How to find deals that bankers worked on for cold emails?

To personalize your cold emails by referencing specific deals bankers worked on, here are some effective strategies based on the most helpful WSO content:

1. Press Releases and News Articles:

   • Look for press releases or news articles about recent transactions. Banks often announce deals they’ve worked on, and these announcements typically include the names of key team members involved.

2. Pitchbook or Capital IQ:

   • If you have access to financial databases like Pitchbook or Capital IQ, you can search for deals by firm and sometimes identify the bankers involved.

3. LinkedIn Profiles:

   • Many bankers list notable deals they’ve worked on in their LinkedIn profiles. Search for their profiles and check the "Experience" or "Projects" sections.

4. Bank Websites:

   • Some banks highlight their recent transactions on their websites, especially for M&A or IPO deals. Look under sections like "News," "Press," or "Transactions."

5. Tombstones:

   • Tombstones (deal announcements) are often shared in industry publications or on bank websites. These can provide insights into who worked on specific deals.

6. SEC Filings:

   • For public companies, SEC filings (like S-1s or 8-Ks) often mention the advisors involved in transactions. This can help you identify deals and the banks behind them.

7. Google Search:

   • A simple Google search using the banker’s name and their firm can sometimes lead to articles or press releases mentioning deals they’ve worked on.

8. Networking Conversations:

   • If you’ve already had informational interviews or conversations with other bankers, they might casually mention deals their colleagues worked on. Use this information to tailor your outreach.

By referencing a specific deal, you demonstrate that you’ve done your homework and are genuinely interested in their work, which can significantly increase your chances of getting a response.

Sources: Guide: Cold Contacting Investment Bankers For Non Targets, Guide: Cold Contacting Investment Bankers For Non Targets