTE: WE ARE ONLY LOOKING FOR APPLICANTS IN CHICAGOLAND or the surrounding area, we do not cover re-location costs, this job is on-site, not remote. If you are planning to move to Chicago please note that when you send in your application in order to be considered).

About Cook M&A Advisory Services

Founded in 1996, Cook M&A Advisory Services partners with private equity groups to streamline the acquisition process and execute investment strategies that drive proprietary deals. As one of the leading buy-side M&A advisory firms in the industry, we serve as a true intermediary— conducting research to identify acquisition targets, performing origination/connecting with business owners, and supporting both our private equity clients and target companies.

Our team is dedicated to creating long-term value for our clients by identifying strategic acquisition targets with significant growth potential and facilitating a seamless transaction experience.

Position Overview

The Research Associate plays a critical role in supporting Cook M&A’s client engagements by conducting detailed industry and company research to identify qualified acquisition targets. This position offers the opportunity to work closely with experienced professionals across the firm to contribute directly to the success of our private equity clients and target companies. This role specializes in market research and qualitative company assessment – focused on driving insights through a proprietary process and the use of unstructured data.

We are seeking a motivated individual with strong analytical skills, intellectual curiosity, and a collaborative mindset who is eager to build a lasting career in M&A research and advisory services.

Responsibilities

• Engage with clients and internal teams to understand investment criteria, industry focus, and project goals through a process-oriented mindset.
• Conduct in-depth market and industry research across a wide range of sectors, analyzing market size, trends, major players, M&A activity, competition, risks, and growth drivers.
• Source, organize, and synthesize information from multiple databases and public/private sources to develop comprehensive market insights.
• Identify and evaluate potential acquisition targets that align with specific client objectives, using both qualitative and quantitative criteria (e.g., company size, ownership, headquarters, business model, products/services, and end markets served).
• Maintain accurate and current information in the firm’s CRM system and research tools.
• Manage multiple projects simultaneously, ensuring the timely delivery of high-quality research and analysis.
• Collaborate closely with team members and leadership to support the overall success of each client engagement.
• Participate, contribute, and collaborate on department and company-level process initiatives to drive continuous improvement and efficiencies.

Desired Skills and Attributes

• Self-starter with a hands-on, proactive approach and strong sense of accountability.
• Naturally curious and strong critical thinking skills with the ability to evaluate complex information and draw sound conclusions.
• Excellent written skills and effective presentation and communication skills, capable of translating research insights clearly for internal teams and client stakeholders.
• Professional presence and confidence in interacting with executives, originators, managing directors, and private equity investors.
• Strong organizational and time management abilities with demonstrated adaptability and resilience in a dynamic environment where priorities may shift, while consistently maintaining high productivity and attention to detail.
• Proficiency in Microsoft Word, Excel, PowerPoint, and online research tools.
• Experience with CRM systems and research/financial databases (e.g., Grata, SourceScrub, ZoomInfo, PitchBook, CapitalIQ, Bloomberg).
• Demonstrates sound judgment, professionalism, and integrity in all interactions.
• Comfortable working in a fast-paced, entrepreneurial environment that values teamwork and initiative.
• Resourceful & creative problem-solving abilities.

Requirements

• Bachelor’s degree required
• In-office/non-remote
• Proficiency in Microsoft Office Suite

***If you would like to send a cover letter to describe you interest in this position please send cover letter to: polichpelusollc@gmail.com

Reporting

Reports directly to the Director of Research.

Why Join Cook M&A

At Cook M&A, you’ll be part of a highly collaborative, growth-oriented team where your work directly contributes to the success of our clients and firm. We invest in the professional development of our team members and provide a dynamic environment that encourages continuous learning, innovation, and long-term career growth within the organization.