These slides are from a webinar hosted by Navatar and featuring Exit Strategies. Watch full webinar here: http://www.navatargroup.com/Best-Practices-for-Proprietary-Deal-Sourcing.php
Watch this recorded webinar by Exit Strategies, a buy side deal origination firm, as they discuss the psychology of approaching business owners, and the tactics to establishing a successful relationship.
- First impressions – do not approach a business owner like you would an intermediary!
- Timing – the optimal window of engagement
- Process – how to build an effective origination strategy
- Discipline – bring the same rigor and structure to origination as due diligence
- Pipeline - how a broad bandwidth of deal pipelining improves opportunity quality