Case Study: Copley Equity Partners boosts middle market deal sourcing efficiency with Grata

How One Private Equity Firm Transformed Proprietary Sourcing with Grata

Copley Equity Partners, a private equity firm, faced inefficiencies in its proprietary deal sourcing process. Their manual methods using LinkedIn, Google, and other public sources were time-consuming and often resulted in them competing for the same well-known companies as other firms. They needed a dedicated solution to find undiscovered middle-market companies faster and chose Grata, a modern B2B search engine for proprietary deal sourcing.

By implementing Grata, Copley gained access to comprehensive data and AI-powered search capabilities tailored to the middle market. This allowed them to build targeted company lists and find executive contacts with immense efficiency. The results were dramatic; Grata streamlined their information gathering, expanded their investable universe, and freed up significant time for outreach and due diligence. The firm has used over 3,000 company exports and is in the late stages of closing several deals initially sourced on the Grata platform.

Copley Equity Partners

Wills Hutras

Associate