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Explore insights, playbooks, and how‑to guides for smarter dealmaking.

The PE Playbook: Auto Repair
Consumer

The PE Playbook: Auto Repair

Discover the trends that private market dealmakers need to know about the auto repair industry, including how the space is fragmented, which segments are seeing the most growth, and where acquisitions are happening in the space.
Meet Ana: The AI Analyst Here To Help You Master Desktop Diligence
Diligence

Meet Ana: The AI Analyst Here To Help You Master Desktop Diligence

Meet Ana, Grata’s AI analyst built for private markets. Streamline diligence, improve sourcing, and accelerate screening with generative AI.
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PRODUCT UPDATES
The PE Playbook: Auto Repair
Consumer

The PE Playbook: Auto Repair

Discover the trends that private market dealmakers need to know about the auto repair industry, including how the space is fragmented, which segments are seeing the most growth, and where acquisitions are happening in the space.
Sector Spotlight: Composting
Industrials

Sector Spotlight: Composting

Discover the trends that private market dealmakers need to know about investing in the composting sector, from growth trends to fragmentation to top companies in the space.
The PE Playbook: Beauty & Aesthetics
Consumer

The PE Playbook: Beauty & Aesthetics

Explore the latest M&A trends in the beauty and aesthetics space, from revenue growth markets to recent fragmentation and acquisitions.
The PE Playbook: HVAC
Industrials

The PE Playbook: HVAC

Discover the HVAC industry trends that private equity investors need to know, including M&A activity, fragmentation, and VC deals.
The PE Playbook: HVAC
Industrials

The PE Playbook: HVAC

Discover the top HVAC trends for middle market dealmakers - fragmentation, consolidation, growth areas, and recent acquisitions shaping the sector.
The PE Playbook: Pet Care
Consumer

The PE Playbook: Pet Care

Discover the top middle market trends in the pet care industry, including roll-ups, fragmentation, deal data, and more.
The PE Playbook: Pet Care
Consumer

The PE Playbook: Pet Care

Discover key M&A trends in pet care - from high-growth segments and industry fragmentation to emerging geographic markets and acquisition activity.
The PE Playbook: Landscaping & Property Maintenance
Industrials

The PE Playbook: Landscaping & Property Maintenance

Discover the need-to-know investment trends for private middle market dealmakers looking to make moves in the landscaping and property maintenance industry.
The PE Playbook: Cannabis Infrastructure
Consumer

The PE Playbook: Cannabis Infrastructure

Learn what’s shaping cannabis infrastructure investments, from fragmentation to recent M&A and new targets worth tracking.
The PE Playbook: Construction
Industrials

The PE Playbook: Construction

Discover key trends in construction for middle market dealmakers, including growth sectors, fragmentation, and recent acquisitions.
Sector Spotlight: Cannabis Cultivation
Industrials

Sector Spotlight: Cannabis Cultivation

Cannabis cultivation is expected to be a $1.8T market by 2030. Discover all of the trends that private market dealmakers need to know to capitalize on opportunities in the space.
The PE Playbook: Space Tech
Industrials

The PE Playbook: Space Tech

Explore investment trends in space tech - VC rounds, M&A, fragmentation, and key growth areas every dealmaker should know.
Sector Spotlight: Collision & Body Services
Consumer

Sector Spotlight: Collision & Body Services

Collision & body is the fastest-growing segment in the auto repair industry. Discover all of the top trends that private market dealmakers need to know about the market in this report.
The PE Playbook: Waste Management
Industrials

The PE Playbook: Waste Management

Discover the top waste management industry trends that private market dealmakers need to know, including how the industry is fragmented, which segments are seeing the most growth, and where acquisitions are happening in the space.
Review Data Insights: The Top 10 Christmas Tree Farms in the US
Industrials

Review Data Insights: The Top 10 Christmas Tree Farms in the US

Discover the best-reviewed Christmas tree farms in the US - and how dealmakers use review data to estimate private business revenue.
Review Data Insights: The Top 10 Toy Stores in the US
Consumer

Review Data Insights: The Top 10 Toy Stores in the US

These 10 top-rated toy stores in the US reveal how customer review data helps estimate revenue for private company targets.
Learning Hub
M&A Deal Sourcing and Origination: Advanced Strategies and Tactics
Sourcing
Pipeline

M&A Deal Sourcing and Origination: Advanced Strategies and Tactics

Explore modern M&A deal sourcing and origination strategies. Learn how Grata helps firms discover, qualify, and connect with the right opportunities.
How to Craft a Compelling Pitch for M&A
Buy-Side

How to Craft a Compelling Pitch for M&A

Find key tips and best practices for building a strong M&A pitch, from structuring your deck to presenting the narrative.
Meet Ana: The AI Analyst Here To Help You Master Desktop Diligence
Diligence

Meet Ana: The AI Analyst Here To Help You Master Desktop Diligence

Meet Ana, Grata’s AI analyst built for private markets. Streamline diligence, improve sourcing, and accelerate screening with generative AI.
Comprehensive Due Diligence Checklist for 2025
Diligence

Comprehensive Due Diligence Checklist for 2025

The M&A due diligence process is complicated. Here are the questions you need to ask during each phase and the documents you'll need to review.
What is Capital Structure?
Financial Services
Diligence

What is Capital Structure?

Capital structure is the method by which a company finances its assets and operations by using different sources of funds such as equity, debt, or hybrids.
Mastering M&A Due Diligence: A Comprehensive Guide
Diligence

Mastering M&A Due Diligence: A Comprehensive Guide

Master M&A due diligence with best practices, steps, and tools that lead to more successful deals. A must-read for any serious investor.
The Private Equity Due Diligence Process (And Checklist)
Diligence

The Private Equity Due Diligence Process (And Checklist)

Explore the essentials of private equity due diligence, including a detailed checklist to guide investment decisions.
What Is M&A Deal Flow? How to Build & Optimize Your Pipeline
Pipeline
Sourcing

What Is M&A Deal Flow? How to Build & Optimize Your Pipeline

Discover how advanced deal sourcing enhances M&A deal flow, unlocking hidden opportunities in PE and investment banking for strategic growth.
Uncover Hidden Opportunities with Digital Marketing Due Diligence
Diligence

Uncover Hidden Opportunities with Digital Marketing Due Diligence

The checklist you need to identify the challenges and opportunities acquiring traditionally offline businesses in the middle market.
A Complete Guide to the Buy-Side M&A Process
Buy-Side

A Complete Guide to the Buy-Side M&A Process

Learn the benefits, key players, steps, and challenges of the buy side M&A process to navigate acquisitions and growth strategies successfully.
The M&A Process: A Comprehensive Guide
Buy-Side

The M&A Process: A Comprehensive Guide

Learn about the M&A process, from preparation and target identification to due diligence, deal negotiation, and post-merger integration.
AI Due Diligence: What It Is and How It’s Changing M&A
Diligence

AI Due Diligence: What It Is and How It’s Changing M&A

Learn how AI due diligence enhances efficiency, accuracy, and security while ensuring informed decision-making and risk management.
Financial Due Diligence Process [+ Checklist]
Financial Services
Diligence

Financial Due Diligence Process [+ Checklist]

Understand the financial due diligence process step-by-step. Get a checklist, practical examples, and tips to evaluate your next acquisition.
Optimize Your Deal Sourcing Pipeline: The Best Data to Track
Sourcing
Pipeline

Optimize Your Deal Sourcing Pipeline: The Best Data to Track

Labels quickly show you where a deal is in the funnel. No more sifting through your inbox or multiple excel spreadsheets.
Best M&A Tools and AI Software for Dealmakers in 2026
Sourcing
Diligence

Best M&A Tools and AI Software for Dealmakers in 2026

Discover the top M&A tools and AI software transforming deal sourcing, diligence, and integration. Explore 2026’s best picks for modern deal teams.
Proprietary Deal Flow: What Is It, What Are the Challenges, and How Do You Overcome Them?
Sourcing
Pipeline

Proprietary Deal Flow: What Is It, What Are the Challenges, and How Do You Overcome Them?

Explore the concept of proprietary deal flow, uncover the challenges inherent to this process, and discover the essential strategies for overcoming them.
INSIGHTS
Sector Spotlight: Composting
Deal Strategies

Sector Spotlight: Composting

Discover the trends that private market dealmakers need to know about investing in the composting sector, from growth trends to fragmentation to top companies in the space.
How to Identify and Evaluate M&A Targets
Deal Strategies

How to Identify and Evaluate M&A Targets

Discover proven methods to identify and assess M&A targets for strategic growth, risk reduction, and value creation.
Grata's Guide to Kickstarting Your M&A Career
Deal Strategies

Grata's Guide to Kickstarting Your M&A Career

Figuring out how to break into the M&A industry can be daunting. Read Grata's new guide for everything that aspiring M&A professionals need to know about how to get started in the industry and how to succeed.
From Relationships to Results: Business Development in M&A
Deal Strategies

From Relationships to Results: Business Development in M&A

Explore how M&A business development fuels deal flow and strategic growth. Learn key tactics, tools, and expert insights to close better deals, faster.
The PE Playbook: Insurance
Deal Strategies

The PE Playbook: Insurance

Learn all of the trends that private market dealmakers need to know about the insurance industry, from how the space is fragmented to high-growth sectors to geographical pockets of opportunity.
Uncover Niches Your Competitors Are Missing
Deal Strategies

Uncover Niches Your Competitors Are Missing

In today’s private markets, opportunity is uncovered by exploring what others overlook. Traditional sourcing tools leave that discovery process up to you, while also forcing you into rigid filters that limit your vision. But now, Grata’s flipping that on its head. With Grata’s new Agentic Search, start with any query, idea, or unformed thought and get instant guidance towards interesting adjacencies, niche sub verticals, and emerging markets you might otherwise overlook. Stop chasing crowded theses and start moving on the opportunities no one else is tracking.
A Year of Game-Changing Expansion: Grata’s 2025 in Review
Case Studies

A Year of Game-Changing Expansion: Grata’s 2025 in Review

Take a look back at all of the major company milestones and product developments from Grata, the top private market intelligence platform, in 2025.
Why Timely Market Insights Belong in Your Board and Executive Meetings
Case Studies

Why Timely Market Insights Belong in Your Board and Executive Meetings

Boards need strategic context at the point of decision, not after. This article explores how market intelligence can be embedded in meeting workflows to help directors move faster, prepare better, and govern with confidence.
MEDIA HUB
Webinars

The PE Playbook: Construction

Discover the top construction dealmaking trends that middle market dealmakers need to know.
Webinars

Proprietary Inbound: 6 Ways to Get Deals to Come to You

Learn how to master proprietary inbound and get deals to come to you.
Webinars

The LP Lens Webinar Pt 2: How to Stand Out as an Emerging Fund Manager

Discover how emerging fund managers can stand out in a competitive landscape. Don't miss out on valuable insights. Listen our webinar today.
Webinars

The PE Playbook: Pet Care

Discover the top trends in the pet care industry that middle market dealmakers need to know.
Deal Strategies
Webinars

Behind the Code: Unveiling Financial Insights on Private Companies with Grata

Join Grata’s exclusive fireside chat to discover how our new Financial Profiles feature provides comprehensive financial insights on private companies. Hear from the experts who built the tool and learn how to leverage this data to make smarter deal decisions.
Buy-Side

The M&A Process: A Comprehensive Guide

Learn about the M&A process, from preparation and target identification to due diligence, deal negotiation, and post-merger integration.
Diligence

AI Due Diligence: What It Is and How It’s Changing M&A

Learn how AI due diligence enhances efficiency, accuracy, and security while ensuring informed decision-making and risk management.
Valuation

Business Valuation Multiples: A Comprehensive Guide

Discover the power of equity and enterprise valuation multiples to analyze a business’s true worth. Learn key ratios and comparison techniques.
Energy/Infrastructure

The PE Playbook: Data Center Infrastructure

Learn what’s driving data center infrastructure investment, from market fragmentation to growth hotspots and M&A trends.
Software

(Webinar) The Modern Corp Dev Tech Stack

Grata and Alumni Ventures hosted a webinar discussing the tools a modern corp dev team uses or should be using, particularly for top of funnel deal sourcing.
Financial Services

How Private Equity Lawyers Can Better Position Themselves To Investors (According to a PE Lawyer)

Thomas Lyon, Head of M&A at Manning Fulton describes best practices for pitching and closing PE clients
Consumer

The PE Playbook: Beauty & Aesthetics

Explore the latest M&A trends in the beauty and aesthetics space, from revenue growth markets to recent fragmentation and acquisitions.
Sell-Side

Looking for Buyers in All the Wrong Places

Struggling to find serious buyers? Learn how to build a buyer list that works, avoid common mistakes, and discover tools that make sourcing easier.
Industrials

The PE Playbook: HVAC

Discover the HVAC industry trends that private equity investors need to know, including M&A activity, fragmentation, and VC deals.
Navigating a Career in Private Equity: The Complete Guide to Getting into Private Equity
Private Equities

Navigating a Career in Private Equity: The Complete Guide to Getting into Private Equity

What can you expect from a career in Private Equity? Here are the hours, salaries, and career trajectory for PE.
What Is Private Equity? How It Works & How To Invest
Private Equities

What Is Private Equity? How It Works & How To Invest

Explore private equity as an alternative investment. Learn what it is, how it works, and how to invest. Visit our blog and gain valuable insights.
The Private Equity Due Diligence Process (And Checklist)
Private Equities

The Private Equity Due Diligence Process (And Checklist)

Explore the essentials of private equity due diligence, including a detailed checklist to guide investment decisions.
Best Private Equity Deal Tracking Software
Pipeline Management

Best Private Equity Deal Tracking Software

Discover the top private equity deal management software tools, what features matter most, and how to pick the right one for your firm.
Introducing Pipeline View from Grata
Pipeline Management

Introducing Pipeline View from Grata

Dealmakers who streamline their process conduct more deals and better deals. The best way to do this? A pipeline manager.
Effective M&A Pipeline Management: Key Strategies & Best Practices
Pipeline Management

Effective M&A Pipeline Management: Key Strategies & Best Practices

Learn how to optimize your M&A pipeline with key strategies, best practices, and tools for seamless mergers and acquisitions success.
How to Value a Private Company: Public Comps
Public Comps

How to Value a Private Company: Public Comps

Use financial valuation metrics to assess private companies your firm targets and learn how Grata streamlines this process with better data.
How to Value a Private Company: VC & Growth Comps
Public Comps

How to Value a Private Company: VC & Growth Comps

Learn about what VC and growth comps are, how different kinds of investors can use them to value private companies, and how Grata can help.
How to Value a Private Company: M&A Comps
Public Comps

How to Value a Private Company: M&A Comps

Learn what M&A comps, or precedent transactions, are and how investors can use them to value private-market targets.
Industry classifications
Industry Research

Industry classifications

Industry classifications allow users to find more relevant companies, map markets, and save time searching.
Private Equity Research: Process, Tools, and Best Practices
Industry Research

Private Equity Research: Process, Tools, and Best Practices

Learn the private equity research process, tools, and key best practices to optimize investment decisions and portfolio success.
Market Research: The Next Chapter For Grata
Industry Research

Market Research: The Next Chapter For Grata

Grata’s Market Research platform uses AI to deliver accurate comps, valuations, and insights - transforming how dealmakers analyze markets.

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