Deal Sourcery
Deal Sourcery
Dan Herr and Matt Rooney
Learning From the Big Leagues - Advice to New B.D. Professionals from H.I.G. Capital's Carlos Soto
1 hour 9 minutes Posted Apr 9, 2026 at 10:30 am.
Intro + What Makes a Great BD Professional
From Cold Calls to Private Equity - Carlos' Origin Story
How Deal Sourcing Has Evolved
Building a Scaled BD Organization
BD as a Force Multiplier
Reinventing BD from the Inside
Hiring, Talent and the Future of BD
Running a High-Performance BD Team
How to Win with Bankers
Long-Term Success in BD
The Network of BD Leaders
What Carlos Looks For In A New BD Hire
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Show notes

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 cultivate as they begin their careers, and how to use KPIs and other metrics to ensure you’re spending your time wisely. He also breaks down the advice and wisdom he’s received from some BD legends, and exactly what you need to do to make sure your relationships with bankers help get you deals.

Learn more: Coastal Partners — coastalpartners.co | Tahoe Equity — tahoeequity.com