Securing Value

• Profitability Improvement / Value Enhancement
• Mergers & Acquisitions – Quality of Earnings / Sell Side Preparation
• Post-Acquisition Working Capital / Earnout Disputes Resolution
• Corporate Governance, Interim C-Suite & CFO Services
• Distressed – Operational Turnarounds & Financial Restructuring

Merger Announcement

January 17, 2023

Newport Beach, CA – Avant Advisory Group (https://www.avantadvisory.com/) announces that Analysis Team, Inc. (https://analysisteam.com/) has merged its practice into Avant as of January 2023.

For 27 years, Analysis Team, Inc. has deployed software solutions that support business performance analysis, financial planning, forecasting, and management reporting, helping clients to drive strategic growth and increase profitability.  Since its founding in Silicon Valley in 1995, Analysis Team has been working with finance departments and senior management of middle-market and large, multi-billion-dollar companies, offering advisory and project management services as well as well as full-service turn-key implementation and support of software solutions.

Analysis Team’s technical expertise includes database, analytics, and planning applications from leading software vendors.  Building on its successful Oracle Essbase and Hyperion practice, the firm is also a certified Workday Channel Partner focused on the implementation of Adaptive Planning (formerly Adaptive Insights) and has recently signed a partnership with Prophix.

Analysis Team clients have included recognized industry names such as Toyota, Gap, Panda Restaurant Group, Starbucks, Super Micro Computer, Banc of California, First Republic Bank, and many other dynamic, middle-market companies across multiple industries.

Dave Stark, Analysis Team’s founder and former President, has joined Avant Advisory Group to continue to expand the practice and integrate it with Avant’s existing services, particularly by providing insightful data analysis and financial planning solutions to help clients increase profitability, cash flows, EBITDA, and valuations.

“I am very happy to join Avant Advisory Group and be part of such a high-caliber and accomplished team of professionals,” Dave Stark said.  “It has been my goal to bring together technology, analytics, and financial best practices to deliver integrated solutions that drive profitability and growth for clients. Being an Avant Managing Director and Practice Leader is a great way to accomplish this.”

Jim Davidson, Founder and President of Avant Advisory Group, said: “I’m honored that Dave Stark, the consummate professional with superb experience and expertise working with some of the nation’s most prestigious corporations, has joined Avant. Dave brings Analysis Team’s impressive capabilities, clients, and strategic partnerships to combine with Avant’s. Together, we are driven to bringing value that is beyond exceptional to our clients.”

About Avant Advisory Group

Avant Advisory Group is a premier, operationally focused financial advisory and management consulting firm. We focus on middle-market companies by combining our financial and operating skills with Big 4 firm and senior management industry experience to identify and implement value opportunities that increase cash flow, profitability, and EBITDA. Clients find our financial guidance and operational expertise particularly valuable during periods of transition.

We concentrate on adding value through profitability improvement, deep operational turnarounds, financial restructuring, integration of financial planning and analysis solutions, interim management, forensic, investigative, dispute resolution services, and M&A transaction advisory. See more information about Avant Advisory at www.avantadvisory.com.

For more information about the merger or Avant Advisory Group, please contact James F. Davidson, CM&AA, CM&AP, CTP, CIRA, CPA, CFF, CFE, CGMA, CBA at jdavidson@avantadvisory.com or (949) 417-5708, or Dave Stark at dstark@avantadvisory.com or (818) 968-6285.

Avant is Christian-based and serves God and our clients with the highest honor and integrity.

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