Deal Sourcing and Origination
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Company Identification: Identifying potential companies to invest in and generating proprietary investment opportunities.
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Investment Pipeline Building: Building and maintaining a pipeline of investment opportunities.
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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'
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Request: Build a pipeline of proprietary acquisition targets in the European specialty chemicals sector for a mid-market buyout fund.
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Output: A mapped universe of target companies filtered against the fund's investment criteria, ranked by strategic fit, with a shortlist of priority approaches.
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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.