Case Study: The JIAN Group achieves stronger outreach success with Grata

Why ambwealth Switched from SourceScrub to Grata

The JIAN Group, a boutique investment bank specializing in M&A for family-owned building materials businesses, faced challenges maintaining client confidentiality and finding accurate industry-specific data with their previous tools. Their cumbersome platforms lacked adequate support and often required sharing sensitive information, failing to provide the value needed for their precise sourcing and outreach workflows.

By implementing Grata, the firm gained a solution with highly accurate data and exceptional customer support. Grata provided executive insights, a valuable Chrome extension, and a seamless, confidential search experience. This partnership delivered measurable results, including a recent email campaign that achieved a 30% click rate using Grata's data, allowing The JIAN Group to run outreach with confidence and efficiency.

AMB Wealth

Johnny Cross

Vice President