The Anatomy of a Successful Middle-Market Deal: Why Financial & Operational Due Diligence Matters
July 23, 2026
In Los Angeles, CA and across Southern California, mergers and acquisitions in the middle market move fast. Buyers, private equity firms, and family offices face intense competition for quality targets. Speed, however, is exactly where…
SFNet SoCal FREE Sponsor Webinar Case Study: “Lessons & Warnings from the Wreckage: What a Flawed Quality of Earnings (“Q of E”) Can Teach Lenders & Investors”
November 7, 2025
Thank you to everyone who joined Avant® Advisory Group and SFNet SoCal for our recent webinar, “Lessons & Warnings from the Wreckage: What a Flawed Quality of Earnings (“Q of E”) Can Teach Lenders & Investors.” We appreciated the…
Case Study: A Middle Market Autopsy, Mistakes Made; Lessons Learned
February 27, 2025
In this RMA OC educational workshop, Jim Davidson President and Founder of Avant® Advisory Group, an operationally focused financial advisory and management consulting firm, provides an in-depth investigation into the warning signs for Middle Market lenders and investors to consider.…
Downloadable Content Available from the FEA Webinar: Pitfalls, Risks, and Deal Breakers Surfaced (or Should Have Been) by a Quality of Earnings Analysis
April 24, 2023
Gain free access to educational material from the FEA Webinar: Pitfalls, Risks, and Deal Breakers Surfaced (or Should Have Been) by a Quality of Earnings Analysis Key Takeaways: Critical differences between Quality of Earnings (“Q…
Opus Connect – Los Angeles
December 10, 2020
Los Angeles Deal Connect: Investment Bankers
Opus Connect – San Francisco
October 18, 2020
San Francisco Deal Connect: Investment Bankers
2017 Year in Review
February 27, 2018
Thank you to all the clients we proudly served in 2017.Download Avant® Advisory Group 2017 Year in Review.
