Deal Sourcing
- Identifying Potential Targets: Researching and shortlisting potential acquisition or investment targets aligned with client strategies.
- Preparing Target Profiles: Developing concise, insightful profiles detailing company overviews, operations, and key metrics.
- Identifying and Marketing to Relevant Intermediaries: Connecting with relevant intermediaries to expand deal flow and investment opportunities.
- Industry Overview Reports: Creating high-level reports outlining industry structure, trends, opportunities, and risks.
- Summarizing Investment Memorandums: Condensing investment memorandums into clear, actionable summaries for quicker decision-making.
- Reviewing NDAs: Analyzing non-disclosure agreements to ensure confidentiality terms align with client standards.
- Pipeline Management & Deal Tracking: Organizing, updating, and tracking the status of deal pipelines for better visibility and control.
- Market Mapping & Landscape Creation: Building detailed maps of industry participants to identify gaps, opportunities, and strategic partners.
- Outreach Strategy & Support: Designing and executing targeted outreach campaigns to engage potential targets and intermediaries.
- Reverse Deal Sourcing (Buy-Side & Sell-Side Support): Proactively identifying buyers or sellers based on client objectives to accelerate deal-making.
- Preliminary Screening & Fit Analysis: Assessing target companies for strategic and financial fit before deeper due diligence.
- Investment Themes & Idea Generation: Developing thematic investment ideas based on market research and trend analysis.
- Target Intelligence & Deep Dives: Conducting in-depth research and intelligence gathering on priority targets to aid negotiations.
- Intermediary Ecosystem Intelligence: Mapping and analyzing intermediaries to enhance deal origination and network effectiveness.
