Investment banking deal origination involves finding new opportunities and present them to private equity (PE) or venture capital companies and other financial intermediaries. In many cases these deals are the first step toward creating a full-fledged merger and acquisition deal.
At the lower end of the industry, a small-time broker might create an email list to mail to the owners of companies in the hope that they’ll require intermediary services if they decide to sell their business. A major Wall Street firm may conduct regular meetings with clients in order to obtain their permission for an investment banking transaction.
Both approaches have been employed for decades. But, technology has transformed the world by streamlining processes and introduces digital tools that are specifically designed to aid with deal sourcing for investment banking. Private company intelligence platforms, special analytics, and purpose-built digital tools for investment banking help streamline the process of identifying and researching potential targets for the transaction.
Digital tools can also enhance communication between team members and reduce the necessity for manual data entry. Investment banks are able to keep track of rapidly changing deal opportunities, even when team members are not physically working at their desks. These are just some of the reasons why investment banking companies are increasingly using technology to improve their core business operations. For example, check out how DealCloud helped Balfour Pacific Capital to improve their processes and expand their growth using a fully integrated platform of solutions.
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