Deal origination investment banking entails creating new opportunities for private equity (PE) firms as well as venture capital firms and other financial intermediaries. In many instances these deals are the first step in the process of constructing a full-fledged merger and acquisition deal.

At types of synergies the lower end of the industry A small-time broker may create a mailing list to send out to company owners in the hope that they’ll require intermediary services when they decide to sell their business. At the top of the spectrum, a big Wall Street firm might conduct regular meetings with prospective clients with the hope that they will grant them their authority to invest in a bank transaction.

Both approaches are essentially identical and have been around for decades, but modern technology has changed the game by streamlining processes and supplying purpose-built digital tools to assist with deal sourcing in the investment banking industry. Utilizing private company intelligence platforms, customized data analytics and custom-designed digital solutions for investment banking can help streamline the process of identifying, analyzing and evaluating potential buyers for deals.

These digital tools also improve communication between team members and decrease the necessity for manual data entry. They aid investment banks in staying in the forefront of rapidly changing deal opportunities, even while team members are traveling and aren’t able to be physically at their desks. These are just a few reasons why modern investment banks are using technology to run their primary business operations. See how DealCloud helped Balfour Pacific scale their growth and improve their processes by providing an integrated platform of solutions.