Best Dan Herr And Matt Rooney Podcasts (2025)

1
700 Conversations. 13 Touches. 1 Thesis Scorecard. Here’s the Compass Method with Jonathan Babcock 32:03

6d ago32:03

32:03

Are you making cold calls but just not locking in enough deals? Compass Equity Group's Jonathan Babcock joins the show to explain how playing the long-game and developing a firm-wide culture of thesis lead business development has helped them win. Jonathan walks us through the Compass Method's 13-touchpoint outreach strategy and how it leads to dee…

1
How to Crush Your First 90 Days in Business Development (Private Equity Edition) 37:14

2M ago37:14

37:14

If you’re getting started at a private equity firm in business development, this one's for you. Inspired by Dan’s viral LinkedIn post, you’ll get tried-and-true steps for crushing your first 90-days on the job: how to build your banker pipeline, optimize your time on the road and actually measure your success. Whether you’re the first sourcing hire…

1
The Marketing Playbook For Private Equity in 2025 with Joanne Verkuilen 55:25

3M ago55:25

55:25

Is your Private Equity firm invisible? You might be missing 80% of the deals you should see. Today, discover why traditional PE outreach isn't enough and how strategic marketing is now essential for competitive deal flow as Joanne Verkuilen, Founder and Managing Partner at MiddleM Creative, reveals the playbook. Private equity faces intense competi…

1
Winning Before the CIM: If You’re Waiting for the Book, You’ve Already Lost 55:48

3M ago55:48

55:48

How do top PE firms consistently win deals before they even hit the market? Today’s episode of Deal Sourcery pulls back the curtain with Justin Smith, Managing Director of Business Development at Agellus Capital. Justin reveals the playbook behind one of the most sophisticated intermediary-first sourcing functions in the middle market. Matt and Dan…

1
The Ultimate Guide to Deal Sourcing Compensation – Part 2 42:42

4M ago42:42

42:42

Is your compensation in line with your peers in private equity business development? Are you unsure of what the market standard is for base, bonus, and carry? Today we break down the highly anticipated 2024 Business Development Compensation Survey, offering crucial insights into current compensation trends, bonus structures, and the factors that tr…

1
Building the Goldman Sachs for Small Businesses with Ori Eldarov 56:24

5M ago56:24

56:24

Frustrated that your company hasn't gotten noticed by the buyers that should be approaching you? Every business owner is being told to sell, but what happens when you have limited options, no network and no time? Now, get ready for your business to be on the global stage. OffDeal's Founder and CEO, Ori Eldarov, unveils a revolutionary approach to s…

1
The Future is (Almost) Here: AI in Private Equity Deal Sourcing 51:49

5M ago51:49

51:49

Is your inbox flooded with generic PE outreach? Learn how to cut through the noise and connect with the right investors, as Raj Singh, AI founder and investor of Go Moment, Revinate and PEF Community fame, reveals his insider secrets to navigating the PE landscape and building authentic relationships that drive deals. Raj shares his firsthand exper…

1
Building a Culture-First Organization: Lessons from Campminder's 23-Year Journey with Dan Konigsberg 1:01:41

6M ago1:01:41

1:01:41

Discover the story of how Campminder's CEO, Dan Konigsberg, built a wildly successful, values-driven company culture, attracting both top talent and ideal investors. Learn how to move beyond generic outreach and create a magnetic force that draws the right partners to you. Dan shares his journey, revealing the crucial role of authentic core values …

1
Human-to-Human Deal Sourcing: Winning in the Future of Private Equity with Lane Rankin 58:19

7M ago58:19

58:19

Lane Rankin, Founder of Illuminate Education, joins us to share his incredible journey from educator to EdTech entrepreneur. Along the way, he reveals the secrets to engaging founders, the importance of genuine human connection in private equity, and his vision for a more supportive future for the industry. If you’ve ever found yourself becoming fr…

1
How to Generate Predictable, Repeatable and Scalable Deal Flow 54:02

8M ago54:02

54:02

In this episode of Deal Sourcery, Matt and Dan explore one of the biggest challenges faced by private equity firms: creating a predictable, repeatable, and scalable deal sourcing strategy. Together, they dive deep into the cyclical nature of deal flow and discuss actionable solutions for firms to establish more consistent deal pipelines. The conver…

1
This 3x CEO's Secret Weapon For Winning Add-Ons with Bill Nunan 56:35

8M ago56:35

56:35

Bill Nunan, seasoned private equity expert with extensive experience working across multiple verticals and current CEO of Lexipol, joins the podcast today to share his deep knowledge of the private equity world. Along the way, he offers a clear explanation of what it means to be a private equity operator, the evolution of best practices, and how th…

1
The Truth About Private Equity From a Founder's Perspective with Rod Jimenez 1:00:24

9M ago1:00:24

1:00:24

Rod Jimenez, CEO of Sceptre Hospitality Resources (SHR), joins the podcast today to share his experience and insights on driving technological innovation in the hospitality industry. He reviews some of SHR’s history as well as its recent strategic partnership with Access Group and Guestline, highlighting how their AI-powered solutions and automatio…

1
The Truth About Private Equity BD Compensation 1:09:25

9M ago1:09:25

1:09:25

In today’s episode, Matt and Dan break down compensation structures in private equity, focusing on sourcing professionals and business development (BD) teams. They emphasize aligning base, bonus, and carry structures to drive scalable capital deployment and discuss how discretionary bonuses and performance-based incentives ensure long-term success.…

1
Data Snacks: The Unlock To Engaging Private Equity Prospects with Kate Hopkins 47:18

10M ago47:18

47:18

Kate Hopkins, Founder and CEO of OneGuide, joins hosts Matt Rooney and Dan Herr here today to explore the pivotal role of portfolio operations in private equity. Kate shares valuable insights into how portfolio ops teams not only enhance value for portfolio companies but also generate new deal flow and sourcing opportunities. By leveraging network …

1
Decoding the Edtech Founder: Keys to Winning PE Deals & Building Trust with Karl Rectanus 1:00:30

10M ago1:00:30

1:00:30

Welcome to the Deal Sourcery podcast, where hosts Dan Herr and Matt Rooney engage in a captivating discussion with Karl Rectanus, the former CEO and Founder of LearnPlatform. Founded in 2014, LearnPlatform is an edtech company dedicated to creating meaningful impact through data-driven decision-making. The company quickly gained traction, particula…

1
Trailer 1:11

10M ago1:11

1:11

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 tren…

Podcasts Worth a Listen

Dan Herr And Matt Rooney Podcasts

Podcasts Worth a Listen

1
Deal Sourcery

Dan Herr and Matt Rooney

1
700 Conversations. 13 Touches. 1 Thesis Scorecard. Here’s the Compass Method with Jonathan Babcock 32:03

1
How to Crush Your First 90 Days in Business Development (Private Equity Edition) 37:14

1
The Marketing Playbook For Private Equity in 2025 with Joanne Verkuilen 55:25

1
Winning Before the CIM: If You’re Waiting for the Book, You’ve Already Lost 55:48

1
The Ultimate Guide to Deal Sourcing Compensation – Part 2 42:42

1
Building the Goldman Sachs for Small Businesses with Ori Eldarov 56:24

1
The Future is (Almost) Here: AI in Private Equity Deal Sourcing 51:49

1
Building a Culture-First Organization: Lessons from Campminder's 23-Year Journey with Dan Konigsberg 1:01:41

1
Human-to-Human Deal Sourcing: Winning in the Future of Private Equity with Lane Rankin 58:19

1
How to Generate Predictable, Repeatable and Scalable Deal Flow 54:02

1
This 3x CEO's Secret Weapon For Winning Add-Ons with Bill Nunan 56:35

1
The Truth About Private Equity From a Founder's Perspective with Rod Jimenez 1:00:24

1
The Truth About Private Equity BD Compensation 1:09:25

1
Data Snacks: The Unlock To Engaging Private Equity Prospects with Kate Hopkins 47:18

1
Decoding the Edtech Founder: Keys to Winning PE Deals & Building Trust with Karl Rectanus 1:00:30

1
Trailer 1:11

Quick Reference Guide