STOCADVISORY
TRANSACTION ADVISORY | CORPORATE DEVELOPMENT | CFO ADVISORY
STOC Advisory provides data-enabled corporate development and transaction advisory services for PE firms executing multi-platform buy-and-build strategies. Our proprietary research capabilities, AI-accelerated diligence, and repeatable methodology support scalable deal flow across Business Services, Healthcare, Financial Services, and Industrial sectors.
Platform Partners' portfolio spans 16 active platforms across Business Services, Healthcare, Financial Services, and Industrial sectors. STOC's integrated CDS and Transaction Advisory services provide proprietary market intelligence and AI-accelerated diligence designed for diversified buy-and-build execution.
CORPORATE DEVELOPMENT
Proprietary sourcing and market mapping
TRANSACTION ADVISORY
AI-accelerated QoE with external data validation
200+
Transactions Across
Your Sectors
30-50
Proprietary Targets
Per Platform/Qtr
AI-Driven
Data Enrichment &
Market Mapping
4 Weeks
Accelerated QoE
Turnaround
1
Proprietary Market Intelligence
Web scraping and data enrichment identify targets before traditional intermediary lists. External validation of revenue estimates, ownership structures, and competitive positioning.
2
AI-Accelerated Analysis
Machine learning automation for EBITDA normalization, working capital trending, and revenue pattern recognition - reducing diligence timelines while maintaining analytical rigor.
3
External Data Corroboration
Third-party validation of management representations, market share claims, and financial metrics against public data sources and industry benchmarks.
4
Sector Specialization
200+ transactions across Business Services (HCM, payroll), Healthcare (staffing, providers), Financial Services (ALM, payments), and Industrial (pipeline, field services).
5
Repeatable Methodology
Standardized screening criteria, diligence templates, and integration frameworks enable consistent execution across multiple platforms and simultaneous transactions.
6
Operational Perspective
Assessment of management capability, technology infrastructure, and integration complexity - not just financial metrics but operational scalability for platform strategies.
STOCADVISORY
TRANSACTION ADVISORY | CORPORATE DEVELOPMENT | CFO ADVISORY
Corporate Development Support and Transaction Advisory Services operate as integrated capabilities - CDS builds sector-specific pipelines while TAS executes accelerated diligence. Both leverage proprietary data enrichment and standardized processes designed for PE firms managing diversified portfolios.
Diligence Based on Fit, Financials & Opportunity
The Corporate Development team invests significant time with each potential acquisition target to ensure alignment with the company's core purpose, values, and strategic vision prior to submitting a Letter of Intent (LOI). Once alignment is achieved, the Corporate Development function in partnership with other facets of the organization applies a 360-degree approach to diligence.
🎯
FIT
Strategic alignment with platform thesis and cultural compatibility
📊
FINANCIALS
Rigorous QoE analysis and working capital assessment
📈
OPPORTUNITY
Growth potential and synergy capture across portfolio
Market Mapping | Target Identification | Pipeline Management
Scalable deal sourcing using web scraping, external data validation, and CRM-integrated workflows.
- Proprietary research identifies targets before intermediary lists
- External data enrichment validates revenue, ownership, and positioning
- Sector-specific pipeline development
- CRM integration provides real-time visibility
- Pre-LOI coordination and preliminary diligence
- Standardized methodology enables consistent execution
Quality of Earnings | Working Capital | Revenue Assessment
Buy-side financial diligence combining machine learning automation with sector expertise.
- ML automation for EBITDA normalization and trend detection
- External corroboration validates management representations
- Revenue quality assessment for SaaS, HCM, and healthcare models
- Working capital trending and target NWC calculation
- Operational assessment of scalability and integration complexity
- Integration planning and post-close implementation support
Platform Partners Portfolio: Alliance HCM, Alliance Strategies, ALM First, Basin Creek, Champion Services, Dynamic Glass, Evette Staffing, Expedition Water, July Business, NextEdge Network, Principle Health, Progressive Pipeline, PSS, ShiftKey, South Coast, Twin Eagle. STOC's sector-specific experience spans Business Services, Healthcare, Financial Services, and Industrial operations - enabling simultaneous support across the portfolio with repeatable execution frameworks.