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.

  • 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.

  • 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.

  • 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.

  • 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.

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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.

Schedule a Consultation Today