What We Do > Investment Insights > Private Equity and Venture Capital > Deal Origination Services for PE Firms

Deal Origination Services for PE Firms

We identify the most suitable platform companies and add-ons that meet the Private Equity investment criteria.

Deal Origination
What We Offer
Why SGA
Who We Work With
Insights
Meet Our Experts

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Deal Sourcing Services for Private Equity Firms

Through our comprehensive and expert support, we help Private Equity teams identify and secure high-value investments.

SGA has extensive experience in providing deal-sourcing support services to Private Equity firms. Our proficient team of Private Equity analysts assists top-tier firms in identifying actionable targets through our in-depth and professional deal-sourcing services.

Our Private Equity 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.

Get in Touch With Our Experts

Through our comprehensive and expert support, we help Private Equity teams identify and secure high-value investments

Get in Touch With Our Experts

Our 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

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support Private Equity to deliver high-quality, ready-to-use, impactful presentations and conten.t

Technology-Driven Solutions

We've integrated solutions for repetitive tasks into our Private Equity Technology suite. Leverage our technology to optimize workforce strategy and boost productivity across all teams.
Click here to know more

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Supported by experts with significant experience in working with independent valuators, investment banks, and Private Equity firms across financial reporting, tax compliance, and transaction-related and litigation-related valuations.

Domain Experts

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 Research Ecosystem

We utilize our complete research ecosystem of operations to provide our clients with a one-stop-shop experience

SGA Execution Team

Design and Publishing Service

Our in-house design and language experts support Private Equity to deliver high-quality, ready-to-use, impactful presentations and content.

Technology-Driven Solutions

Business Information Service

The BIS team with in-depth expertise in various databases to deliver high-quality research insights.

Valuation/FM Expert

Domain Experts

Our in-house subject matter experts across various sectors and domains guide the team of analysts to provide domain understanding and create impactful outputs.

Who We Work With

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

Managing Partners (LPs and GPs)

From deal origination to exit

Deal sourcing teams

Identify targets and implement outreach activities

Global CFOs

Includes valuation, FP&A, and reporting services

Corporate development teams

Analyze market attractiveness and identify actionable targets for inorganic growth

Our dedicated Technology Suite for PE/VC firms

We have identified the manual, repetitive, and tedious tasks and incorporated them into our Private Equity 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

View Case Study

Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM

View Case Study

Investment Teams

Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using Gen AI

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Operating Partners

Create data-driven dashboards to report PE/VC fund performance

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

Our dedicated Technology Suite for PE/VC firms

Business Development Teams

Customized AI-powered web crawler for PE firms to curate an actionable target list

View Case Study

Integrated outreach tool combining emails, cold-calling, marketing automation, and CRM

View Case Study

Investment Teams

Efficient extraction of key insights from CIMs and teasers into concise 4-page memos using Gen AI

View Case Study

Automate financial summaries and standardize evaluation parameters for assessing targets

View Case Study

Operating Partners

Create data-driven dashboards to report PE/VC fund performance

View Case Study

Generate insightful MIS reports & dashboards on portfolio companies’ performance

View Case Study

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution

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

Talk To Our Experts

Our Automation-powered Solutions

We deploy a host of tools to efficiently manage workflow, facilitate knowledge re-use, and automate repeated tasks to reduce the overall time for deal execution

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

Talk To Our Experts

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

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

Insights

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CASE STUDIES

Solutions Tailored to Client Specifications: SG Analytics Explore Investible Targets Opportunities in Commercial FLS Systems

Delivering Holistic Investment Support: SG Analytics Identifies Investment Theme Creation and Target Opportunities in Healthcare

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End-to-end Workflow Optimization: SG Analytics Empowers the Exploration of Favorable Market Conditions to Approach Potential Investors

View All

Talk To Our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

Talk to our Experts

Our private equity and venture capital team brings strong industry and functional knowledge, adding value at every step in the investment cycle.

Mayuresh Wagh

Head - Investment Insights

Steve Salvius

Head - Investment Banking & Private Equity

What We Do > Investment Insights > Private Equity and Venture Capital > Deal Origination Services for PE Firms

Deal Origination Services for PE Firms

Deal Sourcing Services for Private Equity Firms

Through our comprehensive and expert support, we help Private Equity teams identify and secure high-value investments

Our Deal Sourcing Services

Our Research Ecosystem

Our Research Ecosystem

Who We Work With

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Managing Partners (LPs and GPs)

Deal sourcing teams

Global CFOs

Corporate development teams

Our dedicated Technology Suite for PE/VC firms

Our dedicated Technology Suite for PE/VC firms

Our Automation-powered Solutions

Our Automation-powered Solutions

Our Value Proposition

Insights

Talk To Our Experts

Talk to our Experts

Our end-to-end support across investment lifecycles enables you to focus on your core competencies.