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

Vendor Portal Assessment

Service(s) Provided: Enterprise Application Advisory

During his first sixty (60) days on the job, a new Chief Information Officer (CIO) heard multiple complaints about the…

Read More

Software Selection

Service(s) Provided: Enterprise Application Advisory

Vector was engaged to help a client move from casual shopping for new CRM and ERP …

Read More

Testimonials

 Check out what our previous clients say about us

Recent News

Consulting news from the pros

Lessons Learned After 50+ Successful Integrations 

Growth through acquisition is a high-risk, high-reward journey. Most business leaders understand that prioritizing cost and revenue synergies during integration can drive significant increases in value — often exponential. While closing the deal is like a map filled with targets to hit along the way, there’s no predicting the twists and turns your integration path will take. Yet, when integration is poorly executed, both the acquirer and the acquired can experience a degradation in value that could take years to recover from. 

Read More

Get In Touch
With Us

We look forward to speaking with you

Let's talk

Integration Planning Assessment