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 new to PE BD or trying to break-in, you don’t want to miss this one. Carlos Soto of H.I.G. Capital joins the show to give a masterclass on what makes a standout BD professional in today’s market, what traits new hires should look to cultivate as they begin their careers, and how to use KPIs and other metrics to ensure you’re spending your time wisely. He also breaks down the advice and wisdom he’s received from some BD legends, and exactly what you need to do to make sure your relationships with bankers help get you deals.
Learn more: Coastal Partners —coastalpartners.co | Tahoe Equity —tahoeequity.com

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