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Think and Grow Different:

Dealmaking Strategies for Investment Banks

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The Overview

It’s a new age for investment banks. Domain expertise, market intelligence, and proprietary resources are now the keys to winning. And leading firms are taking full advantage by reinventing the way they do business. 

Learn how new school firms are harnessing data, technology and people to find and close more deals. We break it down in our new guide, Think and Grow Different: Dealmaking Strategies for Investment Banks. 

  • Keys to more easily use company data signals like conference lists and new hire announcements to proactively nurture relationships with opportunities
  • Building a technology stack that allows teams to do more with less, automating critical activities like company research, CRM data entry, and personalized outreach
  • Ways to add value by rapidly mapping markets, highlighting add-on opportunities early in the investment process, and developing custom scoring models.