# Candidate Research & Long-List Build for Business Broker (Main Street M&A)s

> AI builds the long-list from DealStream, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%.

- **Role:** [Business Broker (Main Street M&A)](https://calish.com/workflows/for/business-broker-main-street-manda/)
- **Category:** [Reporting & Analytics](https://calish.com/workflows/category/reporting-and-analytics/)
- **Specialty:** [Lower Middle Market M&A](https://calish.com/workflows/specialty/lower-middle-market-manda/)
- **Action:** Candidate Research & Long-List Build
- **Canonical URL:** https://calish.com/workflows/candidate-research-and-long-list-build-for-business-broker-main-street-manda/

## The Problem

Lower Middle Market M&A engagements depend on a strong long-list of 50–100 candidates per role — and candidate research in DealStream burns associate hours that could go to relationship work.

## What We Build

AI builds the long-list from DealStream, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%.

## Tools & Integrations

- DealStream
- BizBuySell Pro
- Salesforce
- Datasite
- Zapier

## How It Works

1. **Discovery call.** We map your current candidate research & long-list build process and identify where AI saves the most time.
2. **Build & integrate.** We build the workflow and connect it to the tools you already use — no software changes required.
3. **Review & refine.** You review the results, we fine-tune until it matches your standards, then it runs on autopilot.

## Tool-Specific Implementations

- [DealStream](https://calish.com/workflows/with/candidate-research-and-long-list-build-for-business-broker-main-street-manda-with-dealstream/) — Candidate Research & Long-List Build built natively in DealStream
- [BizBuySell Pro](https://calish.com/workflows/with/candidate-research-and-long-list-build-for-business-broker-main-street-manda-with-bizbuysell-pro/) — Candidate Research & Long-List Build built natively in BizBuySell Pro
- [Salesforce](https://calish.com/workflows/with/candidate-research-and-long-list-build-for-business-broker-main-street-manda-with-salesforce/) — Candidate Research & Long-List Build built natively in Salesforce
- [Datasite](https://calish.com/workflows/with/candidate-research-and-long-list-build-for-business-broker-main-street-manda-with-datasite/) — Candidate Research & Long-List Build built natively in Datasite

## Related Workflows

- [Buyer Qualification & NDA Management for Business Broker (Main Street M&A)s](https://calish.com/workflows/buyer-qualification-and-nda-management-for-business-broker-main-street-manda/)
- [LOI Drafting & Negotiation Support for Business Broker (Main Street M&A)s](https://calish.com/workflows/loi-drafting-and-negotiation-support-for-business-broker-main-street-manda/)
- [Data Room Prep & Buyer Diligence for Business Broker (Main Street M&A)s](https://calish.com/workflows/data-room-prep-and-buyer-diligence-for-business-broker-main-street-manda/)
- [Subcontractor & Bid Management for Business Broker (Main Street M&A)s](https://calish.com/workflows/subcontractor-and-bid-management-for-business-broker-main-street-manda/)
- [Reference Checking & Backchannel for Business Broker (Main Street M&A)s](https://calish.com/workflows/reference-checking-and-backchannel-for-business-broker-main-street-manda/)
- [Search Status & Client Reporting for Business Broker (Main Street M&A)s](https://calish.com/workflows/search-status-and-client-reporting-for-business-broker-main-street-manda/)

---

Book a free 30-minute consultation: https://calish.com/contact