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Deal Sourcery

Deal Sourcery

Auteur(s): Dan Herr and Matt Rooney
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À propos de cet audio

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.Copyright 2025 Dan Herr and Matt Rooney Développement commercial et entrepreneuriat Entrepreneurship Finances personnelles Gestion et leadership Économie
Épisodes
  • Running Towards Deals - Mike Alberts on the M&A Fitness Club and Why BD is the Best Job in PE
    Nov 20 2025

    Is starting your day with a little bit of shared struggle the key to building deeper relationships? Mike Alberts thinks so. Mike joins the show to discuss how his "M&A Fitness Club" got started, why leaning into your interests can help you stand apart and make more connections, and why he believes BD is the best job in PD.

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    53 min
  • The Final Frontier of Deal Sourcing - How Metrics, Systems and AI Will Shape the Future of Business Development with Renn Iaboni
    Oct 23 2025

    You already keep metrics on just about everything, but how do you turn those numbers into actionable items to help you win more deals? Renn Iaboni of Monomoy Capital Partners joins the show to explore how to make sense of all that data you're tracking, how AI is changing the way we present information to banks and investors, and why there's no such thing as a bad first meeting.

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    35 min
  • The First BD Guy & the AI Native Future - Deal Sourcery Live from M&A SoCal
    Oct 9 2025

    At Deal Sorcery Live, recorded at M&A SoCal, Ori Eldarov (Founder of OffDeal) and John Camp (Arbor Investments) join the show to discuss the origins of business development and how artificial intelligence is reshaping dealmaking — from sourcing to closing.

    They discuss what happens when AI takes the wheel in investment banking, why human relationships still matter more than ever, and how the next generation of deal professionals will work alongside technology, not against it.

    Topics covered:

    • How AI is transforming deal sourcing and private equity workflows
    • Building an AI-native investment bank with more engineers than bankers
    • Why a human-first approach still drives great deals
    • The evolution of business development in a tech-driven market

    #DealSorcery #PrivateEquity #AI #InvestmentBanking #OffDeal #ACGSoCal

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    43 min
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