Project Title: Whitestone Analytics: The Future of M&A Advisory Services
Whitestone Associates
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| Project Title | Whitestone Analytics: The Future of M&A Advisory Services |
| Project Topics | Data Management Mergers & Acquisitions Research & Development |
| Skills & Expertise | |
| Project Synopsis: Challenge/Opportunity | This Industry Capstone Program project is with the company Whitestone Analytics and the corporate partner is Frank Gallucci. The faculty advisor is Professor Zachary Feinstein. Whitestone Analytics is a boutique investment banking firm specializing in the buying and selling of industrial companies in the fluid power, motion control, and automation markets. 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 few 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. |
| Project Synopsis: Activities/Actions Required | 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 ability
Open to all programs of study within the School of Business. |
| Project Synopsis: Expected Results |
Project Timeline
Whitestone Associates - Whitestone Analytics: The Future of M&A Advisory Services
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Due Date
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Activities |
Deliverables
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Mon, 04/14/25
12:00 AM
UTC
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Initial Onboarding Information
The application for the Industry Capstone Program will be emailed to all full-time School of Business graduate students on Monday, April 14th. This summer, we are excited to offer three unique projects through the program. Please note that we offer fewer projects during the summer semester, as many students are engaged in work, internships, or travel. If you're interested in exploring projects in a wider range of industries, be sure to check back with us for Fall 2025, when we’ll introduce new companies and expanded project scopes! The application for Summer 2025 will close on Sunday, May 4th at 11:59 PM EST. On Monday, May 5th our team will begin reviewing applications and matching students to project teams. Selected students will receive an email with the project match and next steps regarding onboarding and registration.
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No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
The application for the Industry Capstone Program will be emailed to all full-time School of Business graduate students on Monday, April 14th. This summer, we are excited to offer three unique projects through the program. Please note that we offer fewer projects during the summer semester, as many students are engaged in work, internships, or travel. If you're interested in exploring projects in a wider range of industries, be sure to check back with us for Fall 2025, when we’ll introduce new companies and expanded project scopes! The application for Summer 2025 will close on Sunday, May 4th at 11:59 PM EST. On Monday, May 5th our team will begin reviewing applications and matching students to project teams. Selected students will receive an email with the project match and next steps regarding onboarding and registration.
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Mon, 05/19/25
12:00 AM
UTC
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Stevens Brand Guidelines
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). We also encourage students to utilize a professional background for the midterm & final presentations. MBA Leads: Please download the PowerPoint Presentation Template for your midterm and final presentations. |
No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
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). We also encourage students to utilize a professional background for the midterm & final presentations. MBA Leads: Please download the PowerPoint Presentation Template for your midterm and final presentations. |
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Mon, 05/19/25
12:00 AM
UTC
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First Day of Classes & Academic Calendar
The first day of classes is May 19, 2025. All matched students will have received their project match and onboarding information (via email) prior to this date. Most teams will have their initial, virtual, meeting within the coming week or so.
Students should be checking their Stevens email for important messages from their faculty advisor, MBA Lead, and Christina Alwell (Manager, Industry Capstone Program). Students should also view/save a copy of the academic calendar so that they are aware of important dates for the semester ahead: https://www.stevens.edu/office-of-the-registrar/academic-calendar |
No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
The first day of classes is May 19, 2025. All matched students will have received their project match and onboarding information (via email) prior to this date. Most teams will have their initial, virtual, meeting within the coming week or so.
Students should be checking their Stevens email for important messages from their faculty advisor, MBA Lead, and Christina Alwell (Manager, Industry Capstone Program). Students should also view/save a copy of the academic calendar so that they are aware of important dates for the semester ahead: https://www.stevens.edu/office-of-the-registrar/academic-calendar Location: Virtual
Stevens
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Fri, 05/30/25
11:59 PM
UTC
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Pre-Kick Off Self Evaluation for Students: Summer 2025
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Required Evaluation
Evaluation submission is required.
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Mon, 07/07/25
12:00 AM
UTC
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Midterm Presentation Information
The midterm presentation is an opportunity for students to showcase their progress to date, share key successes, discuss any challenges or roadblocks they've encountered, and outline their plans for the remainder of the semester.
Midterm presentations will be scheduled between July 7th - 14th, via Zoom. Christina Alwell will reach out to each MBA Lead to schedule accordingly. Please note that corporate partners are not included in the midterm presentations, just the final presentations in August. |
No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
The midterm presentation is an opportunity for students to showcase their progress to date, share key successes, discuss any challenges or roadblocks they've encountered, and outline their plans for the remainder of the semester.
Midterm presentations will be scheduled between July 7th - 14th, via Zoom. Christina Alwell will reach out to each MBA Lead to schedule accordingly. Please note that corporate partners are not included in the midterm presentations, just the final presentations in August. |
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Tue, 08/05/25
11:59 PM
UTC
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Midterm Student Temperature Check: Summer 2025
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Required Evaluation
Evaluation submission is required.
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Tue, 08/05/25
11:59 PM
UTC
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Midterm Presentation Submission: July 2025
Required Deliverable
Please have one person per team submit a copy of your PowerPoint presentation here!
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Required Deliverable
Deliverable submission is required.
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Guiding Questions:
Please have one person per team submit a copy of your PowerPoint presentation here!
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Tue, 08/26/25
12:00 AM
UTC
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Final Presentation Information
The final presentation is an opportunity for students to showcase their final findings and recommendations to School of Business leadership and the corporate partner(s). Christina Alwell will reach out to each MBA Lead to schedule accordingly.
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No Deliverables
No deliverables are required for this action item.
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Guiding Questions:
The final presentation is an opportunity for students to showcase their final findings and recommendations to School of Business leadership and the corporate partner(s). Christina Alwell will reach out to each MBA Lead to schedule accordingly.
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Fri, 08/29/25
11:59 PM
EST (UTC-05:00)
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Final Presentation Submission: August 2025
Required Action Item
Please have one person per team submit a copy of your PowerPoint presentation here!
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Required Deliverable
Deliverable submission is required.
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Guiding Questions:
Please have one person per team submit a copy of your PowerPoint presentation here!
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Fri, 08/29/25
11:59 PM
UTC
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Final Student Temperature Check: Summer 2025
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Required Evaluation
Evaluation submission is required.
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Program Managers
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Teams
| Team Name | Project Name | Team Members |
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| No Teams Available |