Shows / Deal Sourcery
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…
Episodes
Deal Sourcery1,100+ Investments Later: Jeremy Holland On Riverside's Private Equity Deal Origination Playbook
There's no doubt that PE BD is a competitive field, but are you sure you're even playing the right sport? Jeremy Holland, Managing Partner of Origination at…
Deal Sourcery2026 Deal Sourcery Sourcery Comp Survey - Promotion Is The Lever
Are you getting paid enough? This week on Deal Sourcery, Dan and Matt break down the results of their industry wide comp survey and unpack some of the wider…
Deal SourceryWhat Do The Best In BD Have In Common? A People First Approach with MidOcean's Dan Ryan
In this episode of Deal Sourcery, we sit down with Dan Ryan, Head of Business Development at MidOcean Partners, to explore what separates elite private equity…
Deal SourceryBD Is A Contact Sport: HKW's Ted Kramer On How Relationships Give You A Competitive Edge
In this episode of Deal Sourcery, Matt Rooney and Dan Herr sit down with Ted Kramer of HKW to discuss how private equity business development has evolved from…
Deal SourceryLearning From the Big Leagues - Advice to New B.D. Professionals from H.I.G. Capital's Carlos Soto
In this episode, Matt and Dan sit down with Carlos Soto, Head of U.S. Private Equity Business Development at H.I.G. Capital. Carlos shares how he broke into PE…
Deal SourceryDeals 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…
Deal SourceryGold Medal Sourcing: 5x Olympic Gold Medalist Ryan Murphy's Journey into Deal Sourcing
Ryan Murphy has spent his career performing at the highest level. A nine-time Olympic medalist, five-time gold medalist, former U.S. team captain, and…
Deal SourceryLessons 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…
Deal SourceryWhat It Takes to Source “Elite” Founder-Owned Software Companies with Jake Colognesi
Jake Colognesi, Founding Partner at Mamba Growth, joins the Deal Sourcery Podcast to break down how sourcing sits at the center of building a new growth equity…
Deal SourceryRunning 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…
Deal SourceryThe 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…
Deal SourceryThe 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…
Deal SourceryMount 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…
Deal Sourcery700 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…
Deal SourceryHow 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…
Deal SourceryThe 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…
Deal SourceryWinning 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…
Deal SourceryThe 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?…
Deal SourceryBuilding 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…
Deal SourceryThe 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…
Deal SourceryBuilding 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…
Deal SourceryHuman-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…
Deal SourceryHow 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…
Deal SourceryThis 3x CEO's Secret Weapon For Winning Add-Ons with Bill Nunan
Bill Nunan, seasoned private equity expert with extensive experience working across multiple verticals and current CEO of Lexipol, joins the podcast today to…
Deal SourceryThe Truth About Private Equity From a Founder's Perspective with Rod Jimenez
Rod Jimenez, CEO of Sceptre Hospitality Resources (SHR), joins the podcast today to share his experience and insights on driving technological innovation in…
Deal SourceryThe Truth About Private Equity BD Compensation
In today’s episode, Matt and Dan break down compensation structures in private equity, focusing on sourcing professionals and business development (BD) teams…
Deal SourceryData Snacks: The Unlock To Engaging Private Equity Prospects with Kate Hopkins
Kate Hopkins, Founder and CEO of OneGuide, joins hosts Matt Rooney and Dan Herr here today to explore the pivotal role of portfolio operations in private…
Deal SourceryDecoding the Edtech Founder: Keys to Winning PE Deals & Building Trust with Karl Rectanus
Welcome to the Deal Sourcery podcast, where hosts Dan Herr and Matt Rooney engage in a captivating discussion with Karl Rectanus, the former CEO and Founder of…
- Deal Sourcery
Trailer
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…