Deal Origination Investment Banking

Deal origination investment banking is an integral component of the job of professionals in capital markets, in that they assist their businesses to acquire valuable clients and generate leads. They also ensure that their company is aware of all the current deals that are available to them and is ready to place a bid when an opportunity arises.

This is usually a time-consuming and resource-intensive activity, and many firms are either outsourcing a portion of their deal creation efforts to contracted specialists, or creating a full-time in-house teams that are dedicated to this work. Automated software like SlyBroadcast can also be a valuable tool in this case. They enable companies to follow up on their clients by sending non-intrusive automated voice messages (i.e. pre-recorded messages) to their contacts, and letting them know about any new opportunities.

While the traditional approach to deal origination relies on a firm’s existing client network and reputation within the investor community outbound deal sourcers are a more modern method that involves preparing lists of leads that could be sourced and directly contacting them directly. This kind of deal sourcing, which is usually performed by specialized investment firms and is more likely to produce quantifiable results.

As we wouldn’t like to live in a world without mobile apps for movie theaters that conveniently list show times or cameras that require us to drop off rolls of film to be developed investment bankers can no longer afford to rely on outdated technology, tools and processes. Failure to be able to adapt to new tools and technologies can cause a loss of competitive advantage as well as the risk of being taken over by more agile competitors. Modern investment banks are able to take advantage of advanced technologies and private company intelligence platforms to speed up data collection and expand workflows. They are also able to transform data into benefits for their clients.

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