Grata
Resources Center

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

Blogs

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.
Read more
Blogs

M&A Growth Strategy 101: Smarter Ways to Scale

Thinking about growth through M&A? This guide breaks it down -- what works, what to watch out for, and how Grata makes the process easier.
Read more
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PRODUCT UPDATES
The PE Playbook: Auto Repair
Grata Guides

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.
The PE Playbook: Real Estate Services
Grata Guides

The PE Playbook: Real Estate Services

Discover all of the trends that private market dealmakers need to know about investing in the real estate services industry.
M&A Growth Strategy 101: Smarter Ways to Scale
Grata Guides

M&A Growth Strategy 101: Smarter Ways to Scale

Thinking about growth through M&A? This guide breaks it down -- what works, what to watch out for, and how Grata makes the process easier.
Top Private Equity Software Tools: The 4 Best Platforms for PE Firms in 2026
Grata Guides

Top Private Equity Software Tools: The 4 Best Platforms for PE Firms in 2026

Discover the top private equity software tools for 2026. Explore how Grata, Datasite, Blueflame AI, and DealCloud empower PE firms to streamline deal sourcing, enhance collaboration, automate workflows, and ensure compliance in a competitive market.
How Grata’s AI & Data Science Engine Cultivates Investment-Grade Private Market Data
Grata Guides

How Grata’s AI & Data Science Engine Cultivates Investment-Grade Private Market Data

Discover how Grata's industry-leading AI and game-changing data science produce the deep, accurate data that private market dealmakers need to win in their industry.
How to Craft a Compelling Pitch for M&A
Grata Guides

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.
Grata's Private Market Intelligence Expands to the UK, France, Germany, & Australia
Help Center

Grata's Private Market Intelligence Expands to the UK, France, Germany, & Australia

Private market dealmakers in Europe and APAC typically have limited data about their target companies due to differences in reporting requirements. Discover how Grata is aggregating high-quality financial data in one platform and providing full market visibility to private market dealmakers around the world.
Grata as an Industry Expert
Help Center

Grata as an Industry Expert

Grata’s new Agentic Search is a reasoning resource that fields your queries like a tenured advisor.
Alternatives to BizBuySell: The Best M&A Marketplaces
Grata Guides

Alternatives to BizBuySell: The Best M&A Marketplaces

Discover the best BizBuySell alternatives, from holistic dealmaking platforms to personalized brokers, tailored to fit every business transaction need.
Sector Spotlight: Property Management
Help Center

Sector Spotlight: Property Management

The property management sector is seeing explosive growth. Discover all of the trends that private market dealmakers need to know about capitalizing on the space.
M&A Data Insights: Annual Activity and Key Figures
Help Center

M&A Data Insights: Annual Activity and Key Figures

Access detailed M&A data, yearly trends, and sector insights to understand global M&A activity and key statistics.
Learning Hub
Unlocking Strategic Insights
M&A 201

Unlocking Strategic Insights

With thoughtful analysis followed by tactical recommendations, Grata’s Agentic Search steps in to support across strategy and early diligence.
Easy, fast deal screening in Grata
Grata Scholars

Easy, fast deal screening in Grata

Make decisions quickly on whether a referral is the right fit for your firm.
Top M&A Software Solutions for Efficient Deal Management
M&A 201

Top M&A Software Solutions for Efficient Deal Management

Explore top M&A software solutions like Grata, Datasite, Ansarada, and DealRoom to simplify and optimize your M&A processes.
Sell-Side M&A Process: Complete Guide & Best Practices
M&A 201

Sell-Side M&A Process: Complete Guide & Best Practices

Understand the sell-side M&A process, from valuation to closing, and achieve a seamless and successful business sale.
The Private Market Data Buyer’s Guide
How To Guides

The Private Market Data Buyer’s Guide

Private market data helps investors make informed decisions in capital markets - here’s how to evaluate and choose the right data provider.
The PE Playbook: Pet Care
Grata Scholars

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

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.
Private Equity CRMs: Optimizing Pipeline Management with Smart Solutions
M&A 201

Private Equity CRMs: Optimizing Pipeline Management with Smart Solutions

Discover how to identify the best CRM for private equity firms and use it to streamline deal flow, manage investor relations, and track portfolios with ease.
How to Win Deals in 2026: The AI and Strategies Dealmakers Need to Master Private Equity Deal Flow
How To Guides

How to Win Deals in 2026: The AI and Strategies Dealmakers Need to Master Private Equity Deal Flow

Discover practical strategies and cutting-edge AI technologies to improve private equity deal flow in 2026. Learn how to find, evaluate, and close the right deals with confidence.
Top Middle Market Companies Across Industries [List]
Grata Scholars

Top Middle Market Companies Across Industries [List]

Discover top middle market companies, industry leaders, and innovative newcomers making an impact in competitive sectors.
Private Equity Research: Process, Tools, and Best Practices
Grata Scholars

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.
Best Private Equity Deal Tracking Software
M&A 201

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.
Data Governance, Agentic AI, and the end of “Excel Heroes”: 4 Key Takeaways from IPEM
Grata Scholars

Data Governance, Agentic AI, and the end of “Excel Heroes”: 4 Key Takeaways from IPEM

Early adopters will benefit the most from AI tools and workflows. Here's what we learned from the panelists at IPEM on how AI is shifting the M&A landscape.
Datasite Deal Drivers: Trade Wars Make Dealmaking Take a Backseat
Grata Scholars

Datasite Deal Drivers: Trade Wars Make Dealmaking Take a Backseat

Discover the M&A trends emerging as the sweeping trade tariffs by the Trump administration begin to take effect. Datasite and Mergerlinks examine how geopolitical equations and economic upheavals are driving M&A in the major regions and sectors of the world.
12 Sectors Primed for M&A in 2026
Grata Scholars

12 Sectors Primed for M&A in 2026

After two years of market volatility, M&A looks ready to rebound in 2026. Check out 12 industries that are primed for high levels of M&A activity in the new year.
Data as a Strategic Asset: 10 Tips & Considerations for Optimizing Your M&A Strategy
M&A 201

Data as a Strategic Asset: 10 Tips & Considerations for Optimizing Your M&A Strategy

Discover 10 crucial tips and considerations for using data to optimize your M&A strategy. Learn how to use data as a strategic asset to make smarter decisions and win more deals.
INSIGHTS
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.
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.
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.
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.
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.
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.
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.
MEDIA HUB
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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.
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Webinars

The PE Playbook: Pet Care

Discover the top trends in the pet care industry that middle market dealmakers need to know.
a blue screen with white letters
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.
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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.
a blue screen with white letters
Webinars

The PE Playbook: Construction

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

M&A Growth Strategy 101: Smarter Ways to Scale

Thinking about growth through M&A? This guide breaks it down -- what works, what to watch out for, and how Grata makes the process easier.
Software
Workflows

Top Private Equity Software Tools: The 4 Best Platforms for PE Firms in 2026

Discover the top private equity software tools for 2026. Explore how Grata, Datasite, Blueflame AI, and DealCloud empower PE firms to streamline deal sourcing, enhance collaboration, automate workflows, and ensure compliance in a competitive market.
Acquisition
Market Trends
Global

15 of the Biggest M&A Deals of All Time

Explore some of the biggest and most successful mergers and acquisitions (M&A), including Vodafone and Mannesmann, Disney and Pixar, and others.
AI & Automation

The Shortfalls of GenAI in M&A

Not all AI is built for M&A. Learn the shortfalls of GenAI and how Grata’s tools solve real dealmaking challenges.
Valuation
Business Development
Data

How to Value a Private Company

Private company data differs from public company data. Market research plays a crucial role in creating more precise valuations for private companies.
Data/Analytics

The Rise of the Data-Driven Investor pt. 3

In the final installment, we explore how smart use of data can look during the initial capital deployment cycle, reserves deployment, and investor relations.
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The Rise of the Data-Driven Investor

Dealmakers need to use robust data and analytics platforms to gain an edge against competition, improve operational efficiency, and make better decisions.
Industrials
Private Equity
Market Trends
Global

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.
Consumer
Market Trends

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.
Sourcing
Acquisition
Search

Unlocking Strategic Insights

With thoughtful analysis followed by tactical recommendations, Grata’s Agentic Search steps in to support across strategy and early diligence.
Energy/Infrastructure
Market Trends
North America

Sector Spotlight: Grid Management

The small grid management market is poised to play a huge role in the transition to clean energy. Learn about why the space could present a major opportunity for private market dealmakers.
Healthcare
Acquisition
Private Equity
North America

The PE Playbook: Healthcare Practices

Discover the latest trends that private market dealmakers need to know about the healthcare practices space, including industry fragmentation, high-growth areas, geographical opportunities, and more.
Healthcare
Acquisition
Private Equity
Market Trends

The PE Playbook: Women's Health

Discover the top trends investors must know about the women's health space, including M&A activity, fragmentation, and more.
Diligence
Workflows
AI & Automation

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.
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.
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.
Sourcing
Acquisition

Source Bigger and Better M&A Deals with These 6 Tips

In a quickly changing economic landscape, it's more important than ever to get creative when sourcing M&A deals. Here are a few ideas to start.
Software

Top 8 Google Chrome Extensions for M&A Dealmakers

As investors look to spend more time on the parts of their job that a computer can’t replicate, Google Chrome extensions can help increase productivity.
A chess board with shallow depth of field reveals a white pawn piece in the foreground. Behind it looms a black queen piece. The image is overlayed with a green to blue gradient.
Sourcing
Pipeline
Acquisition
Workflows

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.
Data
AI & Automation

How Grata’s AI & Data Science Engine Cultivates Investment-Grade Private Market Data

Discover how Grata's industry-leading AI and game-changing data science produce the deep, accurate data that private market dealmakers need to win in their industry.
Energy/Infrastructure
Private Equity
Market Trends

The PE Playbook: Clean Power Infrastructure

Dive deep into the top trends that private market dealmakers need to know about the clean power infrastructure industry. Identify high-growth sectors, understand market fragmentation, and see a sample of live deals in the Grata Deal Network.
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
Private Equity
Market Trends

The PE Playbook: Clean Power Infrastructure

Explore private equity trends in clean power infrastructure: fragmentation, top deals, and companies shaping the energy transition.
Sourcing
Acquisition
Private Equity

The PE Fund Manager Balancing Act: Sourcing Deals while Raising Fund I

There’s a lot of a new fund manager’s plate, but without a doubt the two most time consuming items on GP’s to-do list are deal sourcing and fundraising.
Sell-Side
Search

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.
Sourcing
Networking
Acquisition
Business Development

The Secret to Winning Banked Deals

Think you don’t need proprietary sourcing for big deals? Think again. Relationships matter most, even on banked transactions.
Corporate Development
Market Trends
North America

Times are a’changing. How corp dev experts are rising to the challenge.

Dive into our insights on corporate development as experts rise to the challenge. Discover strategies and trends shaping the business landscape.
Sourcing

Web traffic insights from Grata

Grata users can now layer web traffic metrics into their searches to filter based on how many web visits a company attracts.
Pipeline
Sourcing
Business Development
Acquisition
Capital Markets Trends

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.
Financial Services
Private Equity

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
Valuation
Workflows

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.
Consumer
Private Equity
Market Trends

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.
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.
Industrials
Private Equity
Market Trends

The PE Playbook: HVAC

Discover the HVAC industry trends that private equity investors need to know, including M&A activity, fragmentation, and VC deals.
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.
Business Development

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.
Sourcing
Acquisition
Search

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.
No items found.

The PE Playbook: Real Estate Services

Discover all of the trends that private market dealmakers need to know about investing in the real estate services industry.
Financial Services
Private Equity

How to Win Deals in 2026: The AI and Strategies Dealmakers Need to Master Private Equity Deal Flow

Discover practical strategies and cutting-edge AI technologies to improve private equity deal flow in 2026. Learn how to find, evaluate, and close the right deals with confidence.
Buy-Side
Data
Search
North America

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.
Industrials
Private Equity
Market Trends

The PE Playbook: Construction

Discover key trends in construction for middle market dealmakers, including growth sectors, fragmentation, and recent acquisitions.
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.
Financial Services
Private Equity
Market Trends

Middle Market Private Equity: Key Insights & Top Firms

Explore the world of middle market private equity: key players, strategies, risks, and opportunities. Gain insights for investors and professionals.
Diligence
Private Equity

The Private Equity Due Diligence Process (And Checklist)

Explore the essentials of private equity due diligence, including a detailed checklist to guide investment decisions.
Financial Services
Networking
Private Equity

Effective Strategies for Communicating with Limited Partners (LPs)

Effective communication with institutional investors, sending the right message in the right channel, can help your debut fund stand out from the crowd.
Sourcing
Acquisition
Data

The Rise of the Data Driven Investor: Proprietary Sourcing + Due Diligence

In Part 2 of The Rise of The Data-Driven Investor Series, we explore how firms can build effective workflows to optimize deal sourcing and due diligence.
Sourcing
Acquisition
Private Equity

Thematic Sourcing: How Dealmakers Can Innovate

To expand their investable universe, PE firms and banks need both a new approach and new technology. Thematic sourcing can uncover and close better deals.
No items found.

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.
Data/Analytics

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.
Workflows
AI & Automation

Easy, fast deal screening in Grata

Make decisions quickly on whether a referral is the right fit for your firm.
Workflows

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.
No items found.

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. 
Diligence
AI & Automation

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.
Energy/Infrastructure
Private Equity
Market Trends

The PE Playbook: Data Center Infrastructure

Learn what’s driving data center infrastructure investment, from market fragmentation to growth hotspots and M&A trends.
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.
Industrials
Private Equity
Market Trends

The PE Playbook: Space Tech

Explore investment trends in space tech - VC rounds, M&A, fragmentation, and key growth areas every dealmaker should know.
Corporate Development
AI & Automation
Data/Analytics

Building Your Own M&A Data Infrastructure 101

Learn about the key considerations and steps for investor teams that are interested in building their own proprietary M&A data ecosystems.
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What is Proactive Business Development?

This is the comprehensive guide to PBD (Proactive Business Development). What it means and what it looks like in practice for PE firms and corporate M&A teams.
Software
Acquisition
Corporate Development

(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.
Capital Markets Trends

Why Fundraising Matters

Thanks to our investors, we're on our way to building the product of tomorrow. Learn what raising money means for your company - hint: it's one word!
Private Equity
Capital Markets Trends

What is the Middle Market?

Unveil the essence of the middle market firms, their comparison with others, investment opportunities, and more.
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Datasite Deal Drivers: What 2025 Revealed About Global M&A

Global M&A activity in 2025 shifted toward fewer, larger transactions. Here's what private market dealmakers need to know.
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.
AI & Automation
Data/Analytics

Data Governance, Agentic AI, and the end of “Excel Heroes”: 4 Key Takeaways from IPEM

Early adopters will benefit the most from AI tools and workflows. Here's what we learned from the panelists at IPEM on how AI is shifting the M&A landscape.
Software
Workflows
Data/Analytics

Top M&A Software Solutions for Efficient Deal Management

Explore top M&A software solutions like Grata, Datasite, Ansarada, and DealRoom to simplify and optimize your M&A processes.
Industrials
Private Equity
Market Trends

The PE Playbook: HVAC

Discover the top HVAC trends for middle market dealmakers - fragmentation, consolidation, growth areas, and recent acquisitions shaping the sector.
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.
AI & Automation

Training AI Models for M&A Use Cases

Learn about how to optimize specific prompts for applying large language models (LLMs) to M&A use cases.
Consumer
Private Equity
Market Trends

The PE Playbook: Pet Care

Discover the top middle market trends in the pet care industry, including roll-ups, fragmentation, deal data, and more.
Capital Markets Trends

What Is Venture Capital and How Does It Work?

Understanding venture capital: Discover how it works, its significance in the startup ecosystem, and its impact on emerging businesses.
Sourcing
Business Development

Deal Sourcing Email Templates for M&A, Private Equity Outreach, and Investment Opportunities

Get proven deal sourcing email templates designed for private equity firms. Copy and share your cold outreach with ready-to-send examples.
Capital Markets Trends

Understand Who Are Venture Capitalists and How They Can Boost the Growth Of the Startup

Discover who venture capitalists are and their crucial role in funding & guiding startups and other innovations towards success.
No items found.

Proprietary Deal Flow: What It Is And How To Generate It

In investment banking, proprietary deal flow is sought-after, rare, and highlyvaluable. Learn about its benefits and best practices for success in our blog.
Capital Markets Trends
Data/Analytics

Datasite Deal Drivers: Trade Wars Make Dealmaking Take a Backseat

Discover the M&A trends emerging as the sweeping trade tariffs by the Trump administration begin to take effect. Datasite and Mergerlinks examine how geopolitical equations and economic upheavals are driving M&A in the major regions and sectors of the world.
Software
AI & Automation

Alternatives to BizBuySell: The Best M&A Marketplaces

Discover the best BizBuySell alternatives, from holistic dealmaking platforms to personalized brokers, tailored to fit every business transaction need.
Consumer
Private Equity
Market Trends

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.
AI & Automation

AI in Investment Banking: How Artificial Intelligence Is Transforming Modern Deal Teams

Learn how investment banks apply AI across research, deal execution, diligence, and client workflows to improve speed and decision-making.
Financial Services
Data

Empowering Investors with Proprietary Financial Data on Private Companies

Discover Grata’s transaction-level financial data points for deeper, more accurate private company profiles across markets.
Sourcing
Data
Conferences

Scrubbed Lists Now In Grata With List Library

Grata’s List Library offers curated company lists from trusted sources - enhancing how dealmakers discover top-ranked firms.
Market Trends

Top 5 Podcasts for Private Market Investors

These are the top five M&A podcasts every investor should have on repeat. Stay in the know on trends and learn from those at the top of their game.
Financial Services
Private Equity
Corporate Development

What is an Add-on Acquisition?

Add-on strategies for private equity and corporate development unlock value. Discover the reasons why add-ons work and how to find the right opportunities.
Sourcing
Pipeline
Acquisition
Workflows

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.
Workflows

Top Newsletters for M&A Dealmakers

If you're a dealmaker, time to get subscribed to these newsletters. These are the industry reports and trend analysis you need sent directly to your inbox.
Acquisition
Capital Markets Trends

12 Sectors Primed for M&A in 2026

After two years of market volatility, M&A looks ready to rebound in 2026. Check out 12 industries that are primed for high levels of M&A activity in the new year.
Sourcing
Acquisition
AI & Automation

AI Analysts Are Changing the Way Deals Are Done

Understand how AI analyst agents are streamlining time-intensive processes and transforming the nature of junior-level deal team roles.
Data
Data/Analytics
North America

Data as a Strategic Asset: 10 Tips & Considerations for Optimizing Your M&A Strategy

Discover 10 crucial tips and considerations for using data to optimize your M&A strategy. Learn how to use data as a strategic asset to make smarter decisions and win more deals.
Industrials
Data/Analytics
North America

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.
Financial Services
Private Equity
Global

Top Private Equity Firms: Leaders in Global Investments 2024

Discover the top private equity firms leading global investments in 2024. Explore their strategies, achievements, and market influence.
Private Equity

Starting a PE Firm: Best Practices for Assembling a Winning Team

What should a new firm’s founding team look like? LPs share their best practices from years of experience seeing strategies that work and those that don’t.
Private Equity

The 5 Questions LPs Expect Emerging PE Fund Managers to Ask in Their First Meeting

In your first meeting with potential LPs, it's crucial to ask the right questions to establish a strong foundation for a successful partnership.
Valuation

The Art of the Multiple: How to Add Color to Private Company Valuations

There are instances where industry multiples hide or distort the full picture of what’s going on in a particular company. Here’s how to rethink multiples.
Sourcing
Acquisition
Private Equity

Grata named Best Deal Origination Technology of 2023 by Private Equity Wire

Read a letter from the founders celebrating our recognition as Best Deal Origination Technology of 2023 by Private Equity Wire. Learn more today.
Data
Data/Analytics

The End of Grata Data

Data is in our DNA, but no longer in our name. That’s not to say there are fewer data in Grata. In fact, we have the most data we’ve ever collected!
Capital Markets Trends
Data
Global

The Downturn is an Opportunity for Thematic Investors

Historically, private market deals drop alongside the public markets during recessions. In 2022, key factors bode well for middle market investors.
Search
AI & Automation

Agentic Search vs. Natural Language Search: What’s the Difference and Which One Is Better for M&A Workflows?

New AI solutions for M&A workflows are emerging rapidly, but some are more sophisticated than others. Discover why Agentic Search is superior to natural language search for dealmaking processes in Grata's latest guide.
Industrials
Private Equity
Data/Analytics

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.
AI & Automation

What Is Agentic AI and How Is It Impacting M&A?

Agentic AI is set to transform the M&A world. Learn about how the revolutionary tech is changing each step of the dealmaking process in this article from Grata.
Software
Private Equity
Market Trends

The PE Playbook: Software Development Tools

Discover the top dealmaking trends that private market investors need to know about the software development industry. Identify high-growth areas, understand industry fragmentation, and assess segments with leadership opportunities.
Energy/Infrastructure
Private Equity
Market Trends

The PE Playbook: Carbon Offsets

Explore key trends in the carbon offsets space - fragmentation, acquisition activity, and where private equity sees opportunity.
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: 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.
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.
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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