Teams at Teamshares

Source and qualify lower-middle-market acquisition opportunities, build referral relationships with bankers and brokers, own CRM and reporting, perform historical financial underwriting and normalization, run discovery calls, prepare deal summaries and workbooks, and support LOI preparation under senior guidance.

The GL Accountant is responsible for financial transaction recording, accounts receivable management, vendor invoice processing, bank reconciliations, payroll transactions, and collaborating closely with clients and controllers.