Guide

Deal sourcing guide for investment banking 2025

When we surveyed 350+ investment bankers at the start of the year, 69% said they anticipate increased activity across M&A and capital markets. 

Find out how you capitalize on these opportunities in our latest deal sourcing guide.  

You’ll learn more about the market dynamics likely to drive activity, and how your firm can start finding and winning more high-quality mandates.

Get actionable insights into:

  • Using data to source deals with greater accuracy
  • Prospecting efficiently everywhere you work
  • Sourcing more transactions with relationship intelligence and AI

What customers are saying

"Implementation was really easy. We were able to start using the platform straight away."
Udai Chopra
Principal
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"Having a well-defined, clean, golden source data set is more important in the age of AI. That's a lot of the benefit we're seeing from Affinity."
Oren Michaely
Head of AI
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"It's night and day. We are way
more organized when it comes
to relationships. We've won a
good amount of deals we wouldn't have won if we hadn't changed over to Affinity."
Doug Parker
Head of Origination
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"Venture capital is a craft, and Affinity is one of the tools helping the investment team build this craft better."
Moustafa ElBialy
CIO
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Deal sourcing guide for investment banking 2025

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