Deal Sourcing in Private Equity
We identify the most suitable platform companies and add-ons that meet the private equity (PE) investment criteria.
Deal Sourcing Services for Private Equity Firms
Through our comprehensive and expert support, we help PE teams identify and secure high-value investments.
SGA has extensive experience in providing deal-sourcing support services to PE firms. Our proficient team of PE analysts assists top-tier firms in identifying actionable targets through our in-depth and professional deal-sourcing services.
Our PE deal sourcing support services include company screening for platform and add on companies, market mapping, short company profiles, industry overview, sector valuation, economic research, benchmarking, comps analysis, contact search, target outreach, CRM management.
Private Equity Deal Sourcing Services
Platform and Add-On Search
- Efficiently locate targets that align precise preferences and criteria using vast database.
- Pinpoint companies meeting exact criteria, including unique features of the ideal opportunity.
Market Mapping /Target Segmentation
- Understand competitive positioning, spot opportunities, and strategize effectively.
- Segment markets to meet diverse needs, enhancing overall effectiveness.
Target Benchmarking and Contact Sourcing
- Target profiling.
- Contact identification.
- Contacts validation.
Target Outreach
- Creates draft emails for outreach in the standard client/personalized format.
- Cold calling and pitching.
Thematic Research on Investment Ideas
- Conduct extensive research to help prove or disprove any specific hypothesis.
- Explore new industry themes.
Conference, Admin, and CRM Management
- Assist in maintaining deal repositories and CRM systems, for example DealCloud.
- Create and maintain trackers/logs across the deal life cycle.
Our Research Ecosystem
We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience.
Our in-house design and language experts support PE to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our PE technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and PE firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our in-house design and language experts support PE to deliver high-quality, ready-to-use, impactful presentations and content.
We’ve integrated solutions for repetitive tasks into our PE technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
The BIS team with in-depth expertise in various databases to deliver high-quality research insights.
Supported by experts with significant experience in working with independent valuators, investment banks, and PE firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.
Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.
Our Dedicated Technology Suite for PE/VC Firms
We have identified the manual, repetitive, and tedious tasks and incorporated them into our PE technology suite. Optimize your workforce strategy by leveraging our technology suit to enhance productivity across business development, investment and operating teams.
Business Development Teams
Customized AI-powered web crawler for PE firms to curate an actionable target list.
Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM.
Investment Teams
Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using GenAI.
Automate financial summaries and standardize evaluation parameters for assessing targets.
Operating Partners
Create data-driven dashboards to report PE/VC fund performance.
Generate insightful MIS reports & dashboards on portfolio companies’ performance.
Our Automation-Powered Solutions
Workflow Management
- Automate and streamline request life cycle and evaluate capacity availability.
- Track the time spent on each request through a single dashboard view for managers.
- MIS reporting feature to track productivity.
Knowledge Management System
- Centralized knowledge repository leveraged by teams globally.
- User-friendly search through available content to reduce TAT and increase efficiency.
- Easy to implement, integrate, and customizable as per the client’s requirements.
Custom RPA Tools
- Automated data extraction from structured and unstructured sources.
- AI-/ML-driven NLP tools for processing qualitative information.
- Automated quality check and assurance tools.
Our Value Proposition
- Expertise across sectors, domains, and regions.
- Increased probability of identifying actionable targets.
- Optimized resource capacity.
- Flexibility to quickly ramp up/down the team.
- Tailored engagement models.
- Final-form research.
- On-going cost efficiencies.
- Functional, cultural, and strategic alignment.
Who We Work With
Global CFOs
Includes valuation, FP&A, and reporting services.
Deal Sourcing Teams
Identify targets and implement outreach activities.
Managing Partners (LPs and GPs)
From deal origination to exit.
Corporate Development Teams
Analyze market attractiveness and identify actionable targets for inorganic growth.
Our Ins(AI)ghts
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Private Equity Investment Trends
Private equity investments experienced strong growth, fueled by digital transformation, sector-specific focus, and a rising interest in ESG-driven strategies. Technology, healthcare, and sustainable assets gained traction, while firms emphasized operational efficiency and data-backed decision-making. Growth equity and minority stake deals became more common, reflecting a shift toward flexible, long-term investments. With increasing market volatility, PE firms relied more on data analytics and strategic insights for smarter deal sourcing and due diligence, signaling a move toward more sustainable and tech-forward investment approaches.
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Impact of Data Analytics on Private Equity Firms
Private equity firms are using data analytics to drive smarter, tech-enabled business models. Companies like Quicken Loans and Carvana have streamlined operations through digital tools. Advanced analytics helps firms of all sizes make faster, informed investment decisions.
Machine learning models provide deeper insights into growth potential and risks. By analyzing data at a micro level, PE firms save time and identify new opportunities. This data-driven approach is reshaping how value is created in private equity.
