Identifying opportunities before competitors and winning client trust continue to be the fundamental challenges in dealmaking. Top bankers excel by leveraging deep industry insight to spot strategic transactions early, then positioning themselves as indispensable partners rather than mere intermediaries. Success comes from combining proprietary research capabilities with strategic thinking to present clients with visions they […]
While markets have been accelerating at a breakneck pace, at least overall, some corporate development teams are still wading through mountains of documents, financial statements, and regulatory filings like it’s 1995. But that’s changing fast, and the catalyst isn’t another spreadsheet upgrade or project management app. It’s generative AI. Welcome to the new reality of […]
A decade ago, corporate development teams lived in spreadsheets and war rooms, hunched over acquisition models and pitch decks like financial cartographers mapping the next big acquisition. Strategy was linear, data was static, and artificial intelligence sounded more like sci-fi than a serious business tool. Fast forward to today, and those same teams are being […]
As the new year approaches, finance professionals are staring down a rapidly evolving business landscape that could promise enormous challenges and equally profound opportunities. For the executives steering their companies through the unknown, the key questions are: how do you prepare for growth? What strategies do you put in place to stay competitive? And perhaps […]
The classic due diligence process, a bedrock in corporate development, has long demanded legal, financial, and operational analysis to minimize risk and reveal valuable insights. This traditionally manual and time-intensive process often requires gathering documents, verifying financial statements, investigating legal liabilities, and analyzing countless other data points. Both resource- and labor-intensive, due diligence involves team […]
Venture capital (“VC”) deal sourcing is a crucial aspect of the venture capital ecosystem, as it represents the ability to identify quality of potential investment opportunities available to venture capital firms. To be competitive, VCs must build sophisticated sourcing capabilities that enable them to quickly identify good targets, proceed to an offer to beat their […]