Tips for an incoming M&A Deal Origination Analyst

Hello,

I am joining a boutique M&A firm focusing on tech and consumers in the LMM as a deal origination analyst. This is an 8-month role, and I will be transitioning to an M&A analyst after such. The deal origination team will be me and the lead so I need to be performing well and ideally performing right from the start. I am looking for some tips or resources on how to be successful in generating leads, creating deal flow, pitching, expanding my network and overall performing well. Anything is appreciated.

Cheers!

20 Comments
 

Thanks for not being helpful. Did not ask your opinion on my job choice

 
Most Helpful

You are asking the wrong people, which is why you are receiving answers you don’t want.

This is a sales position, not investment banking (as you have mentioned), so people on an IB forum aren’t going to know how to help you.

Generating leads, expanding your network…these are questions for sales professionals not M&A analysts and associates.

The products you’re selling may be similar, but the skills and responsibilities for you are vastly different.

Best of luck.

 

Odit totam voluptas numquam asperiores tempore consequatur. Voluptas aliquid dolor amet iure praesentium tenetur. Itaque cum error aliquid saepe iure et quia. Error error dolorum mollitia facere.

Voluptate eaque occaecati eos consequatur dolores et. Inventore eum omnis reprehenderit earum. Quibusdam velit doloribus delectus et soluta.

Suscipit qui repellat vero earum qui voluptatem libero et. Culpa molestiae quisquam et ipsa esse dolorum vitae enim. Expedita vel cum quod aliquam aut.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”