The SUM of Our Parts

Hi there,

Happy Juneteenth to our US readers!

I have SO much to tell you today, so let's get right down to the nitty gritty.

As always, thanks for tuning in. You're simply the best. 🌟

Have a great weekend!

Rachel & The Grata Team

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Pivot THIS Table

For most financial modeling teams, getting live market data into Excel is still a royal pain.

Legacy plug-ins are clunky. Building comp sets is tedious. And the tools powering those integrations are bolt-ons to platforms that aren't even designed for how dealmakers actually work.

But now, it's time to put away childish things — because now, the Grata Excel Add-In exists. 🙌

Get live and historical public comps data directly in your spreadsheet! The add-in gives you access to:

➕ 28 metrics including market cap, EV/EBITDA, EV/revenue, share price, and more

➕ A native formula builder for precise company and metric selection

➕ Daily data updates

➕ Single-click worksheet refreshes

➕ MCP compatibility so you can use your LLM to automate complex tasks

Plus, it takes under 2 minutes to set up! Can't beat that.

Read all about the add-in here.

Ch-Ch-Ch-Changes

Agentic AI gives deal teams something genAI never could: the ability to move through a workflow instead of just answering a question.

With AI agents, dealmakers can find targets, check CRM history, compare against their thesis, and draft outreach in one fell swoop. No more stitching them together over hours and hours.

But as with all things, there is a caveat: AI agents are only as useful as the data they can reach. The firms getting real value from agentic workflows are the ones that have a strong foundation of verified private market intelligence.

Our latest guide breaks down how agentic AI works in M&A, where it adds real value, and where it falls short. Read it here.

The Chosen One

One search fund. One acquisition mandate. One platform that made it all click.

When Kunal P. launched Wickdale Capital, he needed to find one exceptional B2B business to acquire in a private market with no clear map.

"Having a large dataset that collects the information I would want on private companies and is tailored towards someone like myself seemed like a great option," Kunal said. "It was almost a no-brainer to sign up for Grata."

The result: a closed acquisition, sourced entirely through Grata.

Read the full case study here.

No One's Hangry Here

The $4T food processing industry is under pressure as labor costs rise, food safety requirements tighten, and food manufacturers have to produce more with fewer workers. As a result, they're turning to automation.

Private food processing automation companies are growing at 18.7% per year — faster than any other segment in the food processing industry.

We break down what private market dealmakers need to know in our Sector Spotlight. Check it out here.

What's Cooler Than Being Cool?

Ice cold.

A leading cold chain packaging solutions provider is currently chilling in the Grata Deal Network. This company serves clients in the pharmacy and life sciences spaces across North America.

Its end-to-end solution includes product design, manufacturing, and in-house ISTA-certified testing capabilities. For its efforts, the biz pulls in around $31M in revenue. It's working with a $6M EBITDA and a 19% margin.

Interested? Get started with the Grata Deal Network here.

Already a Grata user? Check out this deal directly in the GDN here.

Are you an advisor looking for the best buyer for your client? Fill out this form to get started.

Summer Reading List

The Grata Scholars program is officially on summer vacation! But if you're an undergraduate student interested in M&A, don't worry — we'll be back again in the fall. Keep track of program information and deadlines here.

By the way, if you're a Grata client and you're interested in hiring a bonafide Scholar grad, you can do that any time! Just fill out this form and we'll hook you up.

Famous Last Words

I call this one "The =SUM(of Our Parts)". Reminder to check out our new Excel Add-In to make your life easier.