About Us

Avanta Group is the execution partner for Private Equity-backed companies and growth-minded businesses seeking rapid valuation uplift. We bring structure, speed, and expertise to integration, optimization, and technology enablement—delivering measurable ROI and sustainable competitive advantage.

Our work is amplified by AI: we use intelligent tools and AI agents to streamline business integrations, uncover hidden risks, automate reporting, and surface insights that drive sharper decisions. By combining seasoned leadership with AI-enabled execution, Avanta Group accelerates results and equips companies with scalable foundations for long-term growth.

Experts

Our leadership team has over 120 years of combined experience in SaaS, PaaS, B2B services, franchising, and healthcare. We have led integrations, platform optimizations, and technology initiatives for 120+ projects with 28 firms in the past 4 years. Our senior team includes subject matter experts in:

  • Enterprise CRM Systems: Salesforce, HubSpot, Marketo & others

  • Financial ERP Systems: Oracle NetSuite, Sage Intacct & Deltek Ajera

  • Business Intelligence Tools, Dashboards & Data Analytics

  • IT Security, Compliance, HITRUST & HIPAA, & Cloud Infrastructure

  • Modern Customer Success Solutions and Retention Strategies

  • AI Readiness, Security, AI Implementation, & Custom Development

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Relationship Building Collaboration

We value long-term partnerships over transactional engagements.

  • Aligning with your leadership’s vision before execution begins

  • Delivering transparency in reporting and measurable performance metrics

  • Embedding with your teams to ensure capability transfer and adoption

  • Maintaining trusted relationships beyond project close for ongoing guidance

Our repeat client rate is among the highest in the industry, with PE firms and portfolio companies returning for multiple engagements year after year.

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Stay ahead of the curve with actionable frameworks, proven playbooks, and insights from Avanta Group’s work across SaaS, healthcare, franchising, and B2B services—all designed to help you scale smarter and create lasting value.