MidCap Advisors Client

MidCap Advisors is a financial consulting firm specialized in middle market business sales and acquisitions, as well as capital raises. Committed to delivering superior, results-driven services, the firm restricts its client base to a handful of businesses per year. In late 2014, Metro CSG helped the company migrate its full IT environment into the cloud.

Full Cloud Migration

The Challenge

Industry: Users:
Financial 15

In 2014, MidCap Advisors was hosting email and files on an in-house server. Due to the small size of the firm, however, there was no dedicated staff to manage the on-site equipment day-to-day. Over time this became too much of a burden to manage and MidCap began to consider the cloud as a possible hosting alternative to eliminate the need for regular maintenance and upgrades.

As a financial advisory firm, MidCap needed their cloud solution to be compliant to industry regulations regarding data protection and control.

The Solution

Technologies Used:
Office 365 & Azure

Metro CSG proposed a full cloud migration project for MidCap’s IT environment, to be spread out over three distinct phases:

  • First, emails were transferred from the old server into Office 365 via a cutover migration. To meet the compliancy needs of the firm, Metro CSG recommended the Office 365 E3 plan for its unlimited archiving and legal-hold capabilities.

  • For the second phase of the project, the on-site file server was migrated into Azure, which would continue to function as a network drive for the firm to access and store documents.

  • Following the completion of the project Metro CSG has provided managed support services to MidCap as well.