Piper Sandler Healthcare Deal-Flow Trigger
New MD Toby AuWerter joins Piper Sandler’s Merchant Banking group. Healthcare deal flow is set to surge. Pitch pipeline software & CRM to hit your quota.
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🚀 Battle Card: Piper Sandler Companies
Quick trigger: Addition of Toby AuWerter to Merchant Banking Group (Aug 14, 2025)
Heads-up: this Piper Sandler Companies sales trigger signals ramped healthcare deal-making capacity.
👤 Decision Maker in the News
- Toby AuWerter, Managing Director, Merchant Banking Group · 🔗 LinkedIn
💡 Why It Matters
- Brings specialized healthcare deal origination expertise just as the team closes PSMB Fund III and gears up for Fund IV. → Source
🎯 Core Pain Point
- Need to scale deal flow in growth-stage healthcare
- Pressure to finalize PSMB Fund III investments and prepare Fund IV fundraising
💰 What to Pitch
- Primary: Deal pipeline management software → Centralizes healthcare opportunity tracking
- Expansion: LP reporting & CRM solution → Streamlines Fund IV communications and compliance
🗺️ Quick Context
- HQ: Minneapolis, MN
- Employees: ≈ 1,500
- Rev: ≈ $1.5 B
- Website: pipersandler.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Piper Sandler Companies’s business.
- DealCloud — Deal management CRM
- Unique edge: Built-in analytics for PE/VC pipelines
- Evaluated by MDs for custom workflow automation
- Ipreo — Investor relations platform
- Unique edge: Deep LP network & fundraising tools
- Evaluated by Fundraising Heads for LP outreach
- eFront — Alternative investment management
- Unique edge: Portfolio monitoring & NAV calculations
- Evaluated by Finance for fund accounting integration
- PitchBook — Private market data & research
- Unique edge: Comprehensive healthcare company database
- Evaluated by Origination team for deal sourcing
- Intralinks — Secure deal-room software
- Unique edge: Enterprise-grade security & compliance
- Evaluated by Legal & IT for M&A due diligence
✅ Do-Now Checklist
Activate this Piper Sandler Companies sales trigger in your CRM to set reminders and tasks
Draft email + DM using the Copy-My-Prompt block (Step 7) targeting merchant banking pain points
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑❑
PROOF_METRIC = ❑❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Toby
COMPANY = Piper Sandler Companies
DEPT = Merchant Banking Group
SIZE = ≈ TBD
BOTTLENECK = Need to scale deal flow in growth-stage healthcare
EVENT = Addition of Toby AuWerter to Merchant Banking Group
DETAIL = Expansion of the group with the addition of Toby AuWerter
PAIN = Pressure to finalize PSMB Fund III investments and prepare Fund IV fundraising
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250814294909&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 1,500
REV_EST = ≈ $1.5 B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person Merchant Banking Group
Toby—noticed your Merchant Banking Group team is ≈ TBD.
That’s when Need to scale deal flow in growth-stage healthcare slows growth.
We helped ≈ TBD fix this with ❑❑.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Expansion of the group with the addition of Toby AuWerter — Pressure to finalize PSMB Fund III investments and prepare Fund IV fundraising.
❑❑. ❑❑.
Quick chat?