Deal Sourcery
Deal Sourcery
Podcast Description
Deal Sourcery is the must-listen podcast for Private Equity professionals aiming to master the art of deal origination. Hosted by Dan Herr - who’s closed over $1B in transactions in the last decade while building and leading world-class deal sourcing teams - and Matt Rooney, a top recruiter in PE business development, we dive into cutting-edge trends, proven tactics, data-driven sourcing strategies and the technology shaping the future of M&A. Each episode features in-depth discussions with exited founders, PE professions and investment bankers, delivering exclusive, actionable insights you won’t find anywhere else. Tune in to elevate your sourcing skills and optimize your firm’s capital deployment.
Podcast Insights
Content Themes
The podcast covers a range of themes including deal sourcing strategies, the impact of technology in M&A, best practices in private equity compensation, and relationship-building tactics with founders and investors. Notable episodes include discussions on leveraging AI for smarter outreach and the importance of a values-driven company culture in attracting investment.
Deal Sourcery is the must-listen podcast for Private Equity professionals aiming to master the art of deal origination. Hosted by Dan Herr – who’s closed over $1B in transactions in the last decade while building and leading world-class deal sourcing teams – and Matt Rooney, a top recruiter in PE business development, we dive into cutting-edge trends, proven tactics, data-driven sourcing strategies and the technology shaping the future of M&A. Each episode features in-depth discussions with exited founders, PE professions and investment bankers, delivering exclusive, actionable insights you won’t find anywhere else. Tune in to elevate your sourcing skills and optimize your firm’s capital deployment.
If you’re getting started at a private equity firm in business development, this one’s for you. Inspired by Dan’s viral LinkedIn post, you’ll get tried-and-true steps for crushing your first 90-days on the job: how to build your banker pipeline, optimize your time on the road and actually measure your success. Whether you’re the first sourcing hire at a fund or stepping into a seasoned team, this is your outline on how to hit the ground running and set yourself up for long-term success.
Read Dan’s original LinkedIn post: https://www.linkedin.com/posts/danielherr_8-steps-to-success-in-a-new-pe-sourcing-role-activity-7287804951840399361-Dz7W/
📍CHAPTERS:
00:00 – Intro & Origin of the 90-Day Framework
03:30 – Who This Applies To
04:45 – Days 1–30: Be a Sponge
07:00 – Internal vs. External Messaging
08:45 – Read the IC Materials Like Treasure Maps
10:30 – Portfolio Company Primers
13:15 – Days 30–60: Start Building Relationships
16:45 – Prioritize Like an Investor
21:30 – Build the Prospect & Banker Database
23:00 – Days 60–90: Execute & Win Quick
24:45 – Hit the Road: Why In-Person Still Wins
29:00 – Metrics, Measurement & Accountability
35:00 – Top 2 North Star Metrics for New BD Hires
36:30 – Call to Action
📝 KEY TAKEAWAYS
“Before you’re out there pitching everybody about how magical our firm is, it’s diving into the nitty gritty of who are we, why do we win, where do we win, where do we lose.”
“You go back through these old IC materials… there’s a lot of low hanging fruit that’s sitting in there for you to go tackle as a sourcing professional.”
“You’ve got hundreds, thousands, millions of different things you need to be doing… Our number one job is prioritization.”
“There’s still no proxy for that in person… The number of deals I’ve done because I got in front of someone. You just can’t replicate that over Zoom.”
🔗 CONNECT WITH THE HOSTS:
Dan Herr: https://www.linkedin.com/in/danielherr/
Matt Rooney: https://www.linkedin.com/in/matt-rooney-coastalpartners/
Coastal Partners: https://www.coastalpartners.co/
#BusinessDevelopment #PrivateEquity #NewHires
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