Deal Origination Support for a Boutique Investment Bank
Case Studies
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

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.

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