Deal origination and investment banking is sourcing deals on the buy-side (working with private equity firms in order to find companies to invest in or buy) and on the sell-side (working with companies who want to raise funds or exit). It’s not just a crucial component of a bank’s success, but is now a necessity for any business looking to grow. This article will review the top tips Get the facts for successful deal-making and some of the most effective strategies that new-school firms are employing to increase their efficiency.

In the past time, firms relied heavily on deal flow that was generated by their relationships and interactions with intermediaries and business owners. But, this isn’t a reliable way to scale the quantity and quality of deal opportunities. It’s very time-consuming, and it’s challenging to develop accurate forecasts and goals when the quantity of lead sources that could be used can be unpredictable.

Many investment bankers are focused on outbound deal sourcing. This process involves searching for specific types of transactions in areas where they are experts and a large network of contacts. This is now increasingly done via online platforms such as Axial which provides an accessible database of deal details.

In addition that many investment banks utilize technology to automate their search processes, making the process of sourcing leads much simpler and more efficient. This enables them to focus on building and managing their connections with intermediaries while improving their ability to spot, qualify and connect with the most suitable investment opportunities at the right time.