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upwork.com 🟑 2026-05-10

πŸ”Ή Build Targeted Outreach List for M&A and Investment Banking Professionals
πŸ‘€ Client: πŸ‡ΊπŸ‡Έ United States Member since 2026-05-10
πŸ’° Price: ****
🚩 Problem: Generate detailed contact information for professionals in specific investment banks and target cities.
πŸ“¦ Existing: Not specified

Specifications:

[Target] Identify relevant professionals (Managing Directors, Partners, Directors) at provided firms [Method] Manual research [UI/UX] N/A [Stack] Web scraping tools, Excel/Google Sheets [Security] Verify email addresses for security and compliance [Format] Spreadsheet with labeled columns
[Target] Discover local investment banks, M&A advisory firms, business brokers in target cities [Method] Online search, directory lookup [UI/UX] N/A [Stack] Web scraping tools, Excel/Google Sheets [Security] Ensure data privacy and compliance [Format] Spreadsheet with labeled columns

Workflow:

Receive list of investment banks from client
Research each firm to identify relevant professionals (roles, contact details)
Verify email addresses where possible
Collect LinkedIn profile URLs for additional verification
Organize data in a spreadsheet with clear column labels
Submit completed spreadsheet to client

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