Deal origination investment banking involves creating new opportunities for private equity (PE) companies as well as venture capital firms and other financial intermediaries. In many instances, these deals are the initial step toward creating a full-fledged merger and acquisition deal.
At the lower end of this industry a small-time broker could create mailing lists to send out to owners of businesses in the hope that they will require intermediary services if they decide to sell their business. On the other hand, at the top of the industry one might find a large Wall Street firm might conduct regular meetings with potential clients, hoping that they will award them with their authority to invest in a bank transaction.
Both approaches are essentially identical and have been around for a long time, but the advent of technology has transformed the game by streamlining processes, and by providing specially-designed digital tools to assist with deal sourcing in the investment banking industry. Private company intelligence platforms, advanced analytics, as well as purpose-built digital tools for investment banking simplify the process of identifying and analyzing potential targets for the transaction.
These digital tools facilitate communication between team members as well as reduce manual data entry. They aid investment banks in staying up-to-date with fast-moving deal opportunities even when team members are in motion and unable to physically be at their desks. These are only a few reasons modern investment banks are turning to technology-based solutions to run their primary business operations. For instance, look at how DealCloud helped Balfour Pacific Capital improve their processes and scale their growth with a fully-integrated platform of solutions.
