Deal origination in investment banking involves finding new opportunities and making them available to private equity (PE) as well as venture capital companies and other financial intermediaries. These deals are often the first step towards a full-fledged acquisition or merger.
A small-time broker can create a mailing to send to business owners in the hope that they’ll require intermediary services should they decide to sell their business. On the other hand, at the top of the market the big Wall Street firm might conduct regular meetings with potential clients in the hopes that they will award them with their mandate for an investment bank transaction.
Both methods are basically identical and have been around for decades, but technology has changed the game through streamlining processes and offering purpose-built digital tools to help with deal sourcing in the investment banking industry. Using private company intelligence platforms, customized data analytics and custom-designed digital solutions for investment banking simplify the process of finding, researching and ranking potential buyers for deals.
These digital tools enhance collaboration between team members and reduce the need for manual data entry. Investment banks are able to remain on top of rapidly changing deal opportunities, even when team members are not physically working at their desks. These are just a few reasons why modern investment banking firms are www.digitaldataroom.org/what-is-operating-synergy/ increasingly turning to technology solutions for their core business operations. See how DealCloud helped Balfour Pacific scale their growth and improve their processes by providing an integrated platform of solutions.
