Deal Origination Investment Banking

The process of originating a deal in investment banking involves finding new opportunities and the opportunity to present them to private equity (PE) or venture capital companies and other financial intermediaries. In many cases these deals are the initial step toward creating a full-fledged merger and acquisition agreement.

A small-time broker might design an email to business owners hoping that they will need intermediary services if they decide to sell their company. A big Wall Street firm may conduct regular meetings with clients to get their approval for an investment banking transaction.

Both approaches are basically the same and have been around for a long time, however technology has revolutionized the game by streamlining processes and providing purpose-built digital tools to aid in deal sourcing in the investment banking industry. Private company intelligence platforms, specialized analytics, and purpose-built digital tools for investment banking simplify the process of identifying and analyzing potential partners for an investment.

These digital tools facilitate the communication between team members and decrease the need for manual data entry. Investment banks are able to keep up with the rapidly changing deals even when team members aren’t physically present at their desks. These are just some of the reasons why modern investment banking firms Get the facts are increasingly using technology to improve their main business operations. For instance, see how DealCloud helped Balfour Pacific Capital enhance their processes and scale their growth using a fully integrated platform of solutions.