The ultimate guide to capital markets relationship management

Rising competition and pressure to deploy capital requires that private equity firms put their best foot forward to actively enhance the quantity and quality of deals entering their funnel. Dealmakers want to see every available deal, including add-on opportunities, co-investments, mergers, capital raises, and more. The wider and stronger the relationships these dealmakers have — and the more intentionally they cultivate them — the better their market coverage.

In this whitepaper, we’ll explore the topic of relationship management in capital markets including why relationship building is important, how to nurture key relationships with a healthy cadence of communication, how to identify opportunities for introductions to target companies using your relationship network, and how to manage all of the above in the most efficient and self-serving manner.