About
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.
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
Implementing Ramp for Pest Control Operations
Service(s) Provided: Enterprise Application Advisory
Vector was engaged to help a client move from casual shopping for new CRM and ERP …
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 …
Testimonials
Check out what our previous clients say about us
Recent News
Consulting news from the pros
AI in the CFO Suite: What’s Real vs. What’s Just Hype
Artificial intelligence (AI) is everywhere, but what’s delivering value in finance? And what’s just marketing fluff? For CFOs bombarded with vendor promises and board pressure to “get smart with AI,” here’s a reality check on where AI is working and where it isn’t.
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.