Deal Sourcing

As we hurtle towards the middle of the decade, the investment banking sector finds itself at a crossroads of transformation that is set to alter the space forever. The coming years promise not just incremental change but seismic shifts that could redefine the landscape of finance. From digital innovations to sustainability mandates, the trends of […]

Did you know that roughly 70% of privately-owned businesses are run by baby boomers who are approaching retirement? Over the next two decades, this demographic tidal wave will flood the market with opportunities, as these business owners grapple with the daunting task of transitioning their assets. The middle market, that vast and often overlooked arena […]

As we enter the second half of 2024, private equity firms stand at a crucial crossroads. The landscape is filled with emerging trends and significant challenges, all requiring strategic foresight and operational flexibility. At the center of this transformation is artificial intelligence (AI), poised to redefine private equity deal sourcing and alternative investment management. Private […]

Predictive algorithm gives investors head start on new opportunities

The buzz around the heating, ventilation, and air conditioning (HVAC) industry is continuing to grow. Recognized for its critical role in residential, commercial, and industrial settings, the HVAC sector is experiencing a surge in mergers and acquisitions (M&A) activity and private equity (PE) interest. This momentum presents a unique opportunity for dealmakers to gain a […]

Over the past few decades, venture capitalists (VCs) have played an increasingly important role in the world of business and finance. Although VC’s find much success in getting businesses off the ground and flourish, it doesn’t come without its pitfalls or challenges. Being a venture capitalist can be tough, especially when there’s so much competition […]

The effectiveness of investment banking firms hinges significantly on the caliber and volume of investment opportunities that come their way. Assessing a wide array of potential deals increases the likelihood of pinpointing the companies with management teams, substantial growth potential, and financial profile to be able to, thereby enhancing the overall successful completion of a […]

Venture capital (“VC”) deal sourcing is a crucial aspect of the venture capital ecosystem, as it represents the ability to identify quality of potential investment opportunities available to venture capital firms. To be competitive, VCs must build sophisticated sourcing capabilities that enable them to quickly identify good targets, proceed to an offer to beat their […]

Many dealmakers fall victim to the same pitfall—devoting all of their time, effort, and resources to pursuing startups or business, only to realize they aren’t a perfect match for the company. The world of private equity and venture capital is changing. Startups are no longer solely relying on traditional capital raising methods to get off […]