AT A GLANCE
Key Results
Since implementing Inven, Gamma Point Advisory has significantly accelerated global target identification and executive-level outreach.
- Months of manual research eliminated
- Global targets identified within minutes
- Direct access to CEOs and founders worldwide
- 12–14 executive conversations within the first months
- NDA secured with CEO of a $330M revenue logistics company
PROBLEM
The Biggest Bottleneck in M&A: Finding the Right People
Gamma Point Advisory was founded to capitalize on a major global inflection point in logistics and supply chain. Consolidation is accelerating, founders are exiting, and multinational buyers are expanding through acquisition.
Founder and Managing Partner Joseph Milstein brought decades of industry experience and a deep professional network, but scaling deal sourcing globally required a faster, more systematic approach.
Traditional platforms often required heavy manual work and returned incomplete or outdated results, making it difficult to consistently identify qualified opportunities and decision-makers.
“The hardest part isn’t doing deals. It’s finding the right people to talk to."
For a firm operating globally across niche sectors, speed and precision in sourcing were essential.
SOLUTION
Precision Discovery Aligned with M&A Workflows
Gamma Point evaluated Inven through a product demonstration and quickly recognized its applicability to its sourcing process.
Instead of manually consolidating lists from fragmented sources, Gamma Point overlays its sector-specific investment theses onto Inven’s data engine to rapidly surface qualified targets that meet defined strategic and financial criteria.
“I can put in a query and access companies with specific filters within seconds.”
Inven’s filtering framework allows Gamma Point to narrow searches by ownership structure, financial profile, geography, and niche specialization — ensuring sourcing outputs are relevant, targeted, and actionable.
“It significantly reduces manual errors and helps us focus on the most relevant targets.”
Gamma Point remains highly selective, focusing only on targets that align with defined strategic, operational, and financial criteria.
USE CASES
Embedded into the Firm’s Sourcing Engine
Today, Inven sits at the center of Gamma Point’s sourcing workflow.
The team divides markets by region and systematically builds lists of qualified companies each week. These lists are reviewed, refined, and used to guide outreach and pipeline development.
“It’s part of the fabric of what we do.”
Typical workflow:
- Generate targeted company lists
- Export and track opportunities internally
- Run outreach campaigns
- Review responses and refine targeting
Because the platform surfaces both companies and relevant decision-makers, the firm can move directly from research to conversations.
Direct Access to Decision-Makers Worldwide
One of the biggest advantages has been the ability to identify and reach senior decision-makers directly.
For M&A conversations, Gamma Point focuses specifically on executives with authority to pursue transactions, such as owners, CEOs, founders, presidents, and CFOs.
Within months of implementing Inven, the firm secured conversations with senior leaders across Europe, Latin America, and Asia, including CEOs and heads of M&A in multiple markets.
Gamma Point also secured an NDA with the CEO of a $330M revenue logistics company.
"Inven accelerated opportunities that would have taken significantly longer to surface."
RESULTS
Accelerated Pipeline Development
The most measurable impact has been a clear reduction in sourcing lead time.
Instead of allocating months to manual research, Gamma Point initiated outreach immediately and focused resources on conversations, relationship development, and transaction execution.
Estimated impact so far:
- Approximately 4 months of sourcing time saved
- Hundreds of screened targets identified and segmented by ownership and strategic fit
- Executive-level conversations across multiple continents
“Inven basically saved me four months of identifying targets.”
WHY INVEN
Built for Dealmakers, Not Just Data Searches
For Gamma Point, Inven enhances the firm’s expertise by removing the most time-intensive part of sourcing: identifying the right companies and decision-makers.
“Inven doesn’t sell the deal for me. But it removes the hardest part: finding the right people.”
Joseph describes himself as selective when evaluating new platforms, which made his reaction during the demo especially notable.
“Just watch the demo. When you see it, you’ll understand.”
About Gamma Point Advisory
Gamma Point Advisory is a boutique M&A and strategic advisory firm focused exclusively on logistics, transportation, and supply chain. The firm supports clients in scaling through acquisitions, capital strategy, and operational growth, drawing on decades of leadership experience across global logistics, finance, and technology sectors.
Read more: https://gammapointadvisory.com/