Getting Under the Iceberg of Private Equity Deals If you are a private equity investor, you hold your portfolio companies accountable for results, and challenge them to optimize…
Deal Sourcing — It’s Not So Binary Some investors refer to the lower middle market as the “dark web.” New deals are tough to find.  Closed…
3 Things Dealmakers Can Learn From Political Campaigns In this controversial election year, political campaigns are top of mind for many Americans, including deal professionals. Meanwhile, recent reports…
Drum Up Deal Flow With Better Outbound Emails For deal professionals, relationship management and development is the bread and butter of the deal world. For advisors and investors…
Building a Dedicated BD Budget Dedicated business development efforts have become a source of competitive advantage for the deal community. The specific makeup of your…
7 Tips for Successful CRM Implementation Read Part 1 of this article first: How Today’s Deal Professionals Use CRMs Once you’ve decided to make the leap and…
5 Questions Sell-Side Advisors Should Ask When Evaluating Buyers Building a buyer list? Validating potential buyers in advance will help keep the deal process tight and make sure you have…
How Today’s Deal Professionals Use CRMs Today’s investment professionals are relying on technology more than ever to help manage the increasing amount of information streaming in…
How to Combine Social Media and Traditional Deal Sourcing for Maximum Results Combining traditional deal flow sourcing with social media and content marketing can help middle market dealmakers more effectively connect to…
