About Us
Who We Serve
Avanta Group is built by former operators and integration leaders with deep experience supporting Private Equity portfolio companies.
Our team brings hands-to-keyboard execution capability across integration management, operational improvement, and technology enablement.
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.
We work with Private Equity funds, operating partners and PE-nacked CEOs leading portfolio companies through acquisition-driven change.
Our focus is on lower-middle-market and middle-market businesses.
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
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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