We collect professionals for both investors as well as M&A advisors. The Professional Search interface is designed to quickly filter these professionals and build lists.
Where to Access
You can quickly access the Professional Search interface from the Mergr Dashboard, as well as the Menu tray.
The Professional Search is designed to filter professionals based on location and professional category (investor vs advisors), however the most useful feature is the keyword search function.
Here is a breakdown of each professional search option.
1. Keyword Bio
Use the Keyword search field to look-up professionals by content contained in biographies.
2. Keyword Title
Use the Title search field to look-up professionals by the Title field. Eg., 'Operations' or 'Partner'.
3. Works for
As noted above, we capture 3 types of M&A professionals on Mergr. These include investor professionals, investment bank professionals, and legal professionals. If you wish to focus on one category for your search, you can use this field to isolate the desired category.
4. w/ Email
If you'd like to limit your result set to professionals with an available Email address, select the w/ Email checkbox.
5. 6. 7. City, State/Province, Country
If you'd like to limit your professional search to a certain geographic area - use the City, State/Province, or Country search options. For City, you can insert the 'OR' command between cities to search multiple cities at the same time.
8. Office Location Only
For investors or advisors that operate from multiple offices, we do our best to link professionals to their appropriate office location. By default, location based professional searches will look-up professionals based on where the firm is located as well as where the professionals are located. If you wish to look-up based on Office Location Only, select this checkbox.
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.