Three Ways Investment Firms Can Expand Proprietary Deal Flow
Three Ways Investment Firms Can Expand Proprietary Deal Flow
A recent post by Matt Metalios on the Axial Forum says “Time to Reconsider Proprietary Sourcing.”
Investment firms across the board are facing increased competition due to record levels of dry powder, high valuations, and a constant increase of worldwide connectivity. These factors are forcing investment firms to rethink how they approach business development and differentiate their deal flow from competitors.
Metalios shares 3 ways investment firms can expand proprietary deal flow;
1. Expand travel and conference schedules to secondary and tertiary cities.
2. Invest in a CRM system and set quantitative metrics.
3. Establish credibility with industry specific banks, advisory firms and service providers.
Click this link to learn more about these three methods for increasing proprietary deal flow.