M&A and Capital Markets Deal Origination
We help investment banks and private equity firms facilitate more transactions.
Sectors: consumer, energy, healthcare, healthtech, media, and technology.
Overcome challenges of referral dependency and market downturns.
Focus on transaction execution while we make introductions.
What We've Discovered
Firms are not reaching enough companies
Current channels (conferences, events, referrals) limit the number of companies that you can directly reach.
Deal flow is very dependent on the market outlook
The approach needs to adapt to market conditions to achieve consistent results.
Case studies are an underutilized resource for driving new business
We use AI to identify and engage companies similar to those you've successfully facilitated transactions for.
Selected Introductions
What Can You Expect
Reach thousands of target companies every monthNew collateral to share with potential clientsConsistent conversations with prospective clients that you want to adviseA long-term relationship with us as we assist in your origination efforts
Frequently Asked Questions
What is the main offering?
M&A deal origination
Capital Raising deal origination
How long does it take to start seeing results?
Typically, we see positive replies and booked meetings within the first 7-14 days of launching marketing campaigns.
Negotiate client engagements within 1-2 months.
What firms do we work with?
Investment Banks
Private Equity Firms
How do we approach our partnerships?
This is a Done-With-You Partnership, meaning we collaborate with our partners.
Findings from our Investor Acquisition Report
Best Ways to Build Relationships with Institutional Investors
The Lifetime Value of Clients
Demand Capture vs Demand Generation
The Importance of Case Studies
How to Achieve Predictable Revenue