Growth solutions for Investment Banks

Unlock More Deals. Faster. Globally. Now with a 1% Success-Based Introducing Fee

LakeB2B is the world leader in AI-powered data-driven outreach solutions. For investment banks seeking better deal origination, faster capital introductions, and real-time buyer/seller intent tracking, we offer an exclusive performance-based engagement model. With zero upfront costs and a 1% introducing fee only on successfully funded deals, LakeB2B becomes your growth partner—not just a vendor.

Investment Banks Double up Deals with LakeB2B

  • Managing Directors
  • Partners
  • Sector Heads
  • Deal Originators
  • Business Development Leads in Investment Banking

Goals We Help You Achieve:

  • Accelerate deal origination with AI
  • Expand global buyer and seller visibility
  • Identify high-intent acquisition signals
  • Connect with strategic, PE, and family office buyers
  • Improve mandate conversion rates

Key Challenges Solved

  • Inability to proactively identify high-intent BUYERS across sectors
  • Fragmented, cold buyer outreach that doesn’t convert
  • Limited LP, PE, and strategic investor intelligence
  • Lack of actionable insights on target firms’ expansion or acquisition intent
  • Missed mandates due to slow pipeline development

The LakeB2B DealFlow Intelligence Suite

We bring Data + AI + Outreach + Attribution under one powerful platform.

MODULE WHAT IT DOES VALUE TO INVESTMENT BANKS
ICP Buyer & Seller Finder Real-time mapping of ideal strategic buyers & sellers in 189 countries Expand deal flow and target fit
Capital Connect 152,000+ verified LPs, GPs, PE, VC & Family Offices with mapped intent signals Faster capital raising + warm intros
M&A Intent Signals Flags acquisition, divestment, and restructuring signals Win mandates before competitors
Hyper-Personalized Outreach Engine Gen AI-personalized email + LinkedIn copy for each executive 3X higher CXO response rates
Sector Intelligence Curated sector-specific high-growth company watchlists Identify hidden gems before others do
Co-Branded Events Webinar + panel formats to establish thought leadership & inbound deal flow Build warm pipeline from real prospects

Multi-Channel Campaigns: Buyside Focus

Measurable Impact for Investment Banks

METRIC BEFORE LAKEB2B AFTER LAKEB2B
Quarterly Buyside Leads 4–8 30–50
CXO Response Rate ~2% 10%+
Time to Close Buyside Mandates 6–8 months 3–4 months
Warm LP/PE Intros Rare 100+ per quarter

Use Cases Across IB Divisions

DIVISION HOW WE HELP
M&A Buy-Side Strategic buyer mapping, CXO outreach, co-branded pitch support
M&A Sell-Side Connect founders to matched buyers with verified appetite
Capital Advisory LP/GP database, intent signals, capital introductions
Sector Coverage Teams Curated lists of hot acquisition targets and buyers
Cross-Border IB Introductions to strategic buyers in other geographies

Bonus: Co-Branded Thought Leadership Event

Title: “How AI + Data is Reshaping Global M&A Dealflow”
Format: Closed-door Roundtable / Webinar
Guests: CXOs, PE Fund Partners, Strategic Corp Dev Leads
Outcome: Originate 100+ warm buy-side or sell-side conversations

Success-Based Pricing

LakeB2B charges only a 1% introducing fee when a deal is successfully funded through our connection or campaign influence.

Example: If a $20M buyout deal closes with a buyer introduced by LakeB2B, the fee is $200,000.

This model includes:

  • Nominal Retainer
  • No platform fee
  • Attribution-based reporting
  • Full transparency

Buyside Campaign Strategies

Buyside Challenge

Most Investment Banks and M&A advisors struggle to:

  • Monitor strategic buyers actively looking for acquisitions
  • Prequalify buyers based on capital capacity or intent
  • Align ideal targets based on geography, valuation size, or synergy

Buyside Solutions by LakeB2B

“Gain Access to Undervalued Targets Before Your Competitor Does”

  • Targets: Corporate M&A Heads, PE portfolio strategy leaders, Family Offices
  • Channel: Email Campaign + Warm LinkedIn Intro
  • CTA: “Get 25 curated targets in [sector] showing acquisition readiness”

“Unlock Proprietary Deal Flow Tailored to Your Investment Thesis”

  • Personalize based on sector, geography, and deal size
  • Invite-only weekly list of off-market sellers
  • Position investment bank as a privileged connector

“Exclusive Webinars: Buy-Side Briefings by Sector”

  • Invite LPs and corporate development teams
  • Showcase emerging M&A targets in Healthtech, AI, Manufacturing
  • Generate investor engagement and new mandates

“1:1 Matchmaking Program: Sellers Introduced Based on Capital Strategy”

  • Ideal for sovereign funds, PE firms, and institutional capital
  • Email sequence + webinar + deal deck access

Multi-Channel Campaigns (Buyside + Sellside)