Case study

GaP Advisors builds 20-buyer shortlists in 10 minutes with Inven

Firm type
Transaction advisory firm
Focus
Buy-side & sell-side · Lower middle market
Headquarters
Houston, United States
20

qualified buyers in 10 minutes

with verified decision-maker contacts

100%

market coverage on every engagement

niche industries without reliable industry codes

GaP Advisors is a Houston-based transaction advisory specializing in M&A advisory and brokerage for lower-middle and middle-market companies across multiple industries. The firm runs both buy-side and sell-side mandates, and uses Inven to identify acquisition targets and strategic buyers without relying on industry codes. With Inven, GaP can build a list of 20 qualified buyers — complete with verified decision-maker contacts — in roughly 10 minutes, ensuring no relevant company is missed on any engagement.

The challenge

Exhausting the market on every engagement

GaP Advisors operates in both buy-side and sell-side investment banking, with one consistent standard across every mandate: leave no relevant company off the list. For each engagement, the team needs to exhaust the market. Missing a relevant company is the worst-case outcome.

This was hard to do efficiently with traditional tools. Industry codes are unreliable in niche industries, especially in specialized manufacturing or middle-market segments where the strongest candidates often don’t appear in standard databases.

“The worst feeling for any investment banker is being asked why a specific company is not on the list. With Inven, we’re confident this won’t happen.” — Raul Rizo-Patron, Director of Buy-Side Services at GaP Advisors

"The worst feeling for any investment banker is being asked why a specific company is not on the list. With Inven, we’re confident this won’t happen."

Raul Rizo-Patron
Director of Buy-Side Services, GaP Advisors

The Solution

Identifying companies by what they actually do — and reaching the right contacts

Inven’s descriptive search lets GaP find companies based on their core offering rather than relying on SIC codes or industry classifications. By analyzing company websites and other signals, Inven surfaces relevant matches across niche sectors that traditional databases miss.

Beyond identifying companies, Inven provides verified contact data for the decision-makers who matter most for M&A conversations — CEOs, owners, heads of M&A, corporate development leads. That means GaP can move directly from list-building to outreach in a single workflow.

For one buy-side engagement, the team built a list of 100 strategic buyers, then refined by title — exporting only companies employing individuals with titles like “Corporate Development” and “Head of M&A.” Ten minutes later, they had 20 qualified targets with verified contact data.

“With Inven, we’re saving time on the manual research but also making sure we’re not leaving any stone unturned.” — Raul Rizo-Patron

"With Inven, we’re saving time on the manual research but also making sure we’re not leaving any stone unturned."

Raul Rizo-Patron
Director of Buy-Side Services, GaP Advisors

The result

More efficient engagements, more confident pitches

Since adopting Inven for both buy-side and sell-side projects, GaP Advisors has saved many hours of manual research per engagement and consistently surfaces companies and contacts that other tools miss:

  • Pitch readiness from day one — the team can walk into first client meetings already prepared with relevant targets or potential buyers.
  • Niche market coverage — companies surfaced based on what they actually do, including those without clean industry codes.
  • Direct access to decision-makers — verified contact data for CEOs, owners, and M&A leads removes the next step of the workflow.

About GaP Advisors

Gilbert & Pardue (GaP) Advisors is a Houston-based boutique investment bank specializing in M&A advisory and brokerage for lower-middle and middle-market companies across multiple industries. The firm runs one of the lowest client-to-broker ratios in the industry — ensuring every engagement gets senior-level attention.

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