Deal origination investment banking involves finding deals on the buy-side (working with private equity firms to identify companies to invest in or buy) and on the sell-side (working with companies seeking to raise funds or exit). It isn’t just a key element of a successful investment bank, but is now a must for all businesses looking to grow. This article will review the most effective dos and don’ts to use for deal-making and some effective methods that the new generation of firms are employing to increase their efficiency.

Traditionally, firms have relied heavily on inbound deal flow from their connections with intermediaries and owners. However, this isn’t an effective way to increase the number and quality of deal opportunities. It’s time-consuming and difficult to establish accurate goals and forecasts when the amount of lead sources is unpredictable.

Many investment bankers are now focussing on outbound dealsourcing. This process involves searching for specific kinds of transactions in the areas in which they have expertise and a strong network of contacts. This is increasingly Homepage digitaldataroom.org/restoring-accidentally-deleted-documents-or-requests-in-a-data-room/ done through online platforms, such as Axial which acts as an integrated repository for deal details.

Many investment banks also use technology to automatize processes for searching, making the process of the process of sourcing leads simpler and more efficient. This allows them to concentrate on building and managing their connections with intermediaries and improving their ability to spot and qualify the most suitable investment opportunities at the right moment.