Investment banking, also known as Deal Origination is the primary source of revenue for the majority of investment firms. The success of a firm depends on its ability maintain a steady pipeline of investment Get the facts opportunities that are solid.

In the past, a company’s acquisition and investment process started with members building relationships with people and companies in their local markets, through personal connections, using Rolodexes during golf games and lunch meetings, or attending industry conferences to find business owners who could be interested in selling. Today, a company’s successful M&A process starts much earlier and has a more global perspective, thanks to advances in technology such as data analytics, data analytics, and purpose-built digital tools.

M&A firm the executives and their team’s main task is to find companies that could be appealing to sell on the market and present these to business owners. If the business owner decides to take up the offer and accept the offer, then the investment banker gets a mandate to advise on the deal, and earn an income if they are successful in closing the deal.

Investment banks can manage their deal source internally or outsource the task to intermediaries who are experts in a particular market or industry. The intermediaries look for opportunities, start first communications with business owners, and help in the process of transaction by processing paperwork and providing market information. Investment banks cannot sort through and filter the many opportunities available and must rely on intermediaries who may not have accurate and up-to current business information.