Deal origination www.digitaldataroom.org/what-is-deal-origination/ involves creating 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 in the process of constructing a full-fledged merger and acquisition deal.
A small-time broker might design a mailing to send to business owners with the hope that they will need intermediary services in the event that they decide to sell their business. At the higher end of the market one might find a large Wall Street firm might conduct regular meetings with potential clients to see if they will award them with their mandate for an investment bank transaction.
Both approaches are basically the same and have been around for decades, but modern technology has changed the game through streamlining processes and supplying purpose-built digital tools to help with investment banking deal sourcing. Private company intelligence platforms, special analytics, and purpose-built digital tools for investment banking help in identifying and analyzing potential partners for transactions.
These digital tools also improve communication with team members and reduce the requirement for manual data entry. They allow investment banks to stay up-to-date with fast-moving deal opportunities, even when team members are on the go and aren’t able to be physically at their desks. These are only a few reasons why investment banks of the future are using technology to manage their primary business operations. Find out how DealCloud enabled Balfour Pacific to increase their growth and improve their processes using an integrated platform of solutions.
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