Leveraging Data to Maintain Visibility on the Market and Firm-Wide Goals

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With the increased competition in the market, it’s more challenging than ever for leaders at private equity firms to think about how the market is shifting on a day-to-day basis. The fact of the matter, however, is that these micro- and macroeconomic trends have a serious impact on the firm’s ability to achieve long-term success. … Continued

Top Seven Tips for Creating a Cross-Functional CRM Strategy

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Did you know: One in every three CRM projects fall short of expectations? While every organization is different, we hear many of the same factors cited as reasons for CRM systems not delivering the expected outcome, including lack of consensus, lack of clear goals, and lack of user adoption. So how can your organization ensure … Continued

Three Marketing Basics for Investment Banks Looking to Kickstart Dealflow

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It’s no secret that marketing acts as an effective inbound business development tool. Look no further than financial services giants like Goldman Sachs who embrace the latest digital trends to assert their brand, highlight their offerings, and maintain credibility. Even if you don’t have a dedicated business development or marketing manager at your firm, simple … Continued

Are Your Sponsor Relationships Growing Stale?

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In the current competitive climate of the private capital markets, it’s easy to understand how and why an investment banker could be complacent: the universe of buyers is so large, and so diverse. Even small add-on deals are getting attention from sophisticated buyers with long-term roll-up plans. While the “if you build it, they will … Continued

Credibility: Where Reputation Meets Deal Origination

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In a recent interview with Mergers & Acquisitions, Eric Petersen of Abacus Finance said: “The private equity industry today is extremely competitive. There’s been a lot of capital raised, and a lot of funds, which is driving a very frothy market and making it very difficult for firms to differentiate themselves.”

Top Three Tips for Increasing Transparency Across Your Firm

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One major challenge facing investment banking and private equity firms today is transparency (or lack thereof). We’re constantly hearing that information share and cross-team coordination remain a huge hurdle for these firms to overcome, and that there’s few guide resources available for righting the course.

The More Dealmaking Changes, the More It Stays the Same

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Five trends detailing the dynamic, yet unwavering state of investing On any given day in the U.S., understanding the overall “health” of the private capital markets truly depends on who you ask. It’s increasingly important to have a keen eye towards the short-term bumps and hiccups that could become a major headache — and toward … Continued

The Ultimate Summer Reading List for Deal Professionals

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For most investors and private equity professionals, new dealflow and progress on existing deals tends to slow down slightly during the summer months. As any tenacious deal professional will tell you, however, the work is really never “done.” Even while out of office, or enjoying an early departure, there’s still plenty to do, and plenty … Continued