Podcast

Deal Sourcery

Author: Dan Herr and Matt Rooney
Feed episode count: 26
Official site: https://dealsourcery.com/
RSS: https://feeds.captivate.fm/deal-sourcery/
JSON: /v1/public/podcasts/deal-sourcery-7025639
Markdown: /podcast/deal-sourcery-7025639.md

Summary

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.

Episodes

Jun 11, 2026 · not_requested

BD Is A Contact Sport: HKW's Ted Kramer On How Relationships Give You A Competitive Edge

Duration seconds: 2240
Source: https://dealsourcery.com/episode/bd-is-a-contact-sport-hkws-ted-kramer-on-how-relationships-give-you-a-competitive-edge

HTML Markdown JSON

Apr 9, 2026 · not_requested

Learning From the Big Leagues - Advice to New B.D. Professionals from H.I.G. Capital's Carlos Soto

Duration seconds: 4153
Source: https://dealsourcery.com/episode/learning-from-the-big-leagues-advice-to-new-b-d-professionals-from-hig-capitals-carlos-soto

HTML Markdown JSON

Mar 26, 2026 · not_requested

Deals Still Run On Relationships: VRA Partner's Chris Reilly On Why The Best Buyers Build Trust First

Duration seconds: 3367
Source: https://dealsourcery.com/episode/the-goodwill-business-vras-chris-reilly-on-the-importance-of-reciprocal-relationships-in-bd

HTML Markdown JSON

Mar 12, 2026 · not_requested

Gold Medal Sourcing: 5x Olympic Gold Medalist’s Journey into Deal Sourcing

Duration seconds: 2964
Source: https://dealsourcery.com/episode/gold-medal-sourcing-5x-olympic-gold-medalists-journey-into-deal-sourcing

HTML Markdown JSON

Feb 5, 2026 · not_requested

Lessons From Three Decades of Deal Sourcing with Glenn Oken

Duration seconds: 4159
Source: https://dealsourcery.com/episode/lessons-from-three-decades-of-deal-sourcing-with-glenn-oken

HTML Markdown JSON

Jan 15, 2026 · not_requested

What It Takes to Source “Elite” Founder-Owned Software Companies with Jake Colognesi

Duration seconds: 3352
Source: https://dealsourcery.com/episode/what-it-takes-to-source-elite-founder-owned-software-companies-with-jake-colognesi

HTML Markdown JSON

Nov 20, 2025 · not_requested

Running Towards Deals - Mike Alberts on the M&A Fitness Club and Why BD is the Best Job in PE

Duration seconds: 3177
Source: https://dealsourcery.com/episode/running-towards-deals-mike-alberts-on-the-ma-fitness-club-and-why-bd-is-the-best-job-in-pe

HTML Markdown JSON

Oct 23, 2025 · not_requested

The Final Frontier of Deal Sourcing - How Metrics, Systems and AI Will Shape the Future of Business Development with Renn Iaboni

Duration seconds: 2082
Source: https://dealsourcery.com/episode/the-final-frontier-of-deal-sourcing-how-metrics-systems-and-ai-will-shape-the-future-of-business-development-with-renn-iaboni

HTML Markdown JSON

Oct 9, 2025 · not_requested

The First BD Guy & the AI Native Future - Deal Sourcery Live from M&A SoCal

Duration seconds: 2586
Source: https://dealsourcery.com/episode/the-future-of-deal-sourcing-deal-sourcery-live-from-ma-socal

HTML Markdown JSON

Jul 24, 2025 · not_requested

Mount Rushmore of BD - Lessons Learned from Legend Award Winner Jay Jester

Duration seconds: 2799
Source: https://dealsourcery.com/episode/mount-rushmore-of-bd-lessons-learned-from-legend-award-winner-jay-jester

HTML Markdown JSON

Jul 10, 2025 · not_requested

700 Conversations. 13 Touches. 1 Thesis Scorecard. Here’s the Compass Method with Jonathan Babcock

Duration seconds: 1923
Source: https://dealsourcery.com/episode/how-a-thesis-driven-strategy-can-keep-you-competitive-the-compass-method-with-jonathan-babcock

HTML Markdown JSON

May 22, 2025 · not_requested

How to Crush Your First 90 Days in Business Development (Private Equity Edition)

Duration seconds: 2234
Source: https://dealsourcery.com/episode/how-to-crush-your-first-90-days-in-business-development-private-equity-edition

HTML Markdown JSON

May 1, 2025 · not_requested

The Marketing Playbook For Private Equity in 2025 with Joanne Verkuilen

Duration seconds: 3325
Source: https://dealsourcery.com/episode/the-marketing-playbook-for-private-equity-in-2025-with-joanne-verkuilen

HTML Markdown JSON

Apr 15, 2025 · not_requested

Winning Before the CIM: If You’re Waiting for the Book, You’ve Already Lost

Duration seconds: 3348
Source: https://dealsourcery.com/episode/winning-before-the-cim-if-youre-waiting-for-the-book-youve-already-lost

HTML Markdown JSON

Mar 18, 2025 · not_requested

The Ultimate Guide to Deal Sourcing Compensation – Part 2

Duration seconds: 2562
Source: https://dealsourcery.com/episode/the-ultimate-guide-to-deal-sourcing-compensation-part-2

HTML Markdown JSON

Feb 20, 2025 · not_requested

Building the Goldman Sachs for Small Businesses with Ori Eldarov

Duration seconds: 3384
Source: https://dealsourcery.com/episode/building-the-goldman-sachs-for-small-businesses-with-ori-eldarov

HTML Markdown JSON

Feb 6, 2025 · not_requested

The Future is (Almost) Here: AI in Private Equity Deal Sourcing

Duration seconds: 3109
Source: https://dealsourcery.com/episode/the-future-is-almost-here-ai-in-private-equity-deal-sourcing

HTML Markdown JSON

Jan 23, 2025 · not_requested

Building a Culture-First Organization: Lessons from Campminder's 23-Year Journey with Dan Konigsberg

Duration seconds: 3701
Source: https://dealsourcery.com/episode/building-a-culture-first-organization-lessons-from-campminders-23-year-journey-with-dan-konigsberg

HTML Markdown JSON

Dec 17, 2024 · not_requested

Human-to-Human Deal Sourcing: Winning in the Future of Private Equity with Lane Rankin

Duration seconds: 3499
Source: https://dealsourcery.com/episode/human-to-human-deal-sourcing-winning-in-the-future-of-private-equity-with-lane-rankin

HTML Markdown JSON

Nov 26, 2024 · not_requested

How to Generate Predictable, Repeatable and Scalable Deal Flow

Duration seconds: 3242
Source: https://dealsourcery.com/episode/how-to-generate-predictable-repeatable-and-scalable-deal-flow

HTML Markdown JSON

Nov 7, 2024 · not_requested

This 3x CEO's Secret Weapon For Winning Add-Ons with Bill Nunan

Duration seconds: 3395
Source: https://dealsourcery.com/episode/this-3x-ceos-secret-weapon-for-winning-add-ons-with-bill-nunan

HTML Markdown JSON

Oct 24, 2024 · not_requested

The Truth About Private Equity From a Founder's Perspective with Rod Jimenez

Duration seconds: 3624
Source: https://dealsourcery.com/episode/private-equity-101-what-every-founder-needs-to-know-with-rod-jimenez

HTML Markdown JSON

Oct 10, 2024 · not_requested

The Truth About Private Equity BD Compensation

Duration seconds: 4165
Source: https://dealsourcery.com/episode/the-truth-about-private-equity-bd-compensation

HTML Markdown JSON

Oct 3, 2024 · not_requested

Data Snacks: The Unlock To Engaging Private Equity Prospects with Kate Hopkins

Duration seconds: 2838
Source: https://dealsourcery.com/episode/data-snacks-the-unlock-to-engaging-private-equity-prospects-with-kate-hopkins

HTML Markdown JSON

Sep 26, 2024 · not_requested

Decoding the Edtech Founder: Keys to Winning PE Deals & Building Trust with Karl Rectanus

Duration seconds: 3630
Source: https://dealsourcery.com/episode/decoding-the-edtech-founder-keys-to-winning-pe-deals-building-trust-with-karl-rectanus

HTML Markdown JSON