Investment banking deal origination involves finding new opportunities and presenting them to private pop over to this website equity (PE) and venture capital firms, and other financial intermediaries. These deals are typically the first step to a full-blown acquisition or merger.
A small-time broker could design an email to business owners in the hope that they’ll require intermediary services if they decide to sell their company. At the upper end of the spectrum one might find a large Wall Street firm might conduct regular meetings with prospective clients, hoping that they will award them with their mandate for an investment bank transaction.
Both methods have been utilized for decades. However, technology has changed things by streamlining processes and creating digital tools specifically designed to assist with investment banking deal sourcing. Using private company intelligence platforms, specialized data analytics and specialized digital solutions for investment banking help simplify the process of identifying, analyzing and evaluating potential targets for a deal.
These digital tools facilitate collaboration between team members and make it easier to enter data manually. They allow investment banks to stay at the forefront of fast-moving deals, even when team members are on the move and aren’t able to be physically at their desks. These are some of the reasons why investment banking companies are increasingly using technology to improve their primary business operations. Find out how DealCloud helped Balfour Pacific increase their growth and improve their processes with an integrated platform of solutions.