Deal Origination Investment Banking

Deal origination is the process of finding new opportunities for private equity (PE) companies as well as venture capital firms and other financial intermediaries. In many cases these deals are the initial 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 hoping that they’ll require intermediary services when they decide to sell their business. A large Wall Street firm may conduct regular meetings with clients in order to obtain their permission for an investment banking transaction.

Both methods are basically identical and have been in use for decades, but modern technology has changed the game by streamlining processes and providing purpose-built digital tools to help with deal sourcing for investment banks. Private company intelligence platforms, specialized analytics, and specially-designed digital tools for investment banking help to speed up the process of identifying and analyzing potential partners for a transaction.

These digital tools enhance collaboration between team members and reduce the need for manual data entry. They allow investment banks to stay up-to-date with fast-moving deals, even when team members are traveling and aren’t physically at their desks. These are just a few of the reasons why investment banks of the future are using technology solutions to run their primary business operations. For example, check out how DealCloud helped Balfour Pacific Capital enhance their processes and scale their growth using a fully integrated platform of solutions.

http://www.digitaldataroom.org/what-is-operating-synergy

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