Insights

Growing M&A Practice Avant Advisory Group has demonstrated recent expansion through strategic mergers, such as the integration of Centurion 7 Business Advisors, indicating ongoing growth and increased capacity to serve middle-market clients involved in mergers and acquisitions.

Diversified Service Offerings The company's expertise spans from performance improvement and restructuring to forensic investigations and dispute resolution, providing multiple avenues for cross-selling financial advisory and consulting services to clients in various stages of enterprise lifecycle.

Leadership Expansion Recent high-profile hires like Dave Stark as President and the addition of a Director of Business Development highlight a focus on strengthening leadership and client acquisition capabilities, presenting opportunities to connect with decision-makers in growth phases.

Digital Engagement Avant's utilization of advanced technology stacks such as MySQL, Webpack, and interactive carousel tools suggests an emphasis on digital presence and marketing; this opens doors for partnerships in digital strategy, online content, or technology integration solutions.

Market Positioning With a revenue range between 1 million and 10 million serving middle-market entities, Avant Advisory presents a compelling target for services aimed at mid-sized companies seeking strategic growth, operational improvements, or financial restructuring, aligning with vendors catering to this segment.

Avant Advisory Group Tech Stack

Avant Advisory Group uses 8 technology products and services including jsDelivr, Squarespace, MySQL, and more. Explore Avant Advisory Group's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Squarespace
    Content Management System
  • MySQL
    Database
  • Webpack
    Development
  • Lightbox
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Underscore.js
    Javascript Libraries

Avant Advisory Group's Email Address Formats

Avant Advisory Group uses at least 1 format(s):
Avant Advisory Group Email FormatsExamplePercentage
FLast@avantadvisory.comJDoe@avantadvisory.com
50%
FLast@avantadvisory.comJDoe@avantadvisory.com
50%

Frequently Asked Questions

Where is Avant Advisory Group's headquarters located?

Minus sign iconPlus sign icon
Avant Advisory Group's main headquarters is located at 4000 Macarthur Boulevard East Tower Suite 600 Newport Beach, California United States. The company has employees across 1 continents, including North America.

What is Avant Advisory Group's phone number?

Minus sign iconPlus sign icon
You can contact Avant Advisory Group's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Avant Advisory Group's official website and social media links?

Minus sign iconPlus sign icon
Avant Advisory Group's official website is avantadvisory.com and has social profiles on LinkedIn.

What is Avant Advisory Group's SIC code NAICS code?

Minus sign iconPlus sign icon
Avant Advisory Group's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Avant Advisory Group have currently?

Minus sign iconPlus sign icon
As of February 2026, Avant Advisory Group has approximately 9 employees across 1 continents, including North America. Key team members include Financial Officer: E. T.. Explore Avant Advisory Group's employee directory with LeadIQ.

What industry does Avant Advisory Group belong to?

Minus sign iconPlus sign icon
Avant Advisory Group operates in the Business Consulting and Services industry.

What technology does Avant Advisory Group use?

Minus sign iconPlus sign icon
Avant Advisory Group's tech stack includes jsDelivrSquarespaceMySQLWebpackLightboxSwiperOWL CarouselUnderscore.js.

What is Avant Advisory Group's email format?

Minus sign iconPlus sign icon
Avant Advisory Group's email format typically follows the pattern of FLast@avantadvisory.com. Find more Avant Advisory Group email formats with LeadIQ.

When was Avant Advisory Group founded?

Minus sign iconPlus sign icon
Avant Advisory Group was founded in 1997.

Avant Advisory Group

Business Consulting and ServicesCalifornia, United States2-10 Employees

Avant Advisory Group is a premier operationally focused financial advisory and management consulting firm providing exceptional service to middle-market companies and investors — finding opportunities for improvement, assessing and mitigating risk, and securing value. Founded and led by James F. Davidson, Avant's consultants are highly credentialed with extensive experience as CFOs, CEOs, and as other former executives and senior professionals at Big Four and national accounting firms. Each member of our specialized team has 20+ years’ experience, with a stellar reputation of client satisfaction, cost-effectiveness, and value creation.

We conduct comprehensive evaluations to identify financial and operational issues — with a deep commitment to quality and ROI. Representative Clients include:

•	Five Crowns Capital; Falcon Investments; Balmoral Funds
•	Wells Fargo; PNC Bank; Opus Bank; Pacific Meridian
•	Crystal Financial; Victory Park Capital
•	Foley & Lardner; Hueston Hennigan

Specialties: 

•	Mergers & Acquisitions
•	Forensic, Fraud & Corporate Investigations
•	Performance Improvement | Turnarounds & Restructuring
•	CFO Services | Distressed & Special Situations
•	Expert Witness | Dispute Resolution

Avant Advisory Group brings deep expertise in such areas as M&A due diligence, quality of earnings and operations, forensic accounting, and fraud examinations. We provide advice and counsel that is comprehensive, thoughtful, and value-driven. With decades of experience in providing clients superior financial and operational management services in the middle-market, we offer a client focused approach through value creating solutions.

Section iconCompany Overview

Headquarters
4000 Macarthur Boulevard East Tower Suite 600 Newport Beach, California United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
1997
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Avant Advisory Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Avant Advisory Group's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.