How Stout Scopes the Middle Market with Grata

Meet Stout

Stout Capital specializes in providing mergers and acquisitions advisory, capital market financing, and other financial advisory services to closely-held private companies, portfolio companies of private equity firms, and publicly-listed corporations. Their five core sectors include 1) Business and Industrial Services, 2) Industrials, 3) Consumer, 4) Healthcare and Life Sciences, and 5) Technology.

While Stout may take on other projects, “a majority of the professionals that we have on our platform and the deals we advise on are in an M&A setting,” said Elliot Grove, Director within the Investment Banking Group.

Elliot Grove is a Director in the Investment Banking Group within the Industrials practice and focuses on Industrial Technology. 

Irune Andres is an Associate in Stout’s Chicago office. She is not sector-focused but primarily works on Industrials deals. 

Turn Over Every Rock

Stout's objective: to simplify the process of identifying prospective clients and counterparties, as well as sourcing relevant contact information. Before Grata, and alongside Grata, Stout uses several avenues to ensure they are mapping the market accurately.

1)    Stout’s internal database is their first go-to when taking on a new project

2)    Stout’s referral network of private wealth management professionals, attorneys, accountants, and other professionals in the industry

3)    Relationships that Stout bankers maintain with sponsors

4)    Running screens and searches through other databases

5)    Conference lists

But Stout was seeking a straightforward way to sort through and quickly identify company profiles by keyword searches. 

Grata helps maximize efforts during a market launch.

With Grata, the Stout investment banking team saves time. Time that is exponentially more valuable leading up to a market launch.

In the days or weeks leading up to the launch, manually sifting through search engines or databases is not the best use of an analyst’s time.

According to Andres, “Grata provides the ability to avoid searching on Google or digging through other platforms and helps analysts focus their time on deliverables that external parties and the broader market will review and analyze.”