The Secret to Winning Banked Deals 🤐

Hi there,

Spring is coming, I just KNOW it!

Rachel & The Grata Team

Good Boy

The insurance industry looks poised to have a big year for M&A activity, and the pet insurance sector could be particularly hot. Pet insurance companies are growing faster than their peers in other sectors, with over 8,000 privately owned companies ripe for acquisition. We break down all of the details here.

Myth: Busted

"Proprietary sourcing?? ME?? The deals I work are too big." That's a classic myth. When a big, prominent company goes up for sale, hiring bankers doesn't guarantee you make it onto the list. The real secret: Relationships win deals. We break down how to build them at scale here.

Shut Up and Drive

Across the Americas, APAC, and EMEA, 2025 showed that dealmaking is being shaped by policy direction, capital discipline, and the search for scale. Learn more in Datasite's latest Deal Drivers FY 2025 report here.

Swamp Thang

A commercial HVAC business is currently for sale in the Grata Deal Network, based in Central Florida, in business for 24 years.

It pulls in around $8.6M in revenue, 100% of which is generated by new construction and retrofits. The company is working with a $1.2M EBITDA and its expected valuation is $5.5M.

Spring Fever

The spring Grata Scholars semester will be kicking off next month!

Famous Last Words

I call this one, "The Secret."