Introducing potential CEOs/advisors/investors in anticipation of deal closure/transaction; which may dramatically increase your confidence that a deal will be successful.
Introducing executives with a deal or deal/transaction idea. “Deal ideas” may take the form of: a strategy around an industry roll-up or consolidation; a specific company or asset targeted as a platform acquisition; or an opportunity within their current company (whether restructuring, sale of a division, PIPE, or a take-private transaction).
Approaching targeted private or public companies (often “blindly”) to determine their potential interest in entertaining an approach by a private equity firm (i.e. playing the middleman and ultimately making introductions that can lead to proprietary deal flow).
Making “get smart” introductions to executives who are experts in an industry or region of potential investment interest.
Providing a “read” on talent/management teams/companies either through our existing knowledge, or through covert or direct reference checking.