Uncovering Hidden Value That Others Overlook.
We provide financial and operational expertise to move your business forward.
What Our Clients Are Saying
Anthony Nardo, CFO at Reborn Cabinets: “Nothing is Impossible”
Vince Nardo, President at Reborn Cabinets: “A High Value $100+ Million Company”
Anthony Nardo, CFO at Reborn Cabinets: “Even Smart CFOs Benefit”
Gary Mazzone, President at Elite Global Solutions: “Lessons Learned”
Gary Mazzone, President at Elite Global Solutions: “Far Exceeded Expectations”
Avant® Helped Maximize Company Value in Preparing Us for the Acquisition
Anthony Nardo, CFO at Reborn Cabinets: “Success Story”
Explore Your Needs
We begin with an introductory call to explore your current situation. We’ll take the time to understand your concerns, problems, and objectives, allowing us to tailor our approach to your unique situation.
Propose Targeted Solutions
Next, we analyze the situation and offer targeted solutions to achieve your objectives. We propose a project scope, timeline, and an investment estimate so you know what to expect.
Partner for Success
Our team works diligently to execute the strategies outlined in the plan. Avant® Advisory is by your side, providing consistent support, transparent, and open communication.
About us
Avant® Advisory Group provides solutions that establish a path to financial and operational excellence tailored to your needs. You’ll receive the expertise, collaboration, and support necessary to overcome challenges, secure value by helping you achieve your strategic, financial, and operational goals.
How we help
Your Strategic Growth Partner
Avant® Advisory partners with organizations to drive value via strategic growth, operational excellence, and financial success. For over 25 years, our team of credentialed experts has guided companies through periods of change, challenge, and opportunity.
Solving Your Challenges: Unmatched Expertise and Approachability
Securing value in Mergers and Acquisitions: Our team assists in identifying the pros, cons, and risks of mergers and acquisitions. We provide guidance through every step of the process, to ensure a seamless transition and optimal results.
Revitalize and Thrive
We offer distressed or underperforming companies a comprehensive suite of services, including financial restructuring, operational turnarounds, cash flow improvements, revenue enhancements, profitability and performance improvement. Our strategies are designed to drive profitability and increase value strategically, operationally, and financially.
Our service
Merger & Acquisitions
Advisory
We help private equity firms, family offices, and corporate acquirors identify the pros, cons, and risks associated with M&A transactions. We have decades of experience from which our professionals draw to help maximize value while minimizing risk via financial & operational diligence, transaction advisory, & post-merger integration.
CFO Services & C-Suite
Interim Management
We provide interim executives for middle-market companies during transitions. Our services include strategic planning, financial forecasting, performance improvement assessment, and more. Additionally, we assist with accounting documentation and internal control remediation. We provide CRO, CEO, COO, CFO, and other C-suite interim management.
Forensic, Fraud, & Corporate
Investigations
Avant® provides financial forensics, fraud, corporate investigations, and dispute resolution services. Our expert team is comprised of Certified Fraud Examiners and specialty credentialed Forensic CPAs who can provide expert testimony and litigation support as designated federal or state court designated expert witnesses.
Financial Restructuring & Operational Turn Arounds
For distressed or underperforming companies, Avant® Advisory Group offers a comprehensive suite of solutions to revitalize your operations and secure value. We have completed turn arounds and increased profitability / EBITDA, cash flows and valuations for countless companies.
Performance & Profitability
Improvement
We are driven to help middle-market companies improve performance and profitability. Our experienced former executives and credentialed Big 4 consultants provide a three-phased approach: assessment, analysis, program design, and implementation. Using our Avant-Edge™ Profitability/EBITDA Optimizer software, we guarantee profitability and valuation improvement.
Financial Process Transformation
and Analytics
Avant® Advisory understand the complexities of today’s businesses. We provide financial process transformation, analytics, and software solutions. We help businesses increase profitability and identify growth opportunities through well-informed plans, forecasts, and by using our proprietary profitability improvement software.
Who We Serve
Avant® Advisory can support you in multiple areas such as financial restructurings, operational turnarounds, profitability/EBITDA & cash flow improvement, cost reduction, revenue generation, and overall improvement of your business operations. Our certified and highly experienced experts have the experience to guide you forward and achieve success.
We're here for you when you require urgent response and immediate action to secure value. We can assist in the following:
• Distressed – Financial Restructuring & Operational Turnarounds
• Financial Forensics, Fraud, & Corporate Investigations
• Profitability, Performance, & Valuation Improvement
• Consulting or Testifying Expert
• Mergers and Acquisitions
We understand the urgency and time sensitivity of these situations. We aim to provide a highly competent, agile, and efficient team of credentialed experts with decades of experience in multiple areas to cater to your specific needs.
Avant® Advisory is your expert to assist your organization in navigating complex situations such as in mergers & acquisitions, financial distress, or operational problems. Whether you're looking for experienced professionals who can help identify the pros and cons of your M&A transactions, perform operational diligence, or assess financial quality of earnings, we have you covered.
Let's work together.
Avant® Advisory Group partners with investors, capital providers, and other professionals across multiple industries. Our clients include:
• Private Equity Firms
• Banks & Alternative Lenders
• Middle-Market Companies
• Attorneys & Law Firm
• Family Offices
Sometimes the Best Deal May Be the One Not Done!
Purchase Price Reduction Resulting from EBITDA Diligence Adjustments and Working Capital Shortfall.
Documents
Avant® Capabilities
Avant® Distressed – Turnarounds and Restructuring
Avant-Edge™ Profitability/EBITDA Optimizer
News
Jim Davidson of Avant® Advisory Group is featured in Los Angeles Times Banking and Finance: Trends, Updates and Visionaries.
FEA Webinar: Pitfalls, Risks, and Deal Breakers Surfaced (or Should Have Been) by a Quality of Earnings Analysis
Avant® Advisory Group Featured as a 2023 Top 10 Corporate Advisory Services Firm
Connect with us
Are you ready to have us partner with you to secure value? Whether it's severe distress or less than optimal profitability & performance, or an M&A transaction, or you have other business concerns, we're here to help.
Call Us
Los Angeles
213-943-1336
Newport Beach
949-417-5708
Miami
949-417-5708
New York City
914-419-0032
Head Quarters
4000 Macarthur, East Tower, Suite 600Newport Beach, CA 92660United States
Contact Us Today
