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Deal Sourcing

Writer's picture: leigh lommenleigh lommen

Updated: Jun 15, 2024




Business Development for PE firms involves two key channels: inbound investment teasers from investment banks and outbound sourcing through direct contact with business owners. Maintaining a clear vision and adhering to your investment thesis is imperative. Wasting time on businesses that don't meet your criteria is unproductive. Exploring numerous opportunities to uncover value is crucial, but it is best to quickly move on if they do not align with your industry, geographic, or size constraints. Ultimately, success in this field is reliant on effective execution and transactions.


Incorporating a network in your chosen industry can be highly fruitful. Implement a long-term engagement strategy. Here are three sources of deal flow that are often utilized to gain insight into opportunities before they hit the market:


1. Wealth managers: Sellers often inform financial advisors of their plans to allocate newly found liquidity.

2. Accountants: Sellers frequently inform their CPAs of upcoming liquidity events to minimize tax exposure.

3. Lawyers: Sellers require lawyers for deal transactions, negotiation, and protection.

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