Tools & Guides

Our new deal sourcing ROI calculator helps you:

• Determine which sourcing channels are the most efficient (e.g., proprietary deal flow vs. conferences vs. online platforms)
• Determine which channels are most cost-effective
• Calculate your average success rate at each stage in the funnel
• Pinpoint inefficiencies in your process

Read on to learn:

• The benefits of a CRM system: Yes, it will take time to implement. Here's why it's worth your time.
• Considerations when choosing a vendor: 7 questions to consider before you sign on the dotted line.
• Tips for implementation: Set your firm up for success.

In this guide, we’ll introduce you to the eight types of people you can expect to meet at industry events and provide a pre-conference checklist to make sure you set yourself up for success.

Download now to learn:

• The market trends driving the need for business development
• The six building blocks of successful BD
• How to create a BD budget and track success effectively

Our free buyside M&A planning worksheet provides a framework to evaluate your priorities, what you want to avoid, integration preferences, team responsibilities, and more.