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 Data Management Mergers & Acquisitions Research & Development
Skills & Expertise Business Analysis & Strategy Data Analytics
Project Synopsis: Challenge/Opportunity
Our Capstone Project will focus on identifying structured and unstructured databases and scraping relevant data 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.

Company Overview & Additional Project Details:

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.

This Capstone project would:
 
•       Develop a database procurement strategy within Whitestone’s targeted markets.

•       Help Whitestone secure that data (a make, buy decision).

•       Clean the obtained data (scraped or purchased) to be useful for further analysis.
•       Create an algorithm to automate the prior procedures 

Preferred qualifications of student team members:
 
•       Entrepreneurial mind-set

•       Data procurement and analytical skills

•        Project management skills

•        Insight into behavioral economic and macroeconomic drivers

  • Programming 
For more information about this corporate partner, please visit: https://whitestone.net/
Project Synopsis: Activities/Actions Required
TBD
Project Synopsis: Expected Results
TBD

Project Timeline

Touchpoints & Assignments Date Type

Industry Capstone Program Application Details

Aug 11 2023 EST (UTC-05:00) Project Milestone

Industry Capstone Program Webpage

Sep 01 2023 EST (UTC-05:00) Other

First Day of Classes & Academic Calendar

Sep 01 2023 EST (UTC-05:00) Project Milestone

Stevens Brand Guidelines

Sep 01 2023 EST (UTC-05:00) Other

September 2023: Initial Student Evaluation #1: FOR ALL STUDENTS

Oct 03 2023, 23:59 PM EST (UTC-05:00) Evaluation

Midterm Presentation Submission

Nov 10 2023, 23:59 PM EST (UTC-05:00) Project Milestone

Student Temperature Check

Nov 10 2023, 23:59 PM EST (UTC-05:00) Evaluation

Final Presentation Submission

Dec 22 2023, 23:59 PM EST (UTC-05:00) Project Milestone

Industry Mentor Post-Engagement Team Assessment Form

Dec 22 2023, 23:59 PM EST (UTC-05:00) Evaluation

Student Post-Engagement Self-Assessment Form

Dec 22 2023, 23:59 PM EST (UTC-05:00) Evaluation