[M&A Step 2-1] Complete Deal Sourcing Practice

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3 reviews for M&A Step 3 — M&A Deal Sourcing & Pipeline Management

  1. Rated 5 out of 5

    Site Admin

    We designed this course to show how sourcing works when targets are filtered, prioritized, and tracked with discipline. It reflects the practical workflow behind building and managing a live pipeline.

  2. Rated 5 out of 5

    JC Academy

    This course teaches sourcing as an organized execution process rather than loose networking or idea generation. It shows how target selection, prioritization, and pipeline control support actual deal origination.

  3. Rated 5 out of 5

    Course Planner

    The pipeline management section shows you what a corp dev team actually tracks week to week, and it is far more operational than you would expect from a normal M&A course.

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Course Content

📖 SECTION 1: Deal Sourcing Foundations and Setup
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
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