Project Title: Whitestone Analytics: The Future of M&A Advisory Services

Whitestone Associates

Details
Project Title Whitestone Analytics: The Future of M&A Advisory Services
Project Topics Data Management Mergers & Acquisitions Research & Development
Skills & Expertise
Project Synopsis: Challenge/Opportunity
This Industry Capstone Program project is with the company Whitestone Analytics and the corporate partner is Frank Gallucci. The faculty advisor is Professor Zachary Feinstein.


Whitestone Analytics is a boutique investment banking firm specializing in the buying and selling of industrial companies in the fluid power, motion control, and automation markets.

The ability to analyze data is critical to Whitestone’s success. However, much of the analysis is currently done in an unsystematic way. To the best of our knowledge, there are few firms that use algorithms to determine if a company has a predisposition to sell to a qualified buyer.

Whitestone has made a focused effort over the last few years to assemble a definitive database of enterprises that participate within Whitestone’s Market Sector. Utilizing and supplementing Whitestone’s database, it is Whitestone’s strategic intent to develop predictive algorithms that will provide leading indicators of a company’s predisposition to entertain an acquisition offer. Our Capstone project will complement and supplement Whitestone’s interest in this project.
Project Synopsis: Activities/Actions Required
This Capstone project would:
 
Develop a database procurement strategy within Whitestone’s targeted markets.

Help Whitestone secure that data (a make, buy decision).

Clean the obtained data (scraped or purchased) to be useful for further analysis.

Create an algorithm to automate the prior procedures 

Preferred qualifications of student team members:
 
Entrepreneurial mind-set
Data procurement and analytical skills
Project management skills
Insight into behavioral economic and macroeconomic drivers
Programming ability

Open to all programs of study within the School of Business.
Project Synopsis: Expected Results

Project Timeline

Touchpoints & Assignments Date Type

Initial Onboarding Information

Apr 14 2025 Other

Stevens Brand Guidelines

May 19 2025 Other

First Day of Classes & Academic Calendar

May 19 2025 Event

Pre-Kick Off Self Evaluation for Students: Summer 2025

May 30 2025, 23:59 PM Evaluation

Midterm Presentation Information

Jul 07 2025 Other

Midterm Student Temperature Check: Summer 2025

Aug 05 2025, 23:59 PM Evaluation

Midterm Presentation Submission: July 2025

Aug 05 2025, 23:59 PM Other

Final Presentation Information

Aug 26 2025 Other

Final Presentation Submission: August 2025

Aug 29 2025, 23:59 PM EST (UTC-05:00) Action Item

Final Student Temperature Check: Summer 2025

Aug 29 2025, 23:59 PM Evaluation

Program Managers

Name Organization

Teams

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No Teams Available