Investment banking deal origination involves finding new opportunities and the opportunity to present them to private equity (PE) or venture capital companies and other financial intermediaries. These deals are typically the first step to a full-blown merger or acquisition.
A small-time broker might design an email to business owners in the hopes that they’ll need intermediary services should they decide to sell their company. A major Wall Street firm may conduct regular meetings with clients to obtain their permission for an investment banking transaction.
Both approaches have been employed for decades. However, technology has revolutionized the way things are done by streamlining processes and creating digital tools specifically designed to assist with deal sourcing in the investment banking industry. Using private company intelligence platforms, customized data analytics and purpose-built digital solutions for investment banking helps simplify the process of the process of identifying, analyzing and evaluating potential buyers for deals.
These digital tools enhance communication between team members as well as decrease the need for manual data entry. They help investment banks stay up-to-date with fast-moving deals, even when team members are in motion and unable to physically be at their desks. These are a few reasons that www.digitaldataroom.org/what-is-deal-origination/ modern investment banking firms are increasingly using technology for their core business operations. Check out how DealCloud helped Balfour Pacific scale their growth and improve their processes using an integrated platform of solutions.