carbonpro profile picture
carbonpro profile picture

carbonpro

Account Executive

Politicker
Valued Contributor
Opinionated
+4

Selling to M&A bankers?

Per the title, does anyone have any tips selling software to, mostly mid market, M&A focused investment banks?


Selling a CRM with main purpose of "deal sourcing."


Have to source my own pipeline so would first love any tips on best methods of outreach, messaging and who to talk to at these firms.


Thanks!

🔎 Prospecting
☁️ Software Tech
💵 Finance
8

13 comments

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RealPatrickBateman
Politicker
5
🔪Amateur Butcher🔪
Do you speak the forbidden love language of ROI?
CuriousFox
WR Officer
2
🦊
This made me belly laugh 🤣
jefe
Arsonist
3
🍁
Maybe I'm missing something, but how would a CRM help with deal sourcing?
braintank
Politicker
2
Enterprise Account Executive
Same question...
Gasty
Notable Contributor
0
War Room Community Manager
+1
GDO
Politicker
0
BDM
Like a sales CRM with help as well. The ability to segment targets, keep structured data/notes, set up reachouts and cadences,...
Samsamoon
Opinionated
1
Associate
Telephon assistance 
RealPatrickBateman
Politicker
3
🔪Amateur Butcher🔪
Helleeerrrr? How can I halp? As ur terlitt clogged? No flo$h?
Samsamoon
Opinionated
2
Associate
Hello sir sorry no understanding I helping business purchasing products using telephon
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
Go watch "The Big Short"
braintank
Politicker
0
Enterprise Account Executive
What are they using now?
GDO
Politicker
0
BDM
Hey carbon pro. I’m sourcing deals in the M&A field atm. However I do not make decisions on what software we use. (Salesforce by the way)

Happy to answer any questions
amyhyoung
Politicker
0
Vp ops
Used to work in investment banking (caveat was only an analyst), but all the deal makers were directors and above. Mainly MDs with relationships knew the clients and pitched M&A opportunities (I made many pitch books with varying M&A scenarios and potential targets), or already had the relationship and their client was looking to sell. I can’t tell you what software they used but I assume your ICP are the deal makers

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