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
For more information about this corporate partner, please visit: https://whitestone.net/
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| Project Synopsis: Activities/Actions Required | TBD
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| Project Synopsis: Expected Results | TBD
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Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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Industry Capstone Program Application Details |
Aug 11 2023 EST (UTC-05:00) | Project Milestone |
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Industry Capstone Program Webpage |
Sep 01 2023 EST (UTC-05:00) | Other |
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First Day of Classes & Academic Calendar |
Sep 01 2023 EST (UTC-05:00) | Project Milestone |
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Stevens Brand Guidelines |
Sep 01 2023 EST (UTC-05:00) | Other |
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September 2023: Initial Student Evaluation #1: FOR ALL STUDENTS |
Oct 03 2023, 23:59 PM EST (UTC-05:00) | Evaluation |
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Midterm Presentation Submission |
Nov 10 2023, 23:59 PM EST (UTC-05:00) | Project Milestone |
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Student Temperature Check |
Nov 10 2023, 23:59 PM EST (UTC-05:00) | Evaluation |
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Final Presentation Submission |
Dec 22 2023, 23:59 PM EST (UTC-05:00) | Project Milestone |
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Industry Mentor Post-Engagement Team Assessment Form |
Dec 22 2023, 23:59 PM EST (UTC-05:00) | Evaluation |
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Student Post-Engagement Self-Assessment Form |
Dec 22 2023, 23:59 PM EST (UTC-05:00) | Evaluation |
Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| Whitestone Associates: Spring 203 | Whitestone Analytics: The future of M&A Advisory Services | |
| Fall 2023: Whitestone Associates | Whitestone Analytics: The future of M&A Advisory Services |
