Skip to content
[M&A Step 2-1] Complete Deal Sourcing Practice
🧭 Introduction to the “Professional Deal Sourcing” Course
Sample Lesson
📖 SECTION 1: Deal Sourcing Foundations and Setup
1. Where Deal Sourcing Fits in the M&A Process
Sample Lesson
2. Building your Buy Box and Sourcing Channels
Sample Lesson
3. How Investment Banks Build Deal Pipelines
4. The Differing Logics of Strategic and Financial Buyers
5. Designing Your Sourcing Operating Model
📖 Section 2: Inbound Workflow and Intermediary Management
6. Navigating the Sell Side Investment Bank Landscape
7. Decoding Teasers and Process Letters
8. Winning in Competitive Auction Processes
9. Leveraging Buy-Side Investment Bankers
📖 SECTION 3: Outbound Workflow and Proprietary Deal Origination
10. Building Your Proprietary Target Long List
11. Mastering Professional Data Platforms for Target Identification
12. Using LinkedIn and Open Source Intelligence for Deal Sourcing
13. Building Networks That Generate Deal Flow
📖 SECTION 4: Outbound Execution and Direct Contact Strategy
14. Tailoring Outreach for Control Acquisitions vs Growth Investment
15. Writing Cold Emails That Start Conversations
16. Reaching Decision Makers Through Strategic Cold Calls
📖 SECTION 5: Outbound Pipeline Management and Decision Discipline
17. Constructing the Deal Pipeline Structure and Governance
18. Mastering Kill Discipline to Protect Team Bandwidth
19. Designing Decision Control in the Deal Pipeline
1 of 2
Previous Lesson
Next Lesson
1. Where Deal Sourcing Fits in the M&A Process
[M&A Step 2-1] Complete Deal Sourcing Practice
1. Where Deal Sourcing Fits in the M&A Process
Previous Lesson
Back to Course
Next Lesson
Scroll to Top
Login
Accessing this course requires a login. Please enter your credentials below!
Username or Email Address
Password
Remember Me
Lost Your Password?
Register
Don't have an account? Register one!
Register an Account