Strategic Value Synergy Oracle Capital LLC is now part of WilliamsMarston, enabling cross-sell of valuation, complex accounting, tax and transaction advisory to WM’s national client base. With WilliamsMarston’s scale of over 225 professionals and offices across major markets, sales teams can package independent valuation and CFO advisory for public, private equity-backed, and pre-IPO clients undergoing mergers, carve-outs, spin-offs, or IPO readiness.

AI Enabled Advisory WM’s OneStream AI Excellence Award and the acquisition of AIT Consulting Services signal a commitment to AI driven FP&A and valuation technology. This offers an opportunity to sell AI-enabled valuation models, data automation, and platform implementations to Oracle Capital clients and WM clients needing enhanced analytics for deal diligence and post-merger integration.

National Growth Lever WM’s national footprint and growing leadership team enable cross-market engagements and multi-state valuations for complex transactions. Oracle Capital can leverage Tucson as a regional hub to support West Coast and Southern market opportunities while aligning with WM’s client base nationwide.

Expanded Service Lines With new Finance as a Service leadership, a Forensic Accounting Partner and a Strategic Advisory Board, Oracle Capital can broaden offerings to CFO services, post-merger integration valuation, forensic valuations, and strategic advisory for growth companies and private equity portfolios.

Data Driven Intelligence Capital IQ and other data tools in the tech stack enable data-driven market intelligence and benchmark analytics to support valuation and diligence work, allowing the sales team to differentiate by providing timely industry insights and deal benchmarks.