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.

Business Development

Avant Advisory Group

Avant Advisory Group's headquarters in Newport Beach, CA, United States

James F. Davidson

Rhett Kniep

John J Demartino Cgma Finop

Jim Davidson

This department focuses on enhancing operational efficiency and profitability through methodologies like Lean and Six Sigma.

Continuous Improvement

This department provides strategic oversight and direction for the organization across various regional operations.

Avant Advisory Group

Org chart

Teams

Continuous Improvement

Executive Leadership

Offices

Avant Advisory Group

Org chart

Teams

Continuous Improvement

Executive Leadership

Offices

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