About Us

Avanta Group is a consulting firm engineered for one mission: to help investment-backed companies accelerate valuation growth through intelligence-driven performance.

We partner with private equity and micro-cap firms to turn ambition into measurable enterprise value—integrating AI, analytics, and automation directly into the fabric of business operations. Our approach moves beyond traditional consulting by designing intelligent systems that learn, adapt, and scale as fast as your growth targets demand.

Where others deliver reports, we build infrastructure. Where others analyze, we operationalize. AvantaGroup.AI transforms data into decision velocity, process into precision, and technology into sustained valuation impact.

We exist to make intelligence the defining advantage of every company we serve—because in today’s market, intelligent performance isn’t optional. It’s the new standard for value creation.

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

Schedule a Call

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.

Want More Insights that Drive Value Creation?

Sign-up for Our Newsletter to get case studies, value creation strategies,
and market insights delivered monthly.

SIGN UP FOR OUR NEWSLETTER

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.