Deal origination and investment bankers are able to source deals both on the buy-side and working with private equity firms to locate companies for investment or acquisition, as well as on the sell side (working with companies that require financing or an exit). It’s not just a crucial component of successful investment banking but has become a necessity for all businesses looking to expand. This article will examine the top dos-and-don’ts for effective deal-making and some effective methods that the new generation of companies are using to improve their efficiency.

Traditionally, firms have relied heavily on inbound deal flow from their relationships with intermediaries and business owners. This isn’t an efficient method of increasing the number of deals and their quality. It is time-consuming and challenging to establish accurate goals and forecasts if the number of lead sources is not known.

Many investment banks are working on sourcing outbound deals. This approach involves looking for specific types in areas where the investment banker has experience and a network of contacts. This is increasingly done via online platforms like Axial that offer an online repository of deal information.

Many investment banks also use technology to automatize search processes, making sourcing leads easier and more efficient. This lets them focus their efforts on establishing and managing their relationships with pop over to this website intermediaries while also improving their ability to find, qualify, and connect with the most lucrative investment opportunities at the correct time.