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 | |
| Skills & Expertise | |
| Project Synopsis: Challenge/Opportunity |
Whitestone Associates/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. This project will focus on identifying structured and unstructured databases and scraping relevant data that will provide the M&A practitioner some insight as to whether a closely held enterprise would be predisposed to entertain an offer to acquire their company. Many other potential insights could be realized. However, we will start with identifying sellers in a narrow industrial market niche: the fluid power, motion control, and automation markets.
The corporate partner is Frank Gallucci who brings over 25 years of global business proficiency, financial transactions on five continents, and successful transactions with international Fortune 500 companies to his role as Whitestone’s Senior Managing Director. His expertise in acquisitions, divestitures, and capital funding for small to mid-sized clients benefit the domestic and international niche markets in which Whitestone caters. |
| Project Synopsis: Activities/Actions Required | Whitestone Associates is a boutique investment banking firm specializing in the buying and selling of industrial companies in the fluid power, motion control, and automation markets. Frank Gallucci, this project’s advocate, is its founder. 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. Key activities for this project will include, but are not limited to: • 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 Preferred Majors, but open to all students within the School of Business. |
| Project Synopsis: Expected Results |
Project Timeline
| Touchpoints & Assignments | Date | Type |
|---|---|---|
|
Getting Started: Complete Your Student Onboarding Form |
Aug 27 2025, 17:00 PM EST (UTC-05:00) | Action Item |
|
Welcome to the Fall 2025 Industry Capstone Program! |
Sep 02 2025 | Project Milestone |
|
Academic Calendar |
Sep 02 2025 | Other |
|
Fall 2025 Midterm Student Self Reflection |
Nov 07 2025, 23:59 PM EST (UTC-05:00) | Evaluation |
|
Fall 2025 Midterm Presentation |
Nov 07 2025, 23:59 PM EST (UTC-05:00) | Project Milestone |
|
Fall 2025 Final Presentation |
Dec 19 2025, 23:59 PM EST (UTC-05:00) | Project Milestone |
|
Fall 2025 Final Self Reflection |
Dec 19 2025, 23:59 PM EST (UTC-05:00) | Evaluation |
Program Managers
| Name | Organization |
|---|
Teams
| Team Name | Project Name | Team Members |
|---|---|---|
| Whitestone Analytics: Fall 2025 Team | Whitestone Analytics: The Future of M&A Advisory Services |
