Elevate M&A deal sourcing while traveling

  • Posted October 21, 2024 by

Traveling to conferences or client site visits can be daunting and perhaps a little stressful if you aren’t equipped with the right information. Private Equity Info can help ease that burden by arming you with the tools and resources you need to stay informed. 

In just minutes, navigate our extensive database to research conference attendees to identify areas of interest or recent deals, search for firms by geographic location, and use our mobile-friendly interface to quickly recall information about firms or contacts you've met before. 

Keep reading to discover how PEI can be your secret weapon for staying informed and effective while on the go! 

Be more prepared for conversations  

Before arriving at a conference, review the attendee list to pinpoint individuals and companies with whom you’d like to connect. Then, leverage Private Equity Info to familiarize yourself with their services, industry interests, and recent deals. For example, if you are meeting with an investment banker, quickly pull together a list of private equity investors by industry, investment criteria, or completed transactions–all of which can be done in seconds using PEI’s Private Equity module.  

Likewise, if you are meeting with a private equity firm, build a list of investment banks and intermediaries using our Advisory Firms module, which allows you to search by keyword, location, or deal size.  

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Search firms by geography 

If you are attending a conference, take the time to identify clients headquartered nearby to schedule visits before or after the event. If you are planning a visit to a client site, research other companies in the area with similar interests to explore potential introductions. In both scenarios, Private Equity Info simplifies the process by allowing you to sort by geographic location, making it quick and easy to connect. 

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Take advantage of our mobile-friendly interface 

Have you ever walked into a conference and spotted someone you’ve met before, only to struggle to remember their name? Or perhaps you recall the company but not the individual? You’re in luck! Our mobile-friendly interface provides instant access to information about companies and their executives. Similarly, if you are about to enter a meeting and need a quick refresher on a company’s recent transactions, you can access that data in just seconds, keeping you informed and prepared. 

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