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



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.