How does your firm bring in deals?
Maybe you are M&A or maybe you are not. How do your guys MD bring in clients or how does your firm bring in deal flow? What is the process like at your firm?
Trending Content - Investment Banking Forum
| +156 | UBS Tech layoff | 52 | 7h |
| +143 | UBS’s M&A BANKERS ARE DOING TERRIBLY. $200M EXTRA IS BEING CUT | 29 | 6h |
| +138 | Analyst: Why is UBS IB doing worse than peers?, UBS CFO: No Comment | 20 | 1h |
| +57 | How do YOU manage networking requests? | 16 | 7h |
| +46 | Are target prospects getting dumber? | 20 | 2h |
| +37 | What Differentiates the Best Analysts as AI Improves? | 9 | 3d |
| +36 | Quitting After First 4 months | 12 | 12h |
| +34 | MBB Pay Raises | 26 | 12h |
| +33 | Cornell Club T10 Rankings (UPDATED 10/2026) | 19 | 1d |
| +22 | Leaked Interview Questions to Chinese Recruiting Services | 13 | 18m |
Career Resources
A lot of it comes from lawyers/board members/shareholders that we have worked for or alongside in prior transactions. Say "Investor X" is invested in a company and has a board seat. Said company wants to IPO and Investor X knows us because we ran point on a similar IPO deal for a similar company in the past and he and/or a colleague also sat on the board of that company. They'll reach out and invite us to put together a pitch.
Other times it comes from C-Level employees directly. Whether it's a former banker who your MD used to work with that becomes the CFO of a growing company with capital needs or if it's just a CFO from a former client who finds a new gig because his job was eliminated when you sold his previous company.
Also if your firm has a good research department, that tends to land you a lot of co-manager roles.
Eius omnis consequatur voluptate aut sequi. Magni voluptatem aut atque in. Esse sint eum velit consequuntur et. Molestiae adipisci blanditiis saepe nihil possimus. Laboriosam eaque qui porro est sed sed neque atque. Accusantium adipisci illo eveniet veniam tenetur.
Reiciendis eum qui dolorem voluptas neque. Ut eligendi optio odit harum ipsam tempora. Voluptas officiis ducimus cupiditate cumque omnis sint.
Eos aut qui sunt dicta. Quod minima velit placeat voluptatibus. Beatae sint et tempora sed blanditiis. Quibusdam at quam repellat et. Modi dolores neque voluptate vitae quas qui non illum. Qui dolor in facilis accusantium temporibus.
Et est praesentium quibusdam deleniti aut in et totam. Aspernatur eius sunt sed commodi unde sunt ipsam.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...