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News & Insights

Vector Advisory Announces Hire of LeAnne Perrine

Wednesday, 14 April 2021 |
Fort Lauderdale, FL- Vector Advisory is pleased to announce the appointment of LeAnne Perrine as a Director in the firm's quickly growing advisory practice. LeAnne brings over 15 years of experience helping companies with financial and operational improvements as well as providing risk management and compliance services.  LeAnne's background includes Big 4 experience in addition to successfully performing in leadership roles at global financial services institutions.   Her proven commitment to client collaboration and leadership spans accounting, finance, operations, information systems, and compliance across a variety of industries, including financial services, hospitality, healthcare, retail, and industrial…

Meridian Realty Management Selects Vector for Accounting Advisory

Thursday, 01 April 2021 |
  Vector Advisory is excited to announce that the firm was engaged by David Burgess, Founder and President of Meridian Realty Management to provide accounting advisory services for a specialized project requiring a high level of skill and expertise.  Meridian Realty Management is an outstanding source of full scope property management services for medical, retail, commercial, industrial, residential and association properties in greater Fort Lauderdale.  Mr. Burgess stated that he selected Vector Advisory because this project’s outcome, and the reliability of the work and quality of deliverables, was critical to a successful resolution and he…

Vector Advisory Offers Complimentary M&A Integration Planning Tool

Monday, 15 March 2021 |
FORT LAUDERDALE, FL (March 16, 2021) Growth and middle market focused consulting firm, Vector Advisory Services, has created a tool to assist business owners and sponsors in evaluating the important aspects of integrating businesses through mergers and acquisitions (M&A), helping support success. Shelby Faubion, Founder and Managing Partner of Vector says, “Integrating businesses successfully can be very challenging. That is why I co-developed this 25-point assessment tool with Rohit Bassi, an experienced investor and operator both in early and growth stage companies, to help buyers strategically identify areas of focus and value for the business…

West Coast Environmental Chemical Corporation Engages with East Coast Vector for Accounting Advisory Services

Wednesday, 10 February 2021 |
Environmental Chemical Corporation (ECC) engaged with Vector Advisory, a boutique M&A and Accounting Advisory consultancy, for accounting advisory services to support a critical initiative. Brad Graham, CFO of Burlingame, CA-based ECC selected Vector based upon prior experience with Vector’s Managing Partner, Shelby Faubion.  “Even though Vector Advisory is located in Southeast Florida, I chose them to assist with this effort because the virtual working environment amid the COVID-19 pandemic really has brought down location barriers and simply put – I needed a partner I could depend on. Having previously worked with Shelby at a former company, I knew…

The Great and Bad of 2020

Tuesday, 29 December 2020 |
The year 2020 was not what most of us had hoped for or expected. Many experienced financial hardships or worse - other personal losses that reset priorities and tested the stuff we are made of. Some businesses thrived, while others struggled to survive or closed down altogether. Business owners that were able to survive took steps that demonstrated compassion for their teams and innovation for their business. The innovation was represented in cost-cutting, cash management measures, and investment that added resilience for the business that will benefit them for years to come. As one year…

Vector Advisory Launches Providing “Big 4” Experience Priced for the Small- to Mid-Sized Business

Saturday, 05 December 2020 |
A new boutique consulting firm launching today will provide action-oriented business advisory services to business owners and private equity or family office sponsors and their portfolio companies. FORT LAUDERDALE, Fl (December 8, 2020) – Vector Advisory, a newly formed advisory services firm today announces its official launch to provide solutions that help drive successful outcomes for mergers and acquisitions (“M&A”) as well as services that optimize the office of the CFO. These services will be delivered by seasoned professionals with broad financial and operational experience in a manner that is highly collaborative, and relationship focused.…