Free Daily Podcast Summary
Deal Sourcery: Daily Summaries Delivered
by Dan Herr and Matt Rooney
Get key takeaways, quotes, and insights from Deal Sourcery in a 5-minute read. Delivered straight to your inbox.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Apr 9, 20261h 9m
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 market, what traits new hires should look to cultivate as they begin their careers, and how to use KPIs and other metrics to ensure you’re spending your time wisely. He also breaks down the advice and wisdom he’s received from some BD legends, and exactly what you need to do to make sure your relationships with bankers help get you deals.Learn more: Coastal Partners — coastalpartners.co | Tahoe Equity — tahoeequity.com
- Mar 26, 202656 min
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 years of experience building lasting relationships that have helped propel and maintain his career in investment banking. Chris joins the show to discuss how PE folks can engage boutique bankers and create lasting relationships that stick, what kind of engagement tactics work and what ones will land your email in the trash, and how building reciprocal relationships with wealth advisors and M&A Attorneys can help you stay in the know and get referred to the bankers and deals that will take your career to the next level. He also leaves us with advice on what the next generation of PE industry titans should be doing now to ensure long lasting and thriving careers in a competitive business.Chapters00:00 — From Accounting to Deal OriginationChris Reilly’s unconventional path into investment banking and discovering a passion for sourcing deals03:50 — What VRA Actually DoesInside a boutique investment bank: clients, deal size, and how they operate05:32 — How to Engage Boutique BankersWhy most outreach fails—and what actually gets attention08:32 — How Often Should You Reach Out?The right cadence for building (and maintaining) banker relationships10:17 — Who Gets Priority Time (and Why)Track record, capital, and what separates serious buyers from the rest13:05 — If I Were Starting a PE Firm Today…Chris’s playbook for choosing which bankers to build relationships with16:11 — Biggest Mistakes People MakeThe “too transactional” trap—and how it kills opportunities19:04 — How to Get on the Short ListWhat it really takes to be included in competitive (or limited) processes22:32 — How Deal Origination Actually WorksThe 3 core channels: referral sources, sponsors, and direct outreach26:08 — What Metrics Matter in OriginationMarket visits, pitches, and the KPIs that drive revenue32:19 — The Power of Referral NetworksWhy wealth managers and attorneys are the most valuable relationships35:38 — A Real Deal Story ($200M+ Outcome)How one relationship turned into a major transaction40:11 — Are Referral Networks Underutilized?Why most buyers ignore a massive opportunity42:56 — What Makes a Great Referral PartnerEducation, reciprocity, and playing the long game48:26 — How the Market Has ChangedLonger processes, more specialization, and more competition49:50 — The Rise of Professional Deal SourcingWhy business development roles have become more sophisticated51:59 — Conferences: How Bankers Actually Spend TimeWhy existing relationships dominate—and how to break in53:05 — Proprietary Sourcing vs Banker-Led DealsLearn more: Coastal Partners — coastalpartners.co | Tahoe Equity — tahoeequity.com
- Mar 12, 202649 min
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 transition from Olympian to Investor, how co-owning a Goldfish Swim School franchise helps him relate to business owners, and how even a world-record holder can have trouble getting responses to cold emails.
- Feb 5, 20261h 9m
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 early days of deal sourcing, when private equity was barely an industry, competition was thin, and there were no CRMs, playbooks, or automated workflows to lean on. What existed instead was judgment, creativity, persistence, and a relentless focus on building real relationships — often face to face.We explore how sourcing moved from hustle-driven relationship work to a more process-heavy function, why in-person connection still matters despite efficiency tradeoffs, and where experience beats financial engineering, especially in the lower middle market. Glenn also shares what it takes to survive the emotional reality of BD — the work that doesn’t bear fruit, the thrill of the hunt, and the long game of trust-building.
- Jan 15, 202655 min
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 Equity joins the show to talk about bringing humanity back into private equity to set himself apart from the competition. From leading with empathy and curiosity to sending out type-written notes to potential partners, Jake walks us through what makes a Mamba Deal different and why it works.
- Nov 20, 202552 min
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, why leaning into your interests can help you stand apart and make more connections, and why he believes BD is the best job in PD.
- Oct 23, 202534 min
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 explore how to make sense of all that data you're tracking, how AI is changing the way we present information to banks and investors, and why there's no such thing as a bad first meeting.
- Oct 9, 202543 min
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 intelligence is reshaping dealmaking — from sourcing to closing.They discuss what happens when AI takes the wheel in investment banking, why human relationships still matter more than ever, and how the next generation of deal professionals will work alongside technology, not against it.Topics covered:How AI is transforming deal sourcing and private equity workflowsBuilding an AI-native investment bank with more engineers than bankersWhy a human-first approach still drives great dealsThe evolution of business development in a tech-driven market#DealSorcery #PrivateEquity #AI #InvestmentBanking #OffDeal #ACGSoCal
Get Deal Sourcery summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
Business Buying Strategies from The Dealmaker's Academy
Jonathan Jay Business Buying Expert
The Deal Room
Joanna Oakey, Aspect Legal
Buyers and Builders
PrivateEquityGuy
DealMakers: Entrepreneur | Startups | Venture Capital
Alejandro Cremades
Before You Buy or Sell a Business
Jared W. Johnson
M&A Science
Kison Patel
What's Your Deal? | Buying Businesses, Business Acquisitions, Investing & Exit Strategies
Matt Uhler
The Private Equity Podcast, by Raw Selection
Alex Rawlings
BigDeal
Codie Sanchez
The Transaction
Craig Rosenberg & Matt Amundson | B2B Sales & Marketing Experts - Hosts of The Transaction
Private Equity Deals with Capital Allocators
Ted Seides – Allocator and Asset Management Expert
The Deal Closers Podcast
Website Closers
About Deal Sourcery
Deal Sourcery is the must-listen podcast for Private Equity professionals aiming to master the art of deal origination. Hosted by Dan Herr - who’s closed over $1B in transactions in the last decade while building and leading world-class deal sourcing teams - and Matt Rooney, a top recruiter in PE business development, we dive into cutting-edge trends, proven tactics, data-driven sourcing strategies and the technology shaping the future of M&A. Each episode features in-depth discussions with exited founders, PE professions and investment bankers, delivering exclusive, actionable insights you won’t find anywhere else. Tune in to elevate your sourcing skills and optimize your firm’s capital deployment.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from Deal Sourcery in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's Deal Sourcery daily summary?
It's a free AI-powered email that summarizes new episodes of Deal Sourcery as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the Deal Sourcery podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Deal Sourcery product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by Dan Herr and Matt Rooney.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts. Upgrade to Pro for 15, or Premium for 50. Browse our full catalog at /podcasts.
How often does Deal Sourcery release new episodes?
Deal Sourcery publishes monthly. Our AI generates a summary within hours of each new episode.
What topics does Deal Sourcery cover?
Deal Sourcery covers topics including Business, Management, Entrepreneurship, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting Deal Sourcery summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.