Case Study: Augusta Advisors identifies 30%+ more high-quality targets with Inven

Augusta Advisors identifies 30%+ more targets with Inven

Augusta Advisors, a Chicago-based boutique M&A advisory firm, faced the challenge of identifying high-quality acquisition targets for its diverse client base. Existing deal-sourcing platforms delivered lists that were heavy on quantity but light on quality, often missing smaller businesses and lacking cross-industry scalability. To help clients find the right targets for each unique mandate, the firm turned to the vendor Inven for a modern AI solution.

Inven's solution provided Augusta Advisors with AI-powered tools including similar-company search, intent-to-sell signals, and headcount growth data. This allowed the firm to conduct thorough, client-specific searches and prioritize outreach. As a result, Augusta Advisors identified over 30% more high-quality target companies per engagement using Inven compared to other platforms, ensuring they deliver the right targets for each client's acquisition criteria.

Augusta Advisors