Deal Intelligence Analyst

Position Overview
We are seeking a Deal Intelligence Analyst to help Potomac become the leading source of transaction intelligence within the industries we serve.

This role combines research, market intelligence, business writing, and executive outreach. The successful candidate will monitor M&A activity, track private equity-backed platforms and strategic buyers, gather information from industry participants, and produce first-draft transaction intelligence reports.
The role is ideal for someone who enjoys research, pattern recognition, writing, and learning how businesses are bought and sold.

Key Responsibilities

Transaction Intelligence
Monitor M&A activity across assigned industries
Track acquisitions, recapitalizations, platform investments, and private equity activity
Maintain an internal transaction database
Research buyers, sellers, private equity sponsors, and market trends
Identify strategic themes behind transactions

Content Development
Draft transaction intelligence reports
Prepare summaries of acquisitions and industry developments
Assist with development of articles, market commentary, and educational content
Maintain consistency across Potomac’s website and content platforms

Executive Outreach
Contact buyers, sellers, executives, and investors for comments and insights
Schedule interviews and gather transaction-related information
Build relationships with industry participants
Maintain contact records inside HubSpot

Buyer Intelligence
Maintain buyer profiles and acquisition histories
Track strategic priorities of major acquirers
Monitor geographic expansion efforts
Track platform and tuck-in acquisition activity
Support Potomac’s buyer intelligence database

Research & Analysis
Identify industry trends
Track valuation themes
Monitor consolidation activity
Produce market intelligence reports for internal use

Qualifications
Excellent written and verbal English
Strong research and analytical skills
High attention to detail
Strong organizational abilities
Ability to work independently
Comfortable communicating with senior executives
Proficiency with AI tools such as ChatGPT
Strong Microsoft Office and Google Workspace skills

Preferred
Background in business, finance, economics, journalism, or research
Experience with HubSpot or CRM systems
Experience writing business content
Understanding of private equity, M&A, or financial markets
Experience with LinkedIn research and outreach