Advisory Services
Accelerate Value. Reduce Risk. 
Deliver Results.
Avanta Group , we help companies—whether newly acquired by Private Equity or privately held—unlock growth potential, professionalize operations, and scale for maximum valuation. Our track record: 120+ projects for 28 Portfolio Companies in the past four years, delivering 3–5x ROI and measurable EBITDA growth.
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Seamless execution is the fastest route to measurable results. We embed alongside your leadership team, providing the resources, accountability, and structure to implement change that sticks.
We deliver:
Integration Management Office to oversee all workstreams
Day-One readiness and 30/60/100-day execution plans
Tech stack implementations for CRM, ERP, marketing automation, HRIS
Organizational design and talent optimization
Change management and training for rapid adoption
Case in point:
For a national accessibility products franchisor, we refined and executed a 100-day plan, migrated ERP and CRM systems, and preserved founder knowledge—enabling scalable expansion and market share growth.
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Technology is no longer just a support function—it’s the growth engine. We assess, modernize, and integrate systems to reduce costs, mitigate risk, and drive competitive advantage.
We provide:
IT infrastructure assessment, modernization, and security
ERP, CRM, and marketing automation selection & implementation
Cloud migrations, integrations, and data management
Compliance, privacy, and risk management frameworks
AI-powered analytics and forecasting tools
Example:
In higher education software, we integrated four acquisitions in under 140 days each—reducing costs by $6M and enabling accurate cross-sell reporting.
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Our proprietary framework aligns people, processes, technology, and data to systematically drive higher exit multiples. We prioritize the levers that impact valuation the most.
Core Levers
IT infrastructure assessment, modernization, and security
ERP, CRM, and marketing automation selection & implementation
Cloud migrations, integrations, and data management
Compliance, privacy, and risk management frameworks
AI-powered analytics and forecasting tools
Example:
In a Police, Fire and First Responder SaaS company we enabled cross-sell upsell functionality in the first 7-weeks of the business integration resulting in 12.5% increase in their sales pipeline.
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We help companies harness Artificial Intelligence to streamline operations, improve decision-making, and create new revenue opportunities—without compromising security or compliance.
Our AI services:
Readiness assessments and business case development
High-ROI operational and customer-facing use case identification
AI-powered analytics, forecasting, and automation tools
Integration into existing workflows
Governance frameworks for responsible AI use
 
Boost Valuation with Ai
Download our latest white paper to discover our practical guide for small and mid-sized businesses on how to choose, implement and protect your Ai Solutions.
Our Track Record
120+ Projects
for 28 Portfolio Companies in the past 4 years
3-5x ROI
with measurable EBITDA growth
Our Clients
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            
              
              
            Let’s Accelerate Your Growth
Whether you’re a portfolio company aiming for a higher exit multiple or a privately held business ready to scale—Avanta Group delivers the structure, expertise, and execution to get you there.