Kinetic Advisors LLC is a national firm with a two-fold charter: provide strategic advice to middle-market companies and make proprietary debt and private equity investments. Serving both publicly- and privately-held companies, Kinetic specializes in growth financing, mergers and acquisitions, special situations and restructurings, and general advisory and valuation.
Kinetic's team of experts has decades of combined experience that serve them well when supporting their clients. Their expertise covers a broad spectrum of industries including business services, consumer products, energy, financial institutions, food & beverage, leisure & gaming, manufacturing and technology.
Kinetic has used Intermedia’s Exchange Email services since the firm’s formation. The firm also required a file collaboration solution, but at the time opted to use the services of a vendor recommended by its IT contractor.
Kinetic is a national firm that provides strategic advice and deploys capital to middle market companies. The firm also seeks direct investments in unique growth opportunities.
Headquarters: New York, NY
Intermedia’s customer since: 2007
Kinetic operates in a collaborative environment to ensure client success. A client team can contain a combination of members from Kinetic’s Orange County, Dallas and New York offices, which can be challenging without the proper collaboration tool. Kinetic's Operations Manager, Luis Salaman, outlined the challenge: “We have three offices that need to share files and documents. Quite often, when working on a client or prospect presentation, revisions or feedback will be needed from all three offices. Everyone needs to access the related files no matter where they are located.”
Salaman had to find a solution that would let employees share and collaborate on important documents regardless of location and even while traveling. They also needed a solution that was enterprise-class with highly available support. “We were using another tool, but it lacked advanced functionality like the integrated Office plugin. There was also no support and no one to call. It wasn’t made for a professional environment,” said Salaman.
Kinetic was also looking for a tool that had enterprise-class backup and security for sensitive files, especially financial documents. Could SecuriSync® be the answer to their needs?
Kinetic can now securely back-up, share and collaborate using SecuriSync. “We even use SecuriSync for data rooms where files and documents are stored. When an investment transaction is taking place, we share secure links to important files with different parties, including accountants and attorneys. The ability to assign different permission levels and rights with SecuriSync is critical,” said Salaman.
Office and remote employees can now easily access and contribute to secure work files. “The interface for SecuriSync is very user friendly,” noted Salaman. “Users can access files and use the web and mobile application from anywhere. The iPhone® app is great for quick access of files.”
And Salaman also likes how SecuriSync allows the firm to stay with one vendor. Kinetic can manage all of their Intermedia Office in the Cloud™ services with the HostPilot® control panel. “We considered Dropbox for Business, but I like using a single vendor.”
The interface for SecuriSync is very user friendly. Users can access files and use the web and mobile application from anywhere.Luis Salaman,
Operations Manager, Kinetic Advisors LLC
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SecuriSync offers simple, secure, cloud-based backup and folder and file sharing. And SecuriSync boosts mobility by keeping files and folders backed up and accessible through Mac, Windows, iPhone, iPad, Android, Windows Phone, BlackBerry—or through a web browser.Read the Full Product Details
SecuriSync allows Kinetic to back-up, share and collaborate with colleagues and clients from any location and on virtually any device. It’s a robust and secure service that’s easy to use and meets the unique needs of a national financial business. Simply put by Salaman: “I’m very happy with the product.” And in keeping with the single vendor approach, Kinetic recently migrated its audio conferencing service to Intermedia’s Cloud PBX solution as well. “So far, so good,” says Salaman.
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