Case Studies

Ridgefield Partners, a middle-market M&A firm specializing in sell-side engagements for companies in the $1–25M EBITDA range, turned to Grata to scale a sourcing process that manual tools couldn't sustain. By automating company discovery and contact enrichment through Grata's MCP, Ridgefield grew its contact database from 4,000 to over 127,000 in a matter of months, making data quality and automated sourcing the foundation of its expansion into new sectors like healthcare.

Sancovia Corporate Finance, a pan-European M&A boutique specializing in buy-and-build services for private equity firms and their portfolio companies, turned to Grata to build proprietary deal flow at scale across multiple geographies. By replacing weeks-long list-building with AI-powered search and continuous market monitoring, Sancovia has cut its target list creation from three weeks to as little as 30 minutes, sourcing 95% of over 600 new company targets directly through Grata.

TAE Europa, a boutique M&A firm based in Barcelona specializing in agri-food transactions across Europe, turned to Valu8 by Grata to modernize a deal process built on fragmented data sources. By replacing manual research across SABI, Google, LinkedIn, and press coverage with Valu8's Similarity Search and ownership data, Managing Partner Alvaro Raventos Rodenas and his team cut buyer list-building time by 75% and slashed corporate group verification from 30 minutes to just 2 — freeing analysts to focus on closing deals rather than chasing data.

Wickdale Capital, a traditional search fund focused on acquiring one exceptional B2B business for the long term, turned to Grata to cut through an opaque private market. By replacing manual research with targeted, data-driven outreach, founder Kunal Pasrija identified, approached, and closed the right acquisition — finding his deal not through volume, but through precision.

Equiteq, a global investment bank specializing in sell-side M&A for consulting and technology services firms, turned to Grata to compete on precision in one of finance's most fragmented markets. By replacing broad outreach with tightly targeted campaigns across seven offices on four continents, Equiteq has made data quality and global coverage the foundation of its growth strategy.

Artemis Origination, a global buy-side M&A advisory firm, turned to Grata to solve one of dealmaking's toughest challenges: achieving deep coverage in fragmented markets where the best targets are hardest to find.

For more than 30 years, The JIAN Group has built its reputation on trust, precision, and successful deal execution in the building materials industry. By adopting Grata, the firm strengthened its sourcing and outreach workflows with accurate, confidential data and responsive support.

For years, food tech company Odeko relied heavily on personal connections and word of mouth for sourcing new deals. When the team needed to level-up, they turned to Grata. Here's how Grata drove more efficient sourcing — and real results.

B. Woods & Company is a boutique buy-side origination firm that executes highly specific acquisition mandates for institutional capital managers. Founder Will Woods explains how Grata became the firm’s starting point for top-of-funnel research, enabling greater precision, faster mandate execution, and more meaningful founder and investor conversations.