M&A Automation

Written By Ryan Habert

Today on the Roll-Up: Datasite acquires Grata.

Grata deepens Datasite’s private market deal sourcing engine, enhancing their AI-led M&A automation platform. With 55k+ deals running through Datasite annually, the platform eliminates app-hopping across M&A workflows from deal source-to-close. Generative AI is deeply reshaping the buy-side: per Deloitte's 2025 M&A Trends Survey - 97% of respondent firms have begun incorporating GenAI or advanced analytics into dealmaking.

Who else is rolling-up the M&A automation landscape:
🍃 Datasite -> Ansarada, SEALK & MergerLinks
🍃 Intapp -> TermSheet & delphai
🍃 Ideals -> EthosData
🍃 With Intelligence -> SPS
🍃 BlackRock -> Preqin
🍃 S&P Global -> Visible Alpha

Origination tip of the month: Use Deep Research to build your target hot-list -> export CSV -> load into Grata (or the like) -> AI-find similar companies

Ryan Habert
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