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upwork.com π‘ 2026-05-12
πΉ B2B List Builder for Private Equity Research
π€ Client: πΊπΈ United States Member since 2020-01-02
π° Price: ****
π© Problem: Construct targeted company lists to support private equity research and acquisition pipeline development.
π¦ Existing: Not specified
Specifications:
[Target] - Identify founder-owned and family-owned companies in fragmented industries such as waste management, transportation & logistics, industrial services, specialty distribution, infrastructure services, and manufacturing. Include environmental services.
[Method] - Utilize tools like Apollo, LinkedIn, Google Maps, ZoomInfo, Crunchbase, OpenCorporates, industry directories, and manual web research to gather data.
[UI/UX] - Not applicable
[Stack] - Spreadsheet software (e.g., Excel) or CRM system for organizing and storing data. Web scraping tools if needed.
[Security] - Ensure compliance with data protection regulations; secure handling of sensitive information.
[Format] - Cleanly organized spreadsheets or CRM entries including company name, website/domain, owner/founder name, executive contacts (email/phone), headquarters city/state, industry/subsector, estimated size/revenue/employees, and notes on acquisition fit.
Workflow:
1. Define target industries and specific criteria for company selection.
2. Use provided tools to research and identify potential companies.
3. Verify company information through multiple sources including websites and public records.
4. Gather executive contact details using available data points.
5. Organize collected data in a structured format within spreadsheets or CRM systems.
6. Enrich and verify the accuracy of the gathered data.