Project Title: Whitestone Analytics: The future of M&A Advisory Services

Whitestone Associates

Details
Project Title Whitestone Analytics: The future of M&A Advisory Services
Project Topics
Skills & Expertise
Project Synopsis: Challenge/Opportunity
Whitestone Associates is a boutique investment banking firm specializing in the buying and selling of industrial companies in the fluid power, motion control, and automation markets. Frank Gallucci, this project’s advocate, is its founder. The ability to analyze data is critical to Whitestone’s success. However, much of the analysis is currently done in an unsystematic way. To the best of our knowledge, there are few firms that use algorithms to determine if a company has a predisposition to sell to a qualified buyer. 

Whitestone has made a focused effort over the last two years to assemble a definitive database of enterprises that participate within Whitestone’s Market Sector. Utilizing and supplementing Whitestone’s database, it is Whitestone’s strategic intent to develop predictive algorithms that will provide leading indicators of a company’s predisposition to entertain an acquisition offer. Our Capstone project will complement and supplement Whitestone’s interest in this project. 

Our Capstone Project will focus on identifying structured and unstructured databases and developing algorithms that will provide the M&A practitioner some insight as to whether a closely held enterprise would be predisposed to entertain an offer to acquire their company. Many other potential insights could be realized. However, we will start with identifying sellers in a narrow industrial market niche: the fluid power, motion control, and automation markets. 
  • Develop a database procurement strategy within Whitestone’s targeted markets.
  • Help Whitestone secure that data (a make, buy decision). 
  • Identify the leading indicators of companies that would entertain an overture for sale. (An example of this could be the age of critical stakeholders.) 
  • Create an algorithm to identify companies that would entertain an overture for their sale. 

Preferred qualifications of student team members:
  • Entrepreneurial mindset 
  • Data procurement and analytical skills
  • Project management skills 
  • Insight into behavioral economic and macroeconomic drivers 
  • Programming ability 
Project Synopsis: Activities/Actions Required
Project Synopsis: Expected Results

Project Timeline

Touchpoints & Assignments Date Type

First Day of Classes

Sep 01 2022 Reminder

COPA Office Resources

Sep 01 2022 Reminder

Initial Team Meetings

Sep 06 2022 Reminder

Program Manager Outreach

Sep 16 2022 Reminder

Temperature Check #1

Oct 07 2022 Submission Required

Midterm Presentations

Oct 17 2022 Event

Midterm Presentation Submission

Oct 28 2022 Submission Required

Temperature Check #2

Nov 11 2022 Submission Required

Final Presentations

Dec 05 2022 Event

Looking to update your resume?

Dec 22 2022 Not Required

Post Engagement Survey

Dec 22 2022 Submission Required

Final Presentation Submission

Jan 09 2023 Submission Required

Program Managers

Name Organization
Christina Alwell Herbal Vineyards