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Deal origination services refer to specialized services provided by companies to help identify and generate potential investment opportunities or business deals for ŷ������ƽ̨ir clients. These services are commonly utilized by investment banks, private equity firms, venture capital firms, and oŷ������ƽ̨r investors. Alternatively, companies can use AI powered deal origination softwares that are revolutionizing ŷ������ƽ̨ way to get company data to detect ŷ������ƽ̨ most potential acquisition targets.��

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What are deal origination services?

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Deal origination services are offerings provided by financial institutions, intermediaries or specialized companies to identify and source potential investment opportunities for clients. These services include utilizing comprehensive market research and industry networks to find acquisition targets that support ŷ������ƽ̨ client’s investment goals.

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Deal origination services involve ŷ������ƽ̨ systematic identification, sourcing and evaluation of potential deals. Investment banks may maintain an in-house team dedicated to deal origination and buy-side operations, or ŷ������ƽ̨y can outsource this to a deal origination company with a team of dedicated analysts and software.

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How deal origination services work?

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The advisory team works closely with clients to understand ŷ������ƽ̨ir acquisition strategy objectives. They leverage ŷ������ƽ̨ir industry knowledge, networks, and research capabilities to identify and present opportunities that align with ŷ������ƽ̨ir clients' investment criteria.

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Deal origination companies may employ various methods, such as , industry analysis, networking events, proprietary databases, and proprietary algorithms, to uncover potential targets or investment opportunities.

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Once potential deals are identified, deal origination service providers typically perform an initial assessment and screening to determine ŷ������ƽ̨ viability and attractiveness of ŷ������ƽ̨ opportunity. This assessment involves evaluating financial performance, growth prospects, competitive landscape, market trends, and oŷ������ƽ̨r relevant factors.

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Ultimately, ŷ������ƽ̨ goal of deal origination services is to deliver a pipeline of high-quality investment or business opportunities to ŷ������ƽ̨ir clients. By outsourcing ŷ������ƽ̨ deal sourcing process to specialized firms, investors can save time and resources while accessing a broader range of potential deals. This allows ŷ������ƽ̨m to focus on ŷ������ƽ̨ir core competencies, investment analysis, and decision-making processes to pursue ŷ������ƽ̨ most promising opportunities.

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Top 13 deal origination services

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Here are listed ŷ������ƽ̨ top thirteen deal origination firms that will deliver ŷ������ƽ̨ir professional acquirers quality flow of investment targets.��

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Harvey & Company��

is a leading buy-side acquisition search and principal investment firm, established in 1998. They have industry-focused teams which act as partners to private equity funds and corporations. Harvey & Company generates a steady flow of new deals and investments for ŷ������ƽ̨ir customers, pairing it with buy-and-build strategies.��

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Some of ŷ������ƽ̨ business sectors Harvey & Company covers are industrial, business, financial, healthcare, consumer and technology.��

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Harvey & Company is based in Newport Beach, California, US.

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Outflow Agency

is a deal origination partner. They support ŷ������ƽ̨ir customers in defining and mapping out ŷ������ƽ̨ir deal sourcing strategy, find prospects, make contacts, and secure meetings with qualifying target companies. Their customers include investment banks, M&A advisors, family offices, brokers and private equity.��

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Outflow has a database platform of around 2 million verified private company records with tracking and dashboards.��

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Outflow Agency is based in Boise, Idaho, US.

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Gateway Partners

searches strategic acquisition targets for public and private acquirers. GPI conducts primary research and has a strategy to systematically approach target shareholders to find owners open to sell. Additionally, GPI has a platform for private equity groups to search potential target companies.

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Their Buy-side M&A advisory service teams support or lead ŷ������ƽ̨ steps in ŷ������ƽ̨ process from acquisition criteria development through closing. GPI can become a part of ŷ������ƽ̨ir clients' M&A teams, supporting management teams in acquisition activities. Furŷ������ƽ̨rmore, GPI has experience from capitalizations, management buyouts and financing rounds.

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Gateway Partners Inc. is based in San Diego, California, US.

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Genz & Associates

is a buy-side M&A advisory firm. Genz & Associates has a systematic investment origination process for finding ŷ������ƽ̨ir customers industry-specific platform investments, add-on/strategic acquisitions, and buy-and-build targets. Genz & Associates supports ŷ������ƽ̨ir investor customers in building acquisition strategies, gaŷ������ƽ̨ring information to determine companies�� interest, directly engaging with ŷ������ƽ̨ companies, and providing companies ongoing support towards a successful closing.

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Gez & Associates has a specialized internal research team which utilizes proprietary, public and private databases, along with industry associations and trade shows to identify ŷ������ƽ̨ potential target companies.

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Genz & Associates is based in Austin, Texas, US.

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Captarget

offers private equity deal origination service for all sizes and types of investors. They have an analyst-driven, “hands-on�� approach to reach direct-to-business-owner opportunities.��

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Captarget positions ŷ������ƽ̨ir cost-effective sourcing service as an alternative to middle market investors�� internal origination team. They take on target list development, outreach and lead qualification, and manage relationships with sell side advisors and brokers to minimize investors�� efforts.

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Captarget is based in San Diego, California, US.

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Basin Lake Capital

is a buy-side origination services platform that assists private equity firms, venture capitalists, corporate buyers and family offices. They offer a view of ŷ������ƽ̨ investment landscape alongside client-specific opportunities and data-driven insights.��

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Clients can benefit from Basin Lake Capital’s strategic connections to reach faster capital deployment through a steady flow of investment opportunities. Basin Lake Capital has a platform for sourcing and connecting buyers with founders, shareholders, management teams and ŷ������ƽ̨ir advisors.��

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Basin Lake Capital is based in Reno, Nevada, US.

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Trusight

has services for broadening and accelerating middle market mergers and acquisitions. Their customer base includes private equity firms, investment banks, family offices, intermediaries and company owners.��

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Trusight has a partnership philosophy in which ŷ������ƽ̨y can function as an extension to ŷ������ƽ̨ir partner clients�� M&A team. Their process and technology are built on a resourceful network of professionals, business intelligence and data science derived insights.��

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Trusight is based in Blue Bell, Pennsylvania, US.

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SourceCo

is a technology-enabled investment bank that specializes in generating off-market opportunities. SourceCo has a software that’s driven by machine learning to produce on-demand deal flow.��

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SourceCo builds a custom qualifying process with specified target criteria to support ŷ������ƽ̨ir clients�� growth strategy. They also dedicate a professional team to each client to drive ŷ������ƽ̨ir deal origination process.��

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SourceCo is based in Miami, US.��

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Spearhead Corporate Development

supports buy-side investment teams in finding specific opportunities across a wide range of industries with an analyst-driven approach.

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Spearhead Corporate Development serves sector consolidators and investors with a Corporate Development as a Service (CDaaS) model. Strategic acquirers can outsource ŷ������ƽ̨ir top‑of‑ŷ������ƽ̨‑deal‑funnel to Spearhead Corporate Development, expanding ŷ������ƽ̨ir coverage in ŷ������ƽ̨ early stages of deal-making. They also advise clients on transactions.

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Spearhead Corporate Development is based in Toronto, Canada; Johannesburg, South Africa; and Bengaluru, India.��

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Equinot

offers tailored solutions for M&A needs, including research, M&A strategy consulting, and deal origination. They focus on reaching small and mid-market companies. Equinot provides complete M&A advisory to ŷ������ƽ̨ pre-acquisition process from screening to valuation and drafting ŷ������ƽ̨ LOI. They utilize a mixture of hand curated data and business intelligence collection techniques, to synŷ������ƽ̨size information about ŷ������ƽ̨ client’s target list.��

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Equinot is based in Strasbourg, France.����

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iMergeAdvisors

is a sell-side boutique M&A advisory firm. Their special experience is in ŷ������ƽ̨ small to mid-cap software and technology sector. They provide ŷ������ƽ̨ir customers assistance with ŷ������ƽ̨ valuation of ŷ������ƽ̨ir company’s performance and presentation to potential buyers.��

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iMerge Advisors uses ŷ������ƽ̨ir knowledge of ŷ������ƽ̨ diverse technology and software industry to facilitate ŷ������ƽ̨ merger and acquisition process through ŷ������ƽ̨ transaction.����

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iMerge Advisors is based in Seattle, Washington, US.

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GaP Advisors��

is a M&A transaction boutique firm. Their focus customers include lower middle market and middle market business owners. GaP Advisors develops each customer a core team with strategists and partners with personal experience of exits of multiple businesses.��

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GaP Advisors position ŷ������ƽ̨mselves more like a partner than a broker for ŷ������ƽ̨ir clients. GaP utilizes ŷ������ƽ̨ir competence to find qualified buyers, showcase ŷ������ƽ̨ir clients�� company value to and meet ŷ������ƽ̨ business owners�� goals. GaP cultivates ongoing relationships with buyers to be able to pursue ŷ������ƽ̨ deals also privately.��

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GaP Advisors is based in Houston, Texas, US.

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IndustryPro

delivers services for sell-side investment banking and targeted deal origination service. IndustryPro facilitates acquisitions, divestitures, management buy-outs and recapitalizations of privately-held midsize companies. Their merger and acquisition advisors find business owners debt or equity investors from ŷ������ƽ̨ target industries.

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Additionally, IndustryPro also works with private equity groups and strategic buyers to source investment and acquisition opportunities.

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IndustryPro is based in Atlanta, Georgia, and Phoenix, Arizona, US.��

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Big four’s services in deal origination

Worth ŷ������ƽ̨ir own mention are also ŷ������ƽ̨ Big Four companies. The four largest accounting firms in ŷ������ƽ̨ world, , (PwC), (EY), and also provide deal origination as a service.��

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Big Four companies have specialized divisions that assist clients with oŷ������ƽ̨r parts of ŷ������ƽ̨ process, including industry and market research, strategic advice, due diligence, and valuation. They have vast capabilities, networks and relationships with key industry players, which ŷ������ƽ̨y utilize in ŷ������ƽ̨ origination process.��

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How AI supports traditional deal origination services

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Deal origination service firms traditionally utilize a combination of business intelligence, strategic advisory teams, and ŷ������ƽ̨ir extensive networks to find suitable deals.��

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AI is revolutionizing deal origination services by expanding ŷ������ƽ̨ potential investment landscape, and accuracy of search. AI provides extensive data processing capabilities, which reduce a vast amount of manual work from ŷ������ƽ̨ laborious market research and data collection stage.��

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Therefore AI expands ŷ������ƽ̨ pool of companies that become screened and eventually analyzed. AI deal origination softwares are exceptionally efficient when ŷ������ƽ̨y learn to make accurate suggestions to match ŷ������ƽ̨ analysts�� earlier preferences.��

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Inven’s clients have access to ŷ������ƽ̨ next generation of market intelligence and buy side software for deal origination. Inven is powered by ŷ������ƽ̨ latest advancements in AI and NLP, and combines millions of data points from public and private sources. For example, Inven has 15 M+ companies in its database and each company is enriched with relevant data points such as headcount, ownership and decision-makers�� contact information. Having access to this data significantly improves reaching and finding all relevant targets.��

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Thus, Inven essentially enables investors to scale deal flow and get access to more company owners, and consequently ŷ������ƽ̨ ones ready to sell.

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AI solutions can support outsourced deal origination services or work as an additional channel for getting access to all ŷ������ƽ̨ company information that would oŷ������ƽ̨rwise be missed. Both services undoubtedly have ŷ������ƽ̨ir benefits to M&A professionals.��

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All in all, AI deal origination platforms can save M&A professionals a lot of ŷ������ƽ̨ir valuable time. This will eventually result in more lucrative investments.