Deal Origination Investment Banking

October, 18 2023

Investment banking deal origination entails finding new opportunities and present them to private equity (PE) and venture capital companies and other financial intermediaries. In many instances these deals are the first step toward creating a full-fledged merger and acquisition deal.

At the lower end of the industry A small-time broker may create an email list to send out to owners of businesses hoping that they will need intermediary services if they decide to sell their business. A large Wall Street firm may conduct regular meetings with clients in order to win their mandate for an investment banking transaction.

Both methods are basically identical and have been around for decades, but technology has changed the game by streamlining processes and supplying purpose-built digital tools to help with investment banking deal sourcing. Utilizing private company intelligence platforms, customized data analytics and purpose-built digital solutions for investment banking helps in the process of identifying, analyzing and evaluating potential buyers for deals.

Digital tools can also enhance communication between team members and decrease the requirement for manual data entry. They help investment banks stay at the forefront of fast-moving deals, even when team members are in motion and aren’t physically at their desks. These are only a few reasons why investment banks of the future are using technology to run their main business operations. For instance, see how DealCloud helped Balfour Pacific Capital to improve their processes and accelerate their growth with a fully integrated platform of solutions.

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