Who's in this search (and who isn't)
Mergr tracks senior professionals on the investor and advisor side:
Private equity firms — partners, principals, managing directors, and other senior investment professionals.
Investment banks — senior bankers covering M&A.
Law firms — senior attorneys covering M&A.
Note: Mergr does not track company-level executives — no CEOs, CFOs, founders, or board members at portfolio companies, public companies, or standalone privates. For company contacts, pair Mergr with a dedicated contact tool.
Where to access
Open the Professional Search from the Mergr Dashboard or the Menu tray.
Search filters
See all options for searching professionals.
Keyword Bio — Searches the text of each professional's biography. Useful for surface-level expertise scans (e.g.,"healthcare," "middle-market," "distressed").
Keyword Title — Searches the Title field directly (e.g., Partner, Operations, General Counsel). Use OR to match multiple titles in one search (e.g., "Controller OR CFO").
Works for — Restricts the search to one professional category: PE firm, investment bank, or law firm. Use when you only want one side.
w/ Email — Restricts results to professionals with an email on file. Useful for direct-outreach lists.
City — Narrows geographically. Use OR to search multiple cities in one query (e.g., "New York OR Boston").
State / Province — Narrows by state or province.
Country — Narrows by country.
Office Location Only — By default, geographic searches match professionals based on either the firm's HQ or the professional's individual office location. Check this box to match only on the professional's individual office — useful when firms have multiple offices and you want to isolate the regional team.
When to use which filter
Building a sell-side or buy-side mandate outreach list → Title (e.g., Managing Director) + Works for: Investment Bank + City/State + w/ Email.
Finding M&A counsel in a region → Works for: Law Firm + City + Title (e.g., Partner).
Recruiting from a target firm → Works for: PE Firm + Title + Office Location Only (to isolate the team in a specific office).
Vendor and service-provider BD (selling to PE professionals, IB bankers, or M&A lawyers) → Title + City + w/ Email for direct outreach lists.
Going further
For a PE firm's talent flow (where the team came from, where alumni went) — see Lineage.
For an LLM-narrated profile of a firm including senior team context — see Dossier.
For a firm's deal counterparties (who they bought from, who they sold to) — see Trading Partners.
For ranked lists of firms, banks, and law firms by M&A activity — see Rankings.
Downloading
You can export the first 250 records of your result set to a CSV file. To do so, simply select the Download link located atop the result table.
For a list of professional fields available for export, click here.
Saving to a List
You can save individuals to a list by selecting each record and clicking Save to List. You will be prompted to create a new list or save to an existing list.