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Investment Banking

Gain insight into how the best M&A sell-side banks easily and more efficiently drive deals while making the most of their network.

Categories
  • Pipeline management
  • Buyer & seller relationships
  • Relationship intelligence
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How investment bankers used Affinity to navigate 2021’s M&A market

How investment bankers used Affinity to navigate 2021’s M&A market

Learn how relationship intelligence enabled Affinity clients to keep up with the demands in 2021’s explosion of M&A deal activity.
There’s no “RI” in “spreadsheet”: how you can make your relationship data smarter

There’s no “RI” in “spreadsheet”: how you can make your relationship data smarter

Spreadsheets aren’t designed to be intelligent, adaptive platforms in the same way relationship intelligence CRM platforms are. Learn the key differences.
Ditching the spreadsheet: Tech-savvy investment bankers are switching to CRMs

Ditching the spreadsheet: Tech-savvy investment bankers are switching to CRMs

Find out why leading firms are turning away from outdated solutions & toward dealmaking platforms purpose-built for investment banking.
Why built-in business intelligence is superior to spreadsheet analysis

Why built-in business intelligence is superior to spreadsheet analysis

Explore how intelligent CRM platforms are improving reporting workflows by automatically capturing data and turning data insights into action.
3 ways intelligent CRMs are building on the spreadsheet model

3 ways intelligent CRMs are building on the spreadsheet model

Let’s take a look at three ways a new breed of CRM—relationship intelligence platforms—are supplanting the spreadsheet to meet the needs of modern IBs.
How to Build a High Quality M&A Deal Team

How to Build a High Quality M&A Deal Team

Learn about the most important pieces of an M&A deal team, how they work together, and how technology helps the best teams close more deals faster.
Why intelligent CRMs are replacing spreadsheets for mandate management

Why intelligent CRMs are replacing spreadsheets for mandate management

Learn why tech-forward investment banks are moving away from the spreadsheet and toward CRM platforms that support their relationship-driven deals.
Moving Beyond the Spreadsheet: A Primer for Investment Bankers

Moving Beyond the Spreadsheet: A Primer for Investment Bankers

Learn how and why Excel veterans are making the switch to a relationship intelligence CRM designed for dealmaking.
Guide to M&A deal sourcing and origination best practices

Guide to M&A deal sourcing and origination best practices

Learn the steps of the M&A deal origination process and how leading teams identify potential targets and build relationships with buyers and sellers.
M&A Pipeline Management Guide: Keeping Up with the M&A Climate

M&A Pipeline Management Guide: Keeping Up with the M&A Climate

Discover how modern M&A professionals are managing their pipeline and deal flow with best practices and automated workflows with this guide from Affinity.
How to improve CRM data capture

How to improve CRM data capture

Learn some simple steps any company can take to improve their data capture and get more from their CRM system through clean data and automation.
5 ways to streamline the M&A process

5 ways to streamline the M&A process

Learn how the best investment banks simplify and streamline their M&A process and drive deals more efficiently with technology.
Key early stage M&A deal evaluation metrics you should be tracking

Key early stage M&A deal evaluation metrics you should be tracking

Learn which M&A deal evaluation metrics are the most important when considering a potential deal and the tools you need to capture the right information.
Tell your business’s story through intelligent CRM data

Tell your business’s story through intelligent CRM data

Let’s look at how you can target your story to different audiences using your data, and how shaping your story can help accelerate your firm’s growth.
Building an intelligent deal management pipeline for investment banking

Building an intelligent deal management pipeline for investment banking

Let’s look at how your firm can rely on specialized relationship intelligence technology to more efficiently track, manage, and close your mandates.
Relationship-driven technology for the relationship economy

Relationship-driven technology for the relationship economy

As an investment banker, the most powerful tool in your toolbox is your professional network. Learn how technology can augment and support that tool.
Addressing the dangers of your invisible or unstructured professional network

Addressing the dangers of your invisible or unstructured professional network

When your relationship network is disorganized, key details—and deals—can slip through the cracks. Learn how leading firms are tracking their data.
How CAS used technology to shift to a virtual deal environment

How CAS used technology to shift to a virtual deal environment

Managing Partner at Corporate Advisory Solutions (CAS) Michael Lamm discusses how CAS Affinity to adapt to market changes and propel their deal processes.
Why SPACs Are Heating Up

Why SPACs Are Heating Up

The history of venture capital is punctuated by examples of various investment vehicles reinventing themselves over time. One recent example of a reinvention is special purpose acquisition companies or SPACs. Here's why SPACs are turning heads.
7 Must-Read Books for Investment Bankers To Better Understand Their Clients

7 Must-Read Books for Investment Bankers To Better Understand Their Clients

Here are seven must-read books for investment bankers who are intent on better understanding their clients, and also instilling trust in them. As Lemony Snicket once said, “Never trust anyone who has not brought a book with them.” 
How Investment Bankers Can Thrive Even Without In-Person Meetings

How Investment Bankers Can Thrive Even Without In-Person Meetings

Amid a lot of uncertainty, investment bankers need to learn to adapt to a world without in-person meetings. Here are three ways they can thrive even without in-person meetings.
How Investment Banks Can Better Leverage Their Networks

How Investment Banks Can Better Leverage Their Networks

In order to win deals, investment banks need to prove to clients that they have established strong relationships with decision-makers, including private equity firms and strategic acquirers. As an investment banker, the key to success is your ability to leverage your network.
Three Key Habits of the Most Effective Networkers

Three Key Habits of the Most Effective Networkers

Networking cannot be inherited, but can be learned and nurtured with time. Learn some strategies for online social networks followed by effective networkers.
How To Make The Most of Your Next Business Trip

How To Make The Most of Your Next Business Trip

Traveling to a different city or country presents a prime opportunity for us to broaden our network and build new advantageous business relationships.