Case Study: Edgemont builds a stronger deal pipeline with Grata

Edgemont boosts calls and meetings with Grata

Edgemont, a boutique healthcare M&A firm, faced a challenge in scaling its deal sourcing. Their Head of Business Development, Ben Hughes, relied on inefficient manual workflows and Amazon Mechanical Turk to find contact information for niche healthcare companies with small digital footprints. This process was not scalable for their specific needs in the healthcare sector, prompting them to seek a solution from vendor Grata.

Grata implemented its AI-driven search platform and robust database, which provided the specificity required to identify hard-to-find healthcare companies. The solution integrated seamlessly with Edgemont's DealCloud CRM, eliminating manual data entry. As a result, Edgemont saw a significant increase in new calls and meetings, which drove new business to the firm and allowed them to build a pipeline for the future much more efficiently.

Edgemont