About

Vector Advisory is the go-to partner for private equity firms, family offices, and their portfolio companies. We provide cross-functional leadership to drive successful merger and acquisition integration and portfolio company on-boarding. We also deliver best practice solutions across the office of the CFO, providing interim management and financial transformation services to optimize accounting transaction processing and financial reporting.
 

At Vector we are passionate about our clients’ businesses and we pride ourselves on meeting our commitments to service, timelines, and quality. Our clients appreciate the attention to relationship-building and teaming through delivery. We don’t just show the way, we guide, support, and perform the work alongside our clients.

Our advisory solutions target growth companies and middle-market businesses that have been priced out by the bigger firms.

Our professionals have diverse experience, including professional services delivery at Big 4 to boutique advisory consulting firms as well as industry leadership experience ranging from start-ups to large multi-national businesses. This breadth of knowledge means we deliver better practices, tailored to our clients.

Vector Advisory Team Photo

Vision & Mission

Vision

To be the go-to partner for business owners
and private equity sponsors to advise on and institute solutions that accelerate value
capture that endures.

Mission

To cost-effectively equip small- to mid-size businesses to successfully navigate through their most complicated and transformative issues, delivering the best client service experience.

Our Core Pillars

Creates positive and meaningful impacts to our clients, our firm, and our communities

Partners authentically with empathy in unprecedented times

Invests in our people to deliver the right team with pertinent skill, dependability, and integrity

Goes the extra mile. Exceed expectations every time is our mantra

Welcomes obstacles. Resolves promptly, precisely, professionally

The go-to partner for private equity firms, family offices, and their portfolio companies

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.

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.

Some of the Industries we Serve

Banking

Real Estate & Construction

Industrial Services

Business Services

Transportation & Logistics

Aerospace & Defense

Healthcare

Manufacturing

Impact Stories

 See the results we achieve

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.

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“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.

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Integration Planning Assessment