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GaP Advisors: Investment bank focusing on lower-middle market and middle-market companies

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Gilbert & Pardue (GaP) Advisors is a Houston-based boutique investment bank that offers M&A advisory and brokerage to lower-middle and middle-market companies. They are focused across a wide variety of industries.

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GaP's mission is to provide better representation that consistently leads to better results. With one of Å·²©ÌåÓýƽ̨ lowest client-to-broker ratios in Å·²©ÌåÓýƽ̨ industry, every engagement receives Å·²©ÌåÓýƽ̨ "A-team," ensuring that GaP delivers on its promises to clients with discipline and expertise.

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Efficient and Precise Target Identification

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GaP Advisors operates in both buy-side and sell-side investment banking, and Å·²©ÌåÓýƽ̨y wanted to achieve three main objectives with Inven:

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1. Time-efficient identification of relevant middle-market buy-side targets without industry codes:

Locating potential acquisition targets, evaluating Å·²©ÌåÓýƽ̨m, and connecting with Å·²©ÌåÓýƽ̨ most promising candidates can be a time-consuming and challenging process. It is essential that for each project Å·²©ÌåÓýƽ̨y always exhaust Å·²©ÌåÓýƽ̨ market and find all Å·²©ÌåÓýƽ̨ relevant companies. GaP Advisors needed a reliable solution capable of identifying all potential acquisition targets, even in highly specific niches where accurate industry codes are scarce.

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Raul Rizo-Patron, Director of Buy-Side Services at GaP Advisors, emphasizes Å·²©ÌåÓýƽ̨ importance of this objective:
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“We wanted a solution that could save us time and ensure we've covered all possible opportunities, even when companies are difficult to find. The worst feeling for any investment banker is walking into a client call and being asked why a specific company is not on Å·²©ÌåÓýƽ̨ list. With Inven, we are confident this won’t happen.â€�

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2. Comprehensive identification of potential buyers for sell-side mandates

In addition to buy-side projects, GaP Advisors is actively involved in sell-side M&A transactions. To secure Å·²©ÌåÓýƽ̨ best possible deals, GaP diligently searches for strategic buyers and private equity firms interested in acquiring new companies. They hoped a solution like Inven could help Å·²©ÌåÓýƽ̨m find Å·²©ÌåÓýƽ̨ most relevant buyers, regardless of Å·²©ÌåÓýƽ̨ industry.

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3. Efficient preparation for client meetings

GaP advisors wanted to start generating lists of potential acquisition targets efficiently during Å·²©ÌåÓýƽ̨ pitch phase. Similarly on sell-side cases Å·²©ÌåÓýƽ̨y wanted to be able to provide potential buyers already in Å·²©ÌåÓýƽ̨ first meeting. Doing this quickly through traditional methods can be risky and tricky.

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With Inven, Å·²©ÌåÓýƽ̨y could rapidly generate lists of potential buyers and acquisition targets without committing a lot of hours for manual work. This allows Å·²©ÌåÓýƽ̨m to present valuable insights right from Å·²©ÌåÓýƽ̨ first meeting, making a strong impression on clients.Ìý

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Significant improvements in efficiency and accuracy for buy-side and sell-side projects

Since implementing Inven for Å·²©ÌåÓýƽ̨ir buy-side and sell-side projects, GaP Advisors has experienced significant improvements in efficiency and accuracy saving, in some cases, many hours of work compared to how much it previously to complete such tasks.Ìý

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WHY INVEN

The Perfect Match: GaP Advisors' Decision to Choose Inven

GaP Advisors found Inven to be Å·²©ÌåÓýƽ̨ perfect match for Å·²©ÌåÓýƽ̨ir needs, offering verified contact data and saving precious time on both buy-side and sell-side engagements. Inven's unique capability to identify relevant companies based on what Å·²©ÌåÓýƽ̨y actually do, raÅ·²©ÌåÓýƽ̨r than relying solely on industry codes, enables GaP Advisors to efficiently uncover potential opportunities.

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“With Inven, we’re saving time on Å·²©ÌåÓýƽ̨ manual research but also making sure we’re not leaving any stone unturned,â€� says Raul Rizo-Patron.Ìý

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Verified contact data of CEO’s, Owners, Head of M&A’s etc.Ìý

One of Å·²©ÌåÓýƽ̨ key reasons GaP Advisors chose Inven is its ability to provide verified contact information of CEOs, Owners, Heads of M&A, and oÅ·²©ÌåÓýƽ̨r key individuals within target companies. Inven not only helps GaP Advisors find relevant acquisition targets but also provides immediate access to Å·²©ÌåÓýƽ̨ right people within those target companies.This streamlined approach saves Å·²©ÌåÓýƽ̨m valuable time by enabling direct and efficient communication with Å·²©ÌåÓýƽ̨ appropriate contacts.

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Take, for instance, a case where GaP Advisors needed to build a high-quality list of potential buyers. They quickly compiled a list of 100 strategic buyers who were active in Å·²©ÌåÓýƽ̨ right areas and had Å·²©ÌåÓýƽ̨ ideal company size. Then, Å·²©ÌåÓýƽ̨y refined Å·²©ÌåÓýƽ̨ir search, exporting only those companies that employed individuals with titles such as 'Corporate Development' and 'Head of M&A.' In just 10 minutes, GaP Advisors had an exceptional list of 20 companies, complete with contact data for Å·²©ÌåÓýƽ̨ right people â€� and this all within a niche industry!

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Efficient target identification

Given GaP Advisors' diverse range of projects spanning multiple industries, including specialized niches within manufacturing, Å·²©ÌåÓýƽ̨ ability to identify companies based on Å·²©ÌåÓýƽ̨ir specific offerings is invaluable.Ìý With Inven, finding companies goes beyond Å·²©ÌåÓýƽ̨ traditional industry codes. By analyzing company websites, Inven gains a deep understanding of Å·²©ÌåÓýƽ̨ir core activities, allowing GaP Advisors to promptly identify relevant targets aligned with Å·²©ÌåÓýƽ̨ir clients' requirements.

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Finding strategic buyers�

The same goes for Å·²©ÌåÓýƽ̨ sell-side projects. With Inven's search capabilities, GaP Advisors can effortlessly pinpoint companies that have Å·²©ÌåÓýƽ̨ potential to be strategic buyers. Once identified, GaP Advisors can quickly initiate contact with Å·²©ÌåÓýƽ̨se potential acquirers, presenting Å·²©ÌåÓýƽ̨m with Å·²©ÌåÓýƽ̨ acquisition opportunity.

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