Deal origination investment banking involves sourcing deals on the buy-side (working with private equity firms in order to find companies to invest in or acquire) and on the sell-side (working with companies seeking to raise funding or exit). It’s more than just a critical component of successful investment banking, but is now required for all businesses looking to expand. This article will examine the top tips for successful deal initiation and also some strategies that young firms are employing to increase their efficiency.

Traditionally, firms have relied heavily on inbound deal flow sourced through their relationships with intermediaries as well as business owners. However, this is not an effective way of increasing the quantity and quality of deal opportunities. It is time-consuming and challenging to establish precise goals and forecasts when the number of lead sources is not known.

Many investment banks are focusing their efforts on sourcing outbound deals. This involves looking for specific types of transactions in areas where they are experts and a strong network of contacts. It is now increasingly conducted through online platforms, like Axial which acts as a central repository for deal information.

In addition that many investment banks utilize technology to automate their search processes, making the process of sourcing leads easier and more efficient. This allows them to Get the facts focus their efforts on managing and developing relationships with intermediaries, while also improving their ability to identify, qualify, and connect to the best investment opportunities at the correct time.