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 Business Analysis & Strategy Data Analytics
Project Synopsis: Challenge/Opportunity
Our Capstone 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.

Company Overview & Additional Project Details:

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 two 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.

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 
For more information about this corporate partner, please visit: https://whitestone.net/
Project Synopsis: Activities/Actions Required
TBD
Project Synopsis: Expected Results
TBD

Project Timeline

Whitestone Associates - Whitestone Analytics: The future of M&A Advisory Services
Due Date
Activities
Deliverables
Status
Action
Fri, 08/11/23
12:00 AM EST (UTC-05:00)
Industry Capstone Program Application Details
The application for the Fall 2023 Semester will open on Thursday, July 27th and close on Friday, August 11th. All matched students will receive their project team and be registered for the correct course section of MGT 809 via Workday before September 1st. For any additional questions, please email christina.alwell@stevens.edu for support.
No Deliverables
No deliverables are required for this action item.
Guiding Questions:
The application for the Fall 2023 Semester will open on Thursday, July 27th and close on Friday, August 11th. All matched students will receive their project team and be registered for the correct course section of MGT 809 via Workday before September 1st. For any additional questions, please email christina.alwell@stevens.edu for support.
Fri, 09/01/23
12:00 AM EST (UTC-05:00)
Industry Capstone Program Webpage
No Deliverables
No deliverables are required for this action item.
Description:
https://www.stevens.edu/industry-capstone
Fri, 09/01/23
12:00 AM EST (UTC-05:00)
First Day of Classes & Academic Calendar
The first day of classes for the Fall 2023 Semester is Friday, September 1st. Please note that no classes will be held/offices are closed on Monday, September 4th. All students will begin working with their project teams starting Tuesday, September 5th. Please see attached (PDF) for the academic calendar for 2023-24.
No Deliverables
No deliverables are required for this action item.
Guiding Questions:
The first day of classes for the Fall 2023 Semester is Friday, September 1st. Please note that no classes will be held/offices are closed on Monday, September 4th. All students will begin working with their project teams starting Tuesday, September 5th. Please see attached (PDF) for the academic calendar for 2023-24.
Fri, 09/01/23
12:00 AM EST (UTC-05:00)
Stevens Brand Guidelines
No Deliverables
No deliverables are required for this action item.
Description:
The Stevens Brand Guidelines webpage is a helpful resource to utilize throughout the semester!

https://www.stevens.edu/brandguide

Feel free to download a virtual background (from this webpage) to utilize for Zoom meetings with your faculty advisor, student team, and corporate partner(s).

Please download the PowerPoint Presentation Templates for your midterm and final presentations. Christina Alwell will also contact each MBA Lead, prior to these presentations, with instructions & specifics.
Tue, 10/03/23
11:59 PM EST (UTC-05:00)
September 2023: Initial Student Evaluation #1: FOR ALL STUDENTS
Required Evaluation
Evaluation submission is required.
Description:
Throughout the semester, students are asked to complete surveys to evaluate their experience in the Industry Capstone Program. This initial survey is an opportunity for you to evaluate the project team & your experience, thus far, and provide our Graduate Management Team with valuable feedback.

CLICK HERE to complete this survey. 

Christina Alwell will email all students on September 26th with the survey. Questions or concerns? Email businessprojects@stevens.edu
Fri, 11/10/23
11:59 PM EST (UTC-05:00)
Midterm Presentation Submission
Required Deliverable
Please have one person per team (MBA Lead) upload a copy of your midterm presentation here.
Required Deliverable
Deliverable submission is required.
Guiding Questions:
Please have one person per team (MBA Lead) upload a copy of your midterm presentation here.
Fri, 11/10/23
11:59 PM EST (UTC-05:00)
Student Temperature Check
Required Evaluation
Evaluation submission is required.
Description:
Post-Midterm Temperature Check Survey

All Industry Capstone Program students are encouraged to complete surveys, via CapSource, throughout the semester. These surveys help provide our Graduate Management Team with important feedback about the course and overall experience.

If you have any questions, please do not hesitate to contact our team at businessprojects@stevens.edu for support. 
Fri, 12/22/23
11:59 PM EST (UTC-05:00)
Final Presentation Submission
Required Deliverable
Required Deliverable
Deliverable submission is required.
Deliverable Instructions:
Please have one person per team (MBA Lead) upload a copy of your final presentation here.
Fri, 12/22/23
11:59 PM EST (UTC-05:00)
Industry Mentor Post-Engagement Team Assessment Form
Required Evaluation
Evaluation submission is required.
Description:
Thank you for participating in our Industry Capstone Program, this Fall 2023 Semester. If interested, please complete the following survey to describe your experience. If you have any questions or additional feedback, please contact our team at businessprojects@stevens.edu for support. Wishing you a great holiday season!
Fri, 12/22/23
11:59 PM EST (UTC-05:00)
Student Post-Engagement Self-Assessment Form
Required Evaluation
Evaluation submission is required.
Description:
All Industry Capstone Program students are encouraged to complete surveys, via CapSource, throughout the semester. These surveys help provide our Graduate Management Team with important feedback about the course and overall experience.

If you have any questions, please do not hesitate to contact our team at businessprojects@stevens.edu for support.