Deal Sourcing

people:

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lawyers

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tasks:

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browse posts:

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corona

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africa

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tip for the week

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01/07/2021 Redacted Redacted

searcher Texas Christian University - Neeley School of Business Oklahoma City University University of Texas at Austin

What are the different methods everyone has sourced deals?

Highly interested in the creative!

1 like 214 views 7 comments

searcher IE Business School EGADE Business School - Tecnológico de Monterrey - 01/07/2021

Hi Ryan,

There are different ways to source deals, and it varies across countries. Usually, you search in company databases, you sign finders fees deals with brokers, bankers, etc. Finally, networking is also really important.

like reply | 1 like

searcher Columbia University - Columbia Business School London Business School Northwestern University - 01/08/2021

Ryan,

We use three approaches:

1) Brokers - Great to get deals ready to go and get an idea of how the market is doing.
2) Proprietary sourcing - I've developed a number of scripts to go out to public databases and pull in company data for our review.
3) Networking & warm leads - Always the best. Slower flow, but this tends to be where the best opportunity is.

like reply | 4 likes

searcher University at Albany, State University of New York - School of Business - 01/11/2021

I started with a very large list,then picked a geography that I thought would be the least interesting to most people and withing +/- 4 hrs of my house(daytripish). That geography helped me find patterns, confirm some things I thought were right, realize I was wrong on others, etc.
Once I had the pattern I expanded in other directions. Then, well then it is weeks worth of smiling and dialing since the list I wanted isn't one everyone else can buy.

like reply | 2 likes

searcher Yale University - 01/16/2021

Strongly agree with this approach! Spending a few hrs a week looking at a list that isn't sorted by the usual factors (industry and size) can help you generate new ideas you would have otherwise come up with. I've found some interesting niches this way and have been able to source River Guides in these industries since they are not as picked over by PE and other searchers. I like conference lists and trade journals as well as LinkedIn searches by metro area and CEO tenure in years.

like reply | 2 likes

searcher University at Albany, State University of New York - School of Business - 01/16/2021

Having spoken to 200+ humans now, I'm often the first "cold" call they've received. Or also often, the first from outside their immediate geograpy

like reply | 1 like

searcher Texas Christian University - Neeley School of Business Oklahoma City University University of Texas at Austin - 01/17/2021

Thank you both of you for the feedback! I anticipate this to both a challenging and entertaining process. Incidentally, I did not realize "River Guides" is an industry term but have now heard it twice in 3 days. The more you know and learn!

like reply | 0 likes

intermediary Eastern Connecticut State University The Catholic University of America - 01/19/2021

Feel free to pm me, we typically have[redacted]sell-side deals in market at any one time. We also provide capital raise services for deals approaching or under LOI.

like reply | 0 likes

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