Deal Sourcing and Origination

Identification of potential investments that align with the fund's objectives. A fund's success depends on the strength and relevance of its pipeline, so this service is focused on generating proprietary opportunities and keeping that pipeline continuously filtered against your fund's investment criteria and strategic objectives, ensuring your team's time goes only to targets genuinely worth pursuing.

Company Identification: Identifying potential companies to invest in and generating proprietary investment opportunities.
Investment Pipeline Building: Building and maintaining a pipeline of investment opportunities.
Fund's Investment Objectives: Filtering opportunities against the fund's investment criteria and aligning with the fund's strategic objective.

Project examples of 'deal sourcing'

Request: Build a pipeline of proprietary acquisition targets in the European specialty chemicals sector for a mid-market buyout fund.
Output: A mapped universe of target companies filtered against the fund's investment criteria, ranked by strategic fit, with a shortlist of priority approaches.
Client impact: The client, a mid-market private equity fund, used the pipeline to open three proprietary conversations that had not surfaced through its existing broker network.

Request: Identify potential bolt-on acquisition targets for a portfolio company operating in the industrial automation space.
Output: A shortlist of adjacent-market companies matching the fund's size and strategic criteria, with a rationale for each.
Client impact: The client, a growth equity fund, took two of the shortlisted companies into first-stage conversations within a month of receiving the pipeline.