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.
Preferred qualifications of student team members:
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| Project Synopsis: Activities/Actions Required | |
| Project Synopsis: Expected Results |
Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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First Day of Classes |
Sep 01 2022 | Reminder |
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COPA Office Resources |
Sep 01 2022 | Reminder |
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Initial Team Meetings |
Sep 06 2022 | Reminder |
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Program Manager Outreach |
Sep 16 2022 | Reminder |
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Temperature Check #1 |
Oct 07 2022 | Submission Required |
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Midterm Presentations |
Oct 17 2022 | Event |
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Midterm Presentation Submission |
Oct 28 2022 | Submission Required |
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Temperature Check #2 |
Nov 11 2022 | Submission Required |
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Final Presentations |
Dec 05 2022 | Event |
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Looking to update your resume? |
Dec 22 2022 | Not Required |
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Post Engagement Survey |
Dec 22 2022 | Submission Required |
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Final Presentation Submission |
Jan 09 2023 | Submission Required |
Program Managers
| Name | Organization |
|---|---|
| Christina Alwell | Herbal Vineyards |
