Which assistant are you using?
Claude, Claude Code and Perplexity get Mergr's full set of tools. The ChatGPT app and Codex get a focused set of twelve, so a few examples below do not apply there; they are marked Claude only. Everything unmarked works everywhere.
Ask questions, not for lists.
The connector is at its best when you give it a question to answer: who would buy this company, who has owned it and for how long, which sponsors are consolidating this niche. It searches, ranks and traces for you and links each answer to the mergr.com profiles behind it. Asking for every record in a sector gives you a capped list and uses up your daily allowance; see Limits, privacy & troubleshooting.
Screen & search
"Show me middle-market PE firms in Texas with AUM over $500M."
"Find packaging-sector buyouts over $500M since 2023 with disclosed values."
"Which law firms advised the most PE deals in the last 12 months?"
"How many software deals happened in California in 2025?"
Source buyers & targets
"Which firms would buy a $30M revenue HVAC distributor in Florida?"
"Who's rolling up the veterinary space right now?"
"Find add-on targets similar to Dental Intelligence." Claude only
"Which PE-backed companies have been held for 4+ years in industrial services?"
Research a firm or company
"Give me a full dossier on Audax Group." Claude only
"Who owns Imperial Dade, and who owned it before?"
"Show Blackstone's current portfolio sorted by hold period." Claude only
"What's Platinum Equity's address and phone number?"
Market intelligence
"How has software M&A trended over the last five years?" Claude only
"Which states have the most healthcare services deals?"
"Which European firms are buying US industrial companies?" Claude only
People (Claude only)
"Who runs business development at Audax?"
"Which professionals joined Vista Equity recently, and from where?"
Your saved work (Claude only)
"What are my saved searches?"
"Run my Minnesota PE Backed search."
"Show my sponsor coverage list and put the firms on a map."
Tips for better answers
Ask follow-ups. The assistant keeps context: "now just the ones in Texas" or "put those on a map" works.
Be specific about geography and size. "Middle-market industrial firms in the Southeast" beats "some PE firms."
Ask for the format you want. Tables, maps, contact sheets, one-line summaries: say so.
Chain your research. Search, pick one, who owns it, who'd buy it, who advised: each step builds on the last.
Let it answer. If you catch yourself asking for "all" of something, ask instead what you want to know about them.