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Company profile: Black Diamond Advisory

1.1 - Company Overview

Black Diamond Advisory Logo

Black Diamond Advisory

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of global digital finance transformation services, including financial transformation, change management, and process automation; implementation and optimization of OneStream solutions for consolidation, reporting, planning, and analysis; Power Analytics integrating Power BI with OneStream; and Summit Services for continuous innovation and tactical guidance.

Products and services

  • OneStream Solutions: Architects enterprise-grade OneStream implementations and optimizations for financial consolidation, reporting, planning, and analysis as a Platinum Partner, ensuring robust deployments for digital finance
  • Financial Transformation: Engineers enterprise-wide changes to financial processes and systems to improve efficiency and insights across digital finance organizations
  • Process Automation: Delivers custom-engineered automation of financial and operational processes to reduce manual effort and increase accuracy, standardizing tasks across core finance activities

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Black Diamond Advisory

Macroaxis Logo

Macroaxis

HQ: United States Website
  • Description: Provider of online personalized investment management software, offering an AI-driven wealth optimization platform using portfolio theory for optimal portfolios, diversification, buy/sell signals and dynamic investing themes; a gallery of portable financial widgets and dynamic stock tickers for on-demand data and website integration; an optimization engine that adapts to market changes; and a portfolio volatility module to manage risk.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Macroaxis company profile →
Voyant Logo

Voyant

HQ: United States Website
  • Description: Provider of collaborative financial planning and wealth management software for advisers and their clients, including a free do-it-yourself platform that lets consumers visually model 'what if' scenarios (e.g., birth of a child or early retirement) to illustrate the real-time, big-picture impact of important financial decisions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Voyant company profile →
Lightyear Logo

Lightyear

HQ: United Kingdom Website
  • Description: Provider of a digital investing platform offering access to global equity markets, ETFs, money market funds, and multi-currency savings with interest on uninvested cash. Available via mobile and web app to users in 20+ European countries, it enables trading of commission‑free ETFs in EUR, GBP and USD, plus stocks.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Lightyear company profile →
Crest Retirement Logo

Crest Retirement

HQ: United States Website
  • Description: Provider of customized retirement plan and ongoing administrative services for small businesses, including accounting, recordkeepers, and payroll administration, as well as financial and investment advisory services.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Crest Retirement company profile →
Caplin Logo

Caplin

HQ: United Kingdom Website
  • Description: Provider of single-dealer capital markets trading platforms spanning foreign exchange, cryptocurrencies, and equities, with solutions for professional traders, sales teams, corporate clients, and mobile users, offering tools for client relationship management, pre-trade, execution, post-trade, risk management, and on-the-go trading.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Caplin company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Black Diamond Advisory

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Buyer group 1: ████████ ████████

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Buyer group 2: ████████ ████████

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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Black Diamond Advisory

2.2 - Growth funds investing in similar companies to Black Diamond Advisory

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4 - Top valuation comps for Black Diamond Advisory

4.2 - Public trading comparable groups for Black Diamond Advisory

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4.3 - M&A Transactions similar to Black Diamond Advisory

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Black Diamond Advisory

What does Black Diamond Advisory do?

Black Diamond Advisory is a provider of global digital finance transformation services, including financial transformation, change management, and process automation; implementation and optimization of OneStream solutions for consolidation, reporting, planning, and analysis; Power Analytics integrating Power BI with OneStream; and Summit Services for continuous innovation and tactical guidance.

Who are Black Diamond Advisory's competitors?

Black Diamond Advisory's competitors and similar companies include Macroaxis, Voyant, Lightyear, Crest Retirement, and Caplin.

Where is Black Diamond Advisory headquartered?

Black Diamond Advisory is headquartered in United States.

How many employees does Black Diamond Advisory have?

Black Diamond Advisory has 1,000 employees 🔒.

When was Black Diamond Advisory founded?

Black Diamond Advisory was founded in 2010 🔒.

What sector and industry vertical is Black Diamond Advisory in?

Black Diamond Advisory is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Black Diamond Advisory

Who are the top strategic acquirers in Black Diamond Advisory's sector and industry

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Which M&A buyer groups are most relevant for Black Diamond Advisory?

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Financial Investors investing in Black Diamond Advisory's sector and industry vertical

Which are the top PE firms investing in Black Diamond Advisory's sector and industry vertical?

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Who are the top buyout funds acquiring in Black Diamond Advisory's sector and industry vertical?

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Who are the top growth equity funds investing in companies in Black Diamond Advisory's sector and industry vertical?

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Valuation benchmarks of companies in Black Diamond Advisory's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Black Diamond Advisory?

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What are recent M&A transactions in Black Diamond Advisory's sector and industry vertical?

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What are recent capital raises and funding rounds in Black Diamond Advisory's' sector and industry vertical?

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