Deal origination in investment banking involves finding new opportunities and presenting them to private equity (PE) as well as venture capital firms and other financial intermediaries. In many instances, these deals are the initial step in the process of constructing a full-fledged merger and acquisition agreement.

A small-time broker might design an email to business owners in the hopes that they’ll need intermediary services when they decide to sell their business. On the other hand, at the top of the spectrum one might find a large Wall Street firm might conduct regular meetings with potential clients with the hope that they will grant them their mandate for an investment bank transaction.

Both methods have been utilized for a long time. However, technology has transformed the world by streamlining processes and creating digital tools specifically designed to aid with deal sourcing in the investment banking industry. Private company intelligence platforms, specialized analytics, and purpose-built digital tools for investment banking to speed up the process of finding potential targets and conducting research for an investment.

These digital tools improve the communication between team members and decrease the need for manual data entry. They allow investment banks to stay 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 just a few reasons why modern investment banks are using technology solutions to manage their core business operations. For instance, take a look at how DealCloud helped Balfour Pacific Capital improve their processes and scale their growth with a fully integrated platform of solutions.

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