The go-to partner For private equity firms, family offices, and their portfolio companies
ACCELERATING VALUE CREATION THROUGH EXPERT M&A INTEGRATION AND PROVEN FINANCIAL LEADERSHIP
Proud to Serve:






Trusted Partner
We are proud to serve some of the most innovative Private Equity firms, known for their focus, support, and strategic capabilities to help grow businesses.



Vector Advisory Named M&A Consulting Firm of the Year by The M&A Advisor.
Read more about the 23rd Annual M&A Advisor Awards here!
Vector Advisory Named in the Top 10 of South Florida's Fastest-Growing Companies by the South Florida Business Journal for the second year in a row.
Read more about the Fastest Growing Under 25 List here!
Our Services
We offer a comprehensive suite of solutions to help our clients navigate through their most transformative issues & initiatives
The Vector Advisory Integration Assessment Tool
We invite you to download our complimentary 25-point assessment tool to help buyers strategically identify areas of focus and required resources to successfully integrate a business across the five functional pillars of any business.

Impact Stories
See the results we achieve

Driving Scalable Growth Through Strategic Finance and Integration in the Pet Hospitality Sector
Service(s) Provided: Enterprise Application Advisory
Vector was engaged to help a client move from casual shopping for new CRM and ERP …

CFO Advisory and System Integration: Medical MSO
Service(s) Provided: Enterprise Application Advisory
Vector was engaged to help a client move from casual shopping for new CRM and ERP …

Software Selection
Service(s) Provided: Enterprise Application Advisory
Vector was engaged to help a client move from casual shopping for new CRM and ERP …
Testimonials
Check out what our previous clients say about us



Recent News
Consulting news from the pros
Driving Post-Close Success through IMO Leadership
This article explains the critical role of an Integration Management Office (IMO) in ensuring successful mergers and acquisitions. It highlights how Vector Advisory structures their IMO around six key principles—strategic alignment, project governance, resource allocation, risk management, stakeholder communication, and performance monitoring—to help companies achieve integration objectives and capture transaction value. The approach emphasizes the shift from M&A failure rates of 70% two decades ago to today’s 70% success rate, largely due to sophisticated integration methodologies.
What PE Firms Really Want from Their Portfolio Companies’ Finance Teams
This article breaks down the 5 essential capabilities PE sponsors expect from their finance functions, from actionable reporting to execution support during M&A.
“Moneyball” and the Mechanics of Change: A Case Study Through Kotter’s 8-Step Model
This article draws parallels between Billy Beane’s revolutionary Moneyball approach in baseball and successful M&A integration, using John Kotter’s 8-Step Change Model to illustrate how data-driven transformation can disrupt traditional practices. Vector Advisory views M&A as a strategic pivot point requiring clear vision, agile governance, and cross-functional alignment—not just capturing synergies but embedding new ways of operating to redefine culture and outperform legacy expectations.