NiklasJames.com

Schmooze the sell-side banker

How to schmooze the sell-side banker:

(Cue: bankers want maximum commission with the highest possible certainty of close.)

• Articulate differentiation that the banker can easily explain to the seller.
• Show interest through frequent touchpoints (near daily).
• Share highlights regarding capital access.
• Seek iterative feedback on structures & offers.
• Name-drop add-on acquisition targets.
• Invite the banker to help with buy-side advisory post-closing.
• Show constant motion (start QoE & legal, do site visits, etc.).
• Bring senior advisors and large investors into the dialogue.
• Be intense (in a positive way). Hustle is infectious.

About the author

Hi, Niklas here 🙂📝

This is my journey as an independent sponsor & equity investor.

I publish tactical insights for deal-by-deal private equity.

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