Find intermediary firms and narrow your results with keywords and filters. Use Bankers to find bankers and business brokers with keywords and filters or use Chat to research bankers, compare transaction histories, and prepare a shortlist.
Research bankers with Chat
Chat can search Grata’s banker data directly.
Search on the Bankers page
In the left navigation, under Deal Sourcing, select Bankers.
Under Terms, enter a keyword in Include these terms.
Press Enter. The results update automatically.
Optionally, select Add Group to add another group of terms. New groups use AND by default. Select to toggle to OR.
A keyword match is a starting point. Review the firm’s information to confirm its services and sector experience.
Adjust your keyword search
Select Mentioned to open the search settings.
Search Depth: Choose Mentioned or Core Focus.
The default search depth is Mentioned. It searches for terms anywhere on a company’s website.
Select Core Focus to search for a company's core focus which is powered by AIEach Result Should Match: When available, choose Any Term (OR) or All Terms (AND).
AI Added Terms: Review additional terms included in the results.
Use Exclude these terms to exclude keywords.
Filter the results
Expand a filter section to see its options.
Filter | Use |
Locations | Filter by headquarters or employee location. For employee location, use the dropdown to set the required percentage of employees in the selected location. |
Size | Filter by revenue, employee count, employee growth, or website visits growth. Size describes the intermediary firm and doesn't establish the size of its clients or transactions. |
Lists | Filter by membership in your team’s lists. |
Labels | Filter by label values in your workspace. |
CRM | Use CRM criteria available in your account. |
Viewed & Exported | Filter firms you have viewed, firms already exported, or firms with a note. |
Some sections have Show more for additional criteria.
Review and select firms
The Bankers results table displays firm and company records. Use Find in results to search within the current results.
Use the view menu above the results to choose Table or Tiles. In Table view:
Select Edit Columns, shown as a gear icon, to choose the information displayed.
Select a column heading with sort arrows to sort results.
Use the page arrows and per page menu to move through results.
To select firms:
Find the Company column. If it is not visible, move the horizontal scrollbar at the bottom of the results all the way left.
Select the checkbox immediately before a firm’s logo and name.
Repeat for each firm you want to select.
The toolbar shows the number selected and these actions: Add to List, Export, Labels, and Tearsheet.
Select Clear in the results toolbar to remove the selection.
Add to a list
Add to List saves the selected firms in a list so you can return to them under My Workspace → Lists.
Select one or more firms in the Bankers table.
Select Add to List in the results toolbar.
Search for an existing list or choose one under Recently updated.
Create a new list
Select one or more firms in the Bankers table.
Select Add to List in the results toolbar.
Select Create a new list and enter a List Name.
Choose Private or Organization visibility. Organization is selected by default.
Choose a Folder if needed and select Create.
Export
Select the firms in the Bankers table.
Select Export.
In Company Export, enter a File Name.
Choose Only columns currently in view or All columns available.
Select View all format settings if you need to review contact or address options.
Review the Credits section, then select Export.
Go to Home. Open the attachment menu beside the prompt box and select Add Files.
Attach the export and enter your review request.
Labels
Select one or more firms in the Bankers table.
Select Labels in the results toolbar.
Choose a value for Status, Priority, or another label group available in your workspace.
To manage the available labels, select Edit Labels at the bottom of the menu.
Firms given a Status appear in Pipeline. Use the Labels filter on the left to find firms by their assigned labels.
Tearsheets
Select a firm in the Bankers table.
Select Tearsheet in the results toolbar.
Review the report in the preview.
Select Download to save it as a PDF, or Close to return to the results.
Clear your search
Select the × beside a keyword to remove it.
Select Clear beside the Bankers heading to reset the search filters.