Project Title: Whitestone Analytics: The future of M&A Advisory Services
Whitestone Associates
| Details | |
|---|---|
| Project Title | Whitestone Analytics: The future of M&A Advisory Services |
| Project Topics | Data Management Mergers & Acquisitions Research & Development |
| Skills & Expertise | |
| Project Synopsis: Challenge/Opportunity | Our Capstone Project will focus on identifying structured and unstructured databases and scraping relevant data that will provide the M&A practitioner some insight as to whether a closely held enterprise would be predisposed to entertain an offer to acquire their company. Many other potential insights could be realized. However, we will start with identifying sellers in a narrow industrial market niche: the fluid power, motion control, and automation markets. Overview: Whitestone Associates is a boutique investment banking firm specializing in the buying and selling of industrial companies in the fluid power, motion control, and automation markets. Frank Gallucci, this project’s advocate, is its founder. The ability to analyze data is critical to Whitestone’s success. However, much of the analysis is currently done in an unsystematic way. To the best of our knowledge, there are few firms that use algorithms to determine if a company has a predisposition to sell to a qualified buyer. Whitestone has made a focused effort over the last two years to assemble a definitive database of enterprises that participate within Whitestone’s Market Sector. Utilizing and supplementing Whitestone’s database, it is Whitestone’s strategic intent to develop predictive algorithms that will provide leading indicators of a company’s predisposition to entertain an acquisition offer. Our Capstone project will complement and supplement Whitestone’s interest in this project. This Team Will: • Develop a database procurement strategy within Whitestone’s targeted markets. • Help Whitestone secure that data (a make, buy decision). • Clean the obtained data (scraped or purchased) to be useful for further analysis. • Create an algorithm to automate the prior procedures Time and Structure: • It is likely this project would take several Capstone classes to complete • It is unclear at this point if this initiative will be embedded in a standalone company or will be an extension of Whitestone associates. Preferred qualifications of student team members: • Entrepreneurial mind-set • Data procurement and analytical skills • Project management skills • Insight into behavioral economic and macroeconomic drivers • Programming ability Preferred Skills/Qualifications: - Students enrolled in the Information Systems or Analytics Programs (but open to all graduate students in the School of Business) - Students who have taken/passed BIA 660 (Web Mining)
For more information about this corporate partner, please visit: https://whitestone.net/
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| Project Synopsis: Activities/Actions Required | TBD
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| Project Synopsis: Expected Results | TBD
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Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
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Initial Onboarding Information |
Jan 02 2024 EST (UTC-05:00) | Other |
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First Day of Classes & Academic Calendar |
Jan 17 2024 EST (UTC-05:00) | Event |
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Stevens Brand Guidelines |
Jan 17 2024 EST (UTC-05:00) | Other |
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Industry Capstone Program Webpage & Resources |
Jan 17 2024 EST (UTC-05:00) | Other |
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Student Pre-Kick-off Self-Assessment Form |
Feb 10 2024, 23:59 PM EST (UTC-05:00) | Evaluation |
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Student Temperature Check |
Feb 23 2024, 23:59 PM EST (UTC-05:00) | Evaluation |
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Midterm Presentation Information |
Mar 18 2024 EST (UTC-05:00) | Other |
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Midterm Presentation Submission |
Apr 01 2024 EST (UTC-05:00) | Action Item |
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Final Presentation Information |
Apr 01 2024 EST (UTC-05:00) | Other |
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Student Temperature Check |
Apr 05 2024, 23:59 PM EST (UTC-05:00) | Evaluation |
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Final Presentation Submission |
May 14 2024 EST (UTC-05:00) | Action Item |
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Student Post-Engagement Self-Assessment Form |
May 14 2024, 23:59 PM EST (UTC-05:00) | Evaluation |
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Industry Mentor Post-Engagement Team Assessment Form |
May 17 2024, 23:59 PM EST (UTC-05:00) | Evaluation |
Program Managers
| Name | Organization |
|---|---|
| Kate Marsden | Stevens Institute of Technology, School of Business Industry Capstone Program |
Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| Whitestone Associates: Spring 2024 | Whitestone Analytics: The future of M&A Advisory Services | |
| Whitestone Associates | Whitestone Analytics: The future of M&A Advisory Services |
