Deal Origination · Investment Bank
Deal Origination Support for a Boutique Investment Bank
Built a data-driven sourcing workflow for a boutique investment bank to identify high-fit targets in New Jersey across IT, Healthcare, and Industrials. Delivered a screened deal shortlist, verified decision-maker contacts, and ready-to-send outreach, enabling pipeline creation within days.
How a data-backed sourcing workflow found high-fit targets and enabled executive outreach in days.
Deal-Ready Shortlist
Delivered a clean, criteria-matched shortlist of actionable targets and focusing effort on best-fit opportunities.
Decision-Maker Outreach Ready
Provided verified leadership contacts and outreach drafts to launch conversations faster with the right people.
Pipeline Built in Days
Delivered vetted targets and decision-maker contacts together, so outreach could start immediately.
The challenge
Sourcing qualified targets in New Jersey across IT, Healthcare, and Industrials takes significant time using standard lists alone.
Tight mandate criteria meant most names needed screening and verification before they could be treated as real targets.
Outreach scales only when it reaches the right decision-maker with a clear first message.
Our solution
Target universe built: Curated a focused set of companies aligned to the New Jersey mandate and priority sectors.
Deal-ready shortlist created: Screened and prioritised targets based on fit and actionability.
Decision-maker list packaged: Compiled the right leadership contacts for each qualified target to enable direct outreach.
Outreach emails drafted: Prepared ready-to-send first-touch emails to speed up initial conversations.
