Customer story
A client-centered approach to M&A
"Having access to niche sectors, deals, and general market information in one platform was essential. We needed a tool that could provide a deeper level of information in one place – financials, key contacts, and more – so that we could avoid switching between multiple platforms. It’s efficient to have everything centralized in one platform.”
Victoria Bond
Origination at Headpoint Advisors
Use Cases:
Concise business descriptions
Cleaned financials
Ownership information
Business assessments
Market insights
and much more
“Gain is one of my daily go-to places for research. If I only have a company’s website, it’s enough to produce results on the platform, which is a useful feature. From there, I can deep dive into the company profiles”
Victoria Bond
“Being able to extract the specific data using the filters and tags is helpful. The tagging and filtering for companies provides relevant results.”
Victoria Bond
“Being able to bookmark our own lists is useful. We can share ownership among the team, so if anyone finds additional companies or information, they can add it directly to the list."
Victoria Bond
“If I'm researching cybersecurity deals, for example, I'll go straight to the Deals tab and begin filtering by tags. I can select 'cybersecurity' and add as many additional tags as I need to narrow down my search. Once I have my filtered list, I export it to begin further analysis.”
Victoria Bond
“With Gain, I can gather information quickly for upcoming meetings and manage change control effectively. If I'm shifted from one project to another, Gain supports the research process by producing swift results”
Victoria Bond
“With Gain, I’m able to engage in deeper conversations with clients on their particular sector and with the team on new business. In this way, leveraging the platform has helped with business development.”
Victoria Bond
Because of the platform’s ability to streamline their workflows, Gain has become a helpful tool for Headpoint Advisors. “It’s one of the first tools I open in the morning, along with my LinkedIn and email.”
Victoria Bond
