Deal Origination Investment Banking
Deal origination and investment banking is an essential aspect of the work of capital market professionals, in that they assist their businesses to acquire valuable clients and generate leads. They also have to ensure that their company is aware of all current deals available to them and are prepared to make a bid if an opportunity is available.
This is a resource-intensive and time-consuming process, so firms are outsourcing certain aspects of their deal-making to experts or form an internal team dedicated to this task. Automated software solutions such as SlyBroadcast can be useful in this context, as they allow firms to follow-up with their clients via sending non-intrusive automated messages (i.e. pre-recorded voice messages) to their contacts letting them know about new opportunities.
Outbound deal sourcing, a more contemporary strategy, involves creating an outline of the potential buyers and contacting them directly. This kind of deal sourcing is typically executed by teams of specialists within an investment firm and is more likely to result in quantifiable results.
Investment bankers should not continue to rely on outdated technologies tools, processes, and techniques. Failure to be able to adapt to new tools and technologies could result in a loss of competitive advantage, and also the possibility of being overtaken by more agile competitors. Modern investment banks can benefit from the latest technologies and private company intelligence platforms to improve data collection and scale workflows. They can also convert data into a benefit for the company.
