Last week, SPS published the 1st part in its 7 Ways to source better series, so to continue, here is the 2nd and final part:

5) Travel and Conference Prep

Identifying markets that have the most relevant intermediaries is also key to successful travel planning. Mapping out your deal sources based on the professional location and not the firm headquarters ensures not missing an opportunity to meet with someone.

6) Mine your pipeline

Make sure your strategy includes following up on deals 6-9 months after seeing them for potential broken processes. If the original deal fell apart, there may be an opportunity for you to step in.

7) Stay informed

Be the first to hear about deals closing in your target, congratulate the intermediaries that worked on them, and find out what they are working on now. Targeted alerts are available and include information on intermediaries, professionals, and how to contact them!

Make sure you have the right tools to succeed in your deal sourcing efforts! Whether your firm is dividing coverage by geography, firms, or industries, adding even a few of these 7 steps to your process will help you source more relevant deals. The goal isn’t to see everything happening in the market, rather, it’s to focus on the deals that matter most.




Last week’s deals today

September 15 – 21
~129 deals traded

Deal of the week

Qualifacts Systems Inc., a Tennessee based provider of electronic health record software for the behavior health and human services sectors, was acquired by Warburg Pincus. Aeris Partners acted as the sell-side financial advisor and TripleTree served as buy-side financial advisor. Goodwin Proctor provided sell-side legal advice and Orrick, Herrington & Sutcliffe provided buy-side legal advice for this transaction. Qualifacts Systems was sold by Great Hill Partners, who had originally acquired the company in 2014.

Most active subsectors
  • Industrial: Misc. equipment and products
  • IT: Software & services
  • Financial: Asset management and advisory
  • Services: Staffing and human resources
  • Services: Misc., asset light
Most active cities
  • Chicago
  • New York
  • Dallas
  • San Francisco
  • Houston



Photo by Samson on Unsplash

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