Investment banking deal origination involves finding new opportunities and the opportunity to present them to private equity (PE), venture capital firms and other financial intermediaries. In many cases, these deals are the initial step towards establishing a fully-fledged merger and acquisition deal.

A small-time broker could design an email to business owners in the hopes that they will require intermediary services when they decide to sell their company. A big Wall Street firm may conduct regular meetings with clients to win their mandate for an investment bank transaction.

Both approaches have been employed for decades. However, technology has transformed things by streamlining processes and the introduction of digital tools that are specifically designed to assist with investment banking deal sourcing. Utilizing private company intelligence platforms, customized data analytics, and specifically designed digital solutions for investment banking help to streamline the process of finding, researching and ranking potential targets for a deal.

These digital tools improve communication between team members and reduce manual data entry. Investment banks are able to stay on top of rapidly changing deal opportunities, even when team members are not physically working at their desks. These are some of the reasons that modern investment banking firms are increasingly using technology to improve http://www.digitaldataroom.org/what-is-operating-synergy their primary business operations. Check out how DealCloud enabled Balfour Pacific to scale their growth and improve their processes with an integrated platform of solutions.