Deal Origination Investment Banking

Deal origination bankers search for deals both on the buy-side, working with private equity firms to find companies for investment or acquisition, as well as on the sell-side (working with companies that require financing or an exit). It’s more than just a critical element of a successful investment banking, but is now a necessity for all businesses looking to expand. This article will review the top tips for successful deal initiation and will also provide some practical techniques that new-school firms are employing to increase their efficiency.

In the past, firms relied heavily on deal flow generated by their relationships with business owners and intermediaries. This isn’t a reliable method to increase the quantity of deals and the quality. It is extremely time-consuming and it’s hard to create accurate forecasts and goals when the amount of lead sources could be unpredictable.

Many investment banks are now focusing their efforts on sourcing outbound deals. This method involves searching for specific kinds of transactions in the areas where they have experience and a strong network of contacts. This is often done through online platforms like Axial that offer an online database of deal information.

Many investment banks also use technology to automatize search procedures, making the process of finding leads much easier and more efficient. This enables them to focus on establishing and managing their connections with intermediaries while improving their ability to spot and connect to the most suitable investment opportunities at the right time.

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