Rephonic
Artwork for Deal Sourcery
Private Equity
Deal Sourcing
Artificial Intelligence
Bankers
VRA Partners
Mergers and Acquisitions
HIG Capital
Olympic Games
Audax (audax Group)
Monomoy Capital
Deal Sourcery
AI In Business Development
Relationship-Based Origination
Compass Group Equity Partners
AI In Deal Sourcing
Mamba Growth Equity
Intermediary Channel Partners
Branding In Private Equity
Offdeal
Deal Flow

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 strategie... more

PublishesMonthlyEpisodes25Founded2 years ago
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InvestingManagementBusiness

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Artwork for Deal Sourcery

Latest Episodes

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 cultiva... more

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 tha... more

YouTube

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... more

YouTube

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 ... more

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Recent Guests

Carlos Soto
Head of Business Development at HIG Capital
HIG Capital
Episode: Learning From the Big Leagues - Advice to New B.D. Professionals from H.I.G. Capital's Carlos Soto
Chris Reilly
Managing Director at VRA Partners, leads in-house origination practice
VRA Partners
Episode: Deals Still Run On Relationships: VRA Partner's Chris Reilly On Why The Best Buyers Build Trust First
Ryan Murphy
Nine-time Olympic medalist, former US team captain, world record holder in backstroke; now deal sourcing associate at Norwest Venture Partners
Norwest Venture Partners
Episode: Gold Medal Sourcing: 5x Olympic Gold Medalist’s Journey into Deal Sourcing
Glenn Oken
Co-founder and managing director of Mangrove Equity Partners
Mangrove Equity Partners
Episode: Lessons From Three Decades of Deal Sourcing with Glenn Oken
Jake Colognesi
Founding partner at Mamba Growth Equity
Mamba Growth Equity
Episode: What It Takes to Source “Elite” Founder-Owned Software Companies with Jake Colognesi
Mike Alberts
Principal and Head of Business Development at Cohere Capital
Cohere Capital
Episode: Running Towards Deals - Mike Alberts on the M&A Fitness Club and Why BD is the Best Job in PE
Renn Iaboni
Head of Origination at Monomoy Capital
Monomoy Capital
Episode: The Final Frontier of Deal Sourcing - How Metrics, Systems and AI Will Shape the Future of Business Development with Renn Iaboni
John Camp
Pioneer of private equity business development
Jordan Company / Lincolnshire / Arbor Investments
Episode: The First BD Guy & the AI Native Future - Deal Sourcery Live from M&A SoCal
Ori Eldarov
Co-founder and CEO of OffDeal
OffDeal
Episode: The First BD Guy & the AI Native Future - Deal Sourcery Live from M&A SoCal

Hosts

Dan Herr
Host of Deal Sourcery
Matt Rooney
Co-host and PE business development expert

Reviews

5.0 out of 5 stars from 17 ratings
  • Career booster

    Deal Sorcery is one of the sharpest, most practical podcasts out there for anyone involved in M&A, investing, or running a business with an eye toward exit. As an avid listener, I appreciate how it skips the fluff (not talking PB & Fluff**!) and dives straight into real stories, tough lessons, and tactical insights. The hosts are entertaining, and clearly know the game. It’s become a go-to in my rotation. Every episode has at least one takeaway I can actually use.

    Apple Podcasts
    5
    ChuckB9989
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Hosts are entertaining and clearly know the game; episodes deliver actionable takeaways.
A go-to show for deal origination, with strong emphasis on BD tactics and relationship-building.
Deal Sorcery is sharp and practical for M&A, investing, or running a business with an exit mindset.
Skips fluff and focuses on real stories, tough lessons, and tactical insights.

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Talking Points

Recent interactions between the hosts and their guests.

Running Towards Deals - Mike Alberts on the M&A Fitness Club and Why BD is the Best Job in PE
Q: How is Cohere's BD function structured and scaled from inception?
He started by learning from others, then built repeatable systems for outreach, emphasized servicing intermediaries, and created in-person and off-cycle touchpoints to maintain a long-tail pipeline, while focusing on quality over sheer volume.
Running Towards Deals - Mike Alberts on the M&A Fitness Club and Why BD is the Best Job in PE
Q: What makes business development in private equity the best job for you?
BD allows him to learn about businesses, shape strategy, and build meaningful relationships; it's a role where one can have a tangible impact on deal flow and portfolio value, especially when supported by a strong team.
Running Towards Deals - Mike Alberts on the M&A Fitness Club and Why BD is the Best Job in PE
Q: How did you break into investment banking and what drew you to M&A?
Mike describes a non-traditional path, using internships and brute-force networking to land an IB offer, then discovering that M&A offered a front-row seat to entrepreneurs and their growth stories.
Deals Still Run On Relationships: VRA Partner's Chris Reilly On Why The Best Buyers Build Trust First
Q: What makes a referral source relationship durable over years?
Durable relationships are built with time, ongoing education, and a genuine willingness to help each other; maintaining personal connections, sharing market insights, and delivering value consistently turns COIs into repeat sources of high-quality opportunities.
Deals Still Run On Relationships: VRA Partner's Chris Reilly On Why The Best Buyers Build Trust First
Q: How do you determine which boutique banks or PE firms to engage?
We prioritize sector-focused banks with proven deal volumes and track records, and we look for partners who can contribute meaningful value beyond a teaser; relationships built on trust and demonstrated capability tend to win over cold outreach.

Audience Metrics

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Frequently Asked Questions About Deal Sourcery

What is Deal Sourcery about and what kind of topics does it cover?

Deal Sourcery focuses on deal origination and sourcing strategies for private equity, frequently exploring high-signal tactics for building scalable BD functions, relationships with bankers and intermediaries, and the role of data and AI in sourcing. Episodes often feature senior BD leaders, PE professionals, investment bankers, and sometimes athletes-turned-investors or AI-focused founders, offering practical playbooks, real-world anecdotes, and frameworks (like thesis-driven sourcing and channel partnerships) that listeners can adapt at their firms. A notable throughline is balancing human relationship-building with technology and process to create durable deal flow, making it helpful for practitioners aiming to improve sourcing reach, ef... more

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Which podcasts are similar to Deal Sourcery?

These podcasts share a similar audience with Deal Sourcery:

1. All-In with Chamath, Jason, Sacks & Friedberg
2. Wall Street Breakfast

How many episodes of Deal Sourcery are there?

Deal Sourcery launched 2 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Deal Sourcery?

Recent guests on Deal Sourcery include:

1. Carlos Soto
2. Chris Reilly
3. Ryan Murphy
4. Glenn Oken
5. Jake Colognesi
6. Mike Alberts
7. Renn Iaboni
8. John Camp

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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