Private Equity Deal Sourcing Survey 2023

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* 3. What percentage of your time do you spend on the following activities? (make sure percentages add to 100)

Deal sourcing

Deal execution

Portfolio support

Fundraising

Internal operations

Other

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* 4. What is the name of your firm?

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* 5. Please provide your email address so we can send you the results of the survey:

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* 6. What kind of firm do you work for?

Buyout firm

Venture capital firm

Growth equity firm

Real estate firm

Infrastructure firm

Turnaround/distressed debt firm

Independent sponsor

Lender

Money manager (ie fund of funds)

Institutional investor

Family office

Corporation

Other (please specify)

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* 7. What investment strategies does your firm pursue? Pick all that apply.

Buyouts

Minority investments

Growth equity

Venture capital

Senior loans

Subordinated loans

Turnarounds/distressed debt

Real estate

Infrastructure

Secondaries

Co-investments

Other (please specify)

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* 8. What is the size of your latest closed fund in U.S. millions?

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* 9. What is the vintage year of that fund?

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* 10. What is your firm's AUM in U.S. millions?

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* 11. How many people at your firm are dedicated full-time to deal origination? If none, enter "0".

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* 12. If you have more than one full-time deal origination professional, how do you divide up work?

By geography

By industry

Other (please specify)

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* 13. How important are each of the following activities to your deal sourcing efforts? (scale of 1-5 with 5 most important)

	1	2	3	4	5
Emailing, calling, meeting with business owners	Emailing, calling, meeting with business owners 1	Emailing, calling, meeting with business owners 2	Emailing, calling, meeting with business owners 3	Emailing, calling, meeting with business owners 4	Emailing, calling, meeting with business owners 5
Emailing, calling, meeting with deal intermediaries	Emailing, calling, meeting with deal intermediaries 1	Emailing, calling, meeting with deal intermediaries 2	Emailing, calling, meeting with deal intermediaries 3	Emailing, calling, meeting with deal intermediaries 4	Emailing, calling, meeting with deal intermediaries 5
CRM/deal sourcing platform	CRM/deal sourcing platform 1	CRM/deal sourcing platform 2	CRM/deal sourcing platform 3	CRM/deal sourcing platform 4	CRM/deal sourcing platform 5
Attending conferences	Attending conferences 1	Attending conferences 2	Attending conferences 3	Attending conferences 4	Attending conferences 5
Writing white papers/blogs	Writing white papers/blogs 1	Writing white papers/blogs 2	Writing white papers/blogs 3	Writing white papers/blogs 4	Writing white papers/blogs 5
Creating podcasts/videos	Creating podcasts/videos 1	Creating podcasts/videos 2	Creating podcasts/videos 3	Creating podcasts/videos 4	Creating podcasts/videos 5
Social media	Social media 1	Social media 2	Social media 3	Social media 4	Social media 5

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* 14. What CRM/deal sourcing tools do you use? Pick all that apply.

Affinity

Altvia

Cyndx

Grata

DealCloud

Intralinks

Microsoft Dynamics

Microsoft Excel

Navatar

Salesforce.com

SAP

Sutton Place Strategies

SourceScrub

Zapflow

Other (please specify)

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* 15. Rate how valuable the following sources of deal flow are to your firm (1-5, with 5 being most valuable)

	1	2	3	4	5
Accountants	Accountants 1	Accountants 2	Accountants 3	Accountants 4	Accountants 5
Attorneys	Attorneys 1	Attorneys 2	Attorneys 3	Attorneys 4	Attorneys 5
Buyside intermediaries	Buyside intermediaries 1	Buyside intermediaries 2	Buyside intermediaries 3	Buyside intermediaries 4	Buyside intermediaries 5
Company owners	Company owners 1	Company owners 2	Company owners 3	Company owners 4	Company owners 5
Corporations	Corporations 1	Corporations 2	Corporations 3	Corporations 4	Corporations 5
Independent sponsors	Independent sponsors 1	Independent sponsors 2	Independent sponsors 3	Independent sponsors 4	Independent sponsors 5
Fund sponsors	Fund sponsors 1	Fund sponsors 2	Fund sponsors 3	Fund sponsors 4	Fund sponsors 5
Sell-side intermediaries	Sell-side intermediaries 1	Sell-side intermediaries 2	Sell-side intermediaries 3	Sell-side intermediaries 4	Sell-side intermediaries 5
SPACs	SPACs 1	SPACs 2	SPACs 3	SPACs 4	SPACs 5

Other (please specify)

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* 16. What percentage of your consummated deals falls in the following three categories? Make sure percents add to 100%

Broad-based auctions

Limited auctions

Proprietary deals

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* 17. How many deals/teasers do you log in during a typical year?

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* 18. How many offering memoranda does your firm review in a typical year?

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* 19. How many LOIs does your firm submit in a typical year?

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* 20. How many platform companies did your firm buy last year?

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* 21. How many platform acquisitions do you anticipate making this year?

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* 22. How many add-on acquisitions did your firm make last year?

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* 23. How many add-on acquisitions to you anticipate making this year?

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* 24. During a typical (non-pandemic) year, what percentage of the time do you spend on the road?

100

Clear

i We adjusted the number you entered based on the slider’s scale.

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* 25. How many conferences do you attend in a typical (non-pandemic) year?

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* 26. What conferences have you attended in the last three years? Check all that apply.

BlackmoreConnects

Industrial Exchange (IndEx)

ACG Intergrowth

Local ACG events

Local XPX events

Opus Connect

Regional PartnerConnect events

SuperReturn

Northstar PE Heavy Hitters

Other (please specify)

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* 27. What associations are you an active member in? Pick all that apply.

ACG

American Bankruptcy Institute

American Investment Council

Institutional Limited Partners Association

National Association of Investment Companies

SBIA

Turnaround Management Association

XPX

Other (please specify)

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* 28. Do you participate in any unofficial networking groups? If yes, please provide details.

Yes

Private Equity Deal Sourcing Survey 2023

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* 1. What is your full name?

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* 2. What is your title?

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* 3. What percentage of your time do you spend on the following activities? (make sure percentages add to 100)

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* 4. What is the name of your firm?

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* 5. Please provide your email address so we can send you the results of the survey:

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* 6. What kind of firm do you work for?

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* 7. What investment strategies does your firm pursue? Pick all that apply.

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* 8. What is the size of your latest closed fund in U.S. millions?

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* 9. What is the vintage year of that fund?

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* 10. What is your firm's AUM in U.S. millions?

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* 11. How many people at your firm are dedicated full-time to deal origination? If none, enter "0".

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* 12. If you have more than one full-time deal origination professional, how do you divide up work?

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* 13. How important are each of the following activities to your deal sourcing efforts? (scale of 1-5 with 5 most important)

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* 14. What CRM/deal sourcing tools do you use? Pick all that apply.

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* 15. Rate how valuable the following sources of deal flow are to your firm (1-5, with 5 being most valuable)

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* 16. What percentage of your consummated deals falls in the following three categories? Make sure percents add to 100%

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* 17. How many deals/teasers do you log in during a typical year?

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* 18. How many offering memoranda does your firm review in a typical year?

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* 19. How many LOIs does your firm submit in a typical year?

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* 20. How many platform companies did your firm buy last year?

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* 21. How many platform acquisitions do you anticipate making this year?

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* 22. How many add-on acquisitions did your firm make last year?

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* 23. How many add-on acquisitions to you anticipate making this year?

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* 24. During a typical (non-pandemic) year, what percentage of the time do you spend on the road?

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* 25. How many conferences do you attend in a typical (non-pandemic) year?

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* 26. What conferences have you attended in the last three years? Check all that apply.

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* 27. What associations are you an active member in? Pick all that apply.

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* 28. Do you participate in any unofficial networking groups? If yes, please provide details.

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* 29. If you answered yes, please provide details

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* 30. What's the biggest change to you deal sourcing process you've made in response to this year's M&A slowdown?