Case Study: Normandy Advisors improves middle market sourcing with Grata

How Normandy improved their results significantly by utilizing resources provided by Grata

Normandy Advisors is a buy-side M&A advisory firm that helps private equity clients source add-on acquisition opportunities, often through extensive research and cold outreach. The team already used several sourcing tools, but wanted a better way to identify more private middle market companies and avoid missing prospects that were not in standard databases. Grata provided the private market intelligence platform they turned to for this challenge.

By using Grata’s keyword search and filters, Normandy Advisors was able to build more comprehensive sector maps and quickly generate prospect lists across a wide range of industries. The team has used Grata to identify prospects for more than 15 projects, and said the platform’s search power delivered the biggest ROI by helping them scale sourcing and improve efficiency in their workflow.

Normandy Advisors

Andrew Hadley

Normandy Advisors