Deal sourcing isn't easy—and that's putting it mildly. If you're working to grow your pipeline and secure more appointments, you're going to face obstacles. Let's dive into these challenges and explore how to overcome them. The Competitive Reality The biggest...

When it comes to deal sourcing technology, there's no shortage of options available. However, the key is finding what works for your firm and your existing systems. Remember: don't get bogged down in the details—focus on getting the job done. CRM: Your Foundation...

Deal sourcing is all about building and maintaining the right connections, but what strategies actually work in today's market? Let's explore both traditional and modern approaches that are proving effective. Relationships: The Foundation of Deal Sourcing The most...

In the competitive world of investment banking, effective deal sourcing is crucial for maintaining a robust pipeline of M&A transactions. While some strategies have stood the test of time, others are evolving with modern technology. Here's a comprehensive look at...