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!

 

I would absolutely avoid this job. This job sounds like a boiler room job run by ex sales people who founded an “M&A boutique investment bank” but is actually a bunch of business brokers facilitating sales.

 
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.

 

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