Deal OriginationInvestment 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.

February 20, 2026

Deal OriginationInvestment Bank

Deal Origination Support for a Boutique Investment Bank

February 20, 2026

How a data-backed sourcing workflow found high-fit targets and enabled executive outreach in days.

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.

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.

Key Results

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.

Deal Pipeline|Private Equity

Automated Deal Intake for Middle Market PE Fund

Built a structured workflow to extract, standardize, and organize financial data from complex documents. Delivered clean, analysis-ready datasets and automated processes to significantly reduce manual effort and accelerate downstream analysis.

March 16, 2026

Private Equity|Growth Strategy|Pricing Strategy

Pricing Sensitivity & Elasticity Analysis for a High-Growth Real-Time Messaging Platform

Pricing sensitivity and elasticity analysis for a high-growth messaging platform that identified willingness-to-pay segments and redesigned packaging to balance reliability premiums with predictable pricing.

March 5, 2026

Private Equity

Investment Memo for a PE-Backed Commercial Coffee Roaster Manufacturer

A data-backed investment memo validated the differentiated positioning of a commercial coffee roaster manufacturer, assessed earnings quality, and identified clear value-creation levers to stabilize and grow recurring revenue.

February 10, 2026

Products

Industries

Resources

Company

Deal Origination Support for a Boutique Investment Bank

Deal Origination Support for a Boutique Investment Bank

Challenge

Solution

Key Results

Deal-Ready Shortlist

Decision-Maker Outreach Ready

Pipeline Built in Days

Automated Deal Intake for Middle Market PE Fund

Pricing Sensitivity & Elasticity Analysis for a High-Growth Real-Time Messaging Platform

Investment Memo for a PE-Backed Commercial Coffee Roaster Manufacturer