Optimize your deal strategies with us
Our experts streamline deal pipelines, engage buyers, and nurture key relationships for efficient deal management.
Our deal origination process
Maximize investment opportunities with our deal origination services, ensuring no valuable deal is missed.
Target research
We identify potential prospects in your niche market and validate the investment feasibility.
Monitoring
Our advisors track the target list for growth and M&A readiness, offering informed guidance.
Outreach campaigns
We conduct email campaigns to convert prospects into leads and build strong acquisition relationships.
Calendar and email management
A dedicated specialist manages communication, ensuring active engagement in deal sourcing.
Strategy analysis
We enhance investment returns by presenting well-researched and vetted deals with clear strategies.
Performance measurement
We track Key Performance Indicators (KPIs) for an efficient deal sourcing process and provide regular updates.
Our deal origination strategies
Enhance financial prospects through strategic pitches for mergers, acquisitions, and financing.
Deal sourcing
Improve investment precision with tailored deal-sourcing.
Target filtering
Refine searches with targeted filters and lists.
Personalized outreach
Personalize emails via API for stronger connections.
Automated follow-ups
Boost engagement with AI-driven follow-ups.
Most popular deal sourcing strategies
In-house deal sourcing
Firms leverage their own finance professionals with extensive deal origination experience and networks, enhancing the deal quality.
Contractual deal sourcing specialists
Utilize external consultants who work with investment banks for client sourcing, providing expertise on a flexible, contract basis.
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Traditional vs. Online Deal Origination
Deal origination can be approached through two main methods: the traditional approach and online deal origination.
Traditional approach
Leverages a firm's network for investment opportunities, capitalizing on contacts and referrals for leads.
Online deal origination
Tech-driven sourcing in M&A, using fintech platforms, broadens outreach and improves industry engagement.
Our expertise
Our deal origination team actively surveys the market to identify the most suitable deals aligned with your investment objectives.
Integrated deal flow strategy
Our approach uses data, technology, and expertise for better inbound deal flow.
Rapid response service
Experience our full-service deal origination with assured 12-hour response.
Cost-efficient deal flow
Enhance investment efficiency and deal flow quality and quantity at no extra cost.
Customizable pricing plans
Customize the price for your investment campaign based on the outreach plan selected.
Pitch calibration support
Get pitch calibration support with sample pitches and strategic guidance.
Flexible prospect engagement
Based on the outreach plan, we deliver 50-600 diverse prospects engagements.
Frequently asked questions
What is deal origination?
Deal origination refers to the process of identifying investment opportunities by investment banks, venture capital firms, and private equity firms.
What is deal sourcing and execution?
Deal sourcing involves the establishment and upkeep of client relationships and investment opportunities. On the other hand, execution is the phase that ultimately results in a transaction.
What does a deal origination company do?
A deal origination company actively maintains the deal pipeline for funds, pitches potential buyers, generates leads, and manages relationships with intermediaries.
What is deal execution?
Deal execution involves the preparation of documents essential for deal-making and negotiations and is regarded as the finalization of a deal.
How does deal sourcing work?
Deal sourcing is a process that enables financiers, including investment bankers, private equity firms, and business owners, to identify potential business opportunities.
