Revolutionize your deal strategies & flow process with our deal origination services. Our deal origination experts update the deal pipeline for funds, pitch buyers, generate leads and manage relationships with intermediaries.
Our Deal Origination Process
Our deal origination firm makes sure that you don’t miss out on any deal that is worth investing in.
- Step 1 – Target Research. We define a niche market relevant to you and identify the prospects. This step is essential in order to perform the initial market research to verify the feasibility of the investment thesis.
- Step 2 –Monitoring. Screening the target list is very important. We look out for any critical changes or other trigger events and keep you posted at all times. Investment advisors track growth, capital needs, M&A maturity, etc. and advise you accordingly.
- Step 3 – Outreach campaigns. In order to convert prospects into legitimate leads, we enforce outreach campaigns. Through these email campaigns we gather data, gauge interest level and develop a good relationship with prospective acquisitions.
- Step 4 – Calendar and email Management. It takes an infinite number of emails, phone calls and meetings to source a deal successfully. We allocate a deal origination specialist who puts in business development efforts consistently for you.
- Step 5 – Analyzing the strategy. Our goal is to improve your investment returns by managing deal sourcing. So, we rely on data and analysis. After research, valuation and vetting processes, suitable deals are sent your way with clear strategies.
- Step 6 – Performance measuring. In order to provide an effective and efficient deal sourcing process, we maintain track and measure different KPIs and provide progress updates to you.