Deal Sourcery
Dan Herr and Matt Rooney
Publishing Details
About This Podcast
Podcasting 2.0 Features
Social Media
Explore Statistics
Recent Episodes
S1E25 BD Is A Contact Sport: HKW's Ted Kramer On How Relationships Give You A Competitive Edge
Have you ever wondered why so many in Private Equity are former athletes? HKW's CEO Ted Kramer - one of the first deal sourcing professionals to lead a firm - joins the show to break down his journey…
S1E24 Learning From the Big Leagues - Advice to New B.D. Professionals from H.I.G. Capital's Carlos Soto
If you’re new to PE BD or trying to break-in, you don’t want to miss this one. Carlos Soto of H.I.G. Capital joins the show to give a masterclass on what makes a standout BD professional in today’s…
S1E23 Deals Still Run On Relationships: VRA Partner's Chris Reilly On Why The Best Buyers Build Trust First
We all know relationships are key in BD, but it’s still easy to forget that there’s always a real human on the other side of your transactions. Chris Reilly, Managing Director at VRA Partners has…
S1E22 Gold Medal Sourcing: 5x Olympic Gold Medalist’s Journey into Deal Sourcing
What does training for Olympic Gold have in common with a career in deal sourcing? In his first year at Norwest, 5x Olympic Gold Medalist Ryan Murphy found out. Ryan joins the show to talk about his…
S1E21 Lessons From Three Decades of Deal Sourcing with Glenn Oken
In this episode, we sit down with Glenn Oken to trace how business development in private equity has evolved from 1989 to today, and what’s been lost (and gained) along the way.Glenn reflects on the…
S1E20 What It Takes to Source “Elite” Founder-Owned Software Companies with Jake Colognesi
In a world where our digital inboxes are flooded with the same templated outreach e-mails, AI-assisted intros and impersonal newsletters, what can you do to stand out? Jake Colognesi of Mamba Growth…
S1E19 Running Towards Deals - Mike Alberts on the M&A Fitness Club and Why BD is the Best Job in PE
Is starting your day with a little bit of shared struggle the key to building deeper relationships? Mike Alberts thinks so. Mike joins the show to discuss how his "M&A Fitness Club" got started,…
S1E18 The Final Frontier of Deal Sourcing - How Metrics, Systems and AI Will Shape the Future of Business Development with Renn Iaboni
You already keep metrics on just about everything, but how do you turn those numbers into actionable items to help you win more deals? Renn Iaboni of Monomoy Capital Partners joins the show to…
S1E17 The First BD Guy & the AI Native Future - Deal Sourcery Live from M&A SoCal
At Deal Sorcery Live, recorded at M&A SoCal, Ori Eldarov (Founder of OffDeal) and John Camp (Arbor Investments) join the show to discuss the origins of business development and how artificial…
S1E16 Mount Rushmore of BD - Lessons Learned from Legend Award Winner Jay Jester
Are you actually building the kind of BD function that wins deals—or just checking a box?Jay Jester, BD Legend and Partner at Plexus Capital joins Deal Sourcery to unpack what makes great sourcing…
S1E15 700 Conversations. 13 Touches. 1 Thesis Scorecard. Here’s the Compass Method with Jonathan Babcock
Are you making cold calls but just not locking in enough deals? Compass Equity Group's Jonathan Babcock joins the show to explain how playing the long-game and developing a firm-wide culture of…
S1E14 How to Crush Your First 90 Days in Business Development (Private Equity Edition)
If you’re getting started at a private equity firm in business development, this one's for you. Inspired by Dan’s viral LinkedIn post, you’ll get tried-and-true steps for crushing your first 90-days…
The Marketing Playbook For Private Equity in 2025 with Joanne Verkuilen
Is your Private Equity firm invisible? You might be missing 80% of the deals you should see. Today, discover why traditional PE outreach isn't enough and how strategic marketing is now essential for…
Winning Before the CIM: If You’re Waiting for the Book, You’ve Already Lost
How do top PE firms consistently win deals before they even hit the market? Today’s episode of Deal Sourcery pulls back the curtain with Justin Smith, Managing Director of Business Development at…
The Ultimate Guide to Deal Sourcing Compensation – Part 2
Is your compensation in line with your peers in private equity business development? Are you unsure of what the market standard is for base, bonus, and carry?Today we break down the highly…
Building the Goldman Sachs for Small Businesses with Ori Eldarov
Frustrated that your company hasn't gotten noticed by the buyers that should be approaching you? Every business owner is being told to sell, but what happens when you have limited options, no network…
The Future is (Almost) Here: AI in Private Equity Deal Sourcing
Is your inbox flooded with generic PE outreach? Learn how to cut through the noise and connect with the right investors, as Raj Singh, AI founder and investor of Go Moment, Revinate and PEF Community…
Building a Culture-First Organization: Lessons from Campminder's 23-Year Journey with Dan Konigsberg
Discover the story of how Campminder's CEO, Dan Konigsberg, built a wildly successful, values-driven company culture, attracting both top talent and ideal investors. Learn how to move beyond generic…
Human-to-Human Deal Sourcing: Winning in the Future of Private Equity with Lane Rankin
Lane Rankin, Founder of Illuminate Education, joins us to share his incredible journey from educator to EdTech entrepreneur. Along the way, he reveals the secrets to engaging founders, the importance…
How to Generate Predictable, Repeatable and Scalable Deal Flow
In this episode of Deal Sourcery, Matt and Dan explore one of the biggest challenges faced by private equity firms: creating a predictable, repeatable, and scalable deal sourcing strategy. Together,…
Frequently Asked Questions
Deal Sourcery has published 26 episodes since September 2024, covering topics in Business, Entrepreneurship.
Deal Sourcery is currently highly active with new episodes monthly. Average episode length is 52m.
Similar Podcasts
Earn Your Leisure
iHeartPodcasts
1,483 episodes
The Clark Howard Podcast
Clark Howard
2,295 episodes
Market Mondays
EYL Network
731 episodes
Afford Anything | Make Smart Money Choices
Paula Pant, Personal Finance Expert | Cumulus Podcast Network
769 episodes
My First Million
Hubspot Media
873 episodes
Your Money Guide on the Side
Tyler Gardner
71 episodes