Massachusetts stands out as one of the most dynamic and innovation-driven economies in the U.S., grounded in world-class research, a highly educated workforce, and a deeply diversified industrial and services base.
We partner with Massachusetts-based businesses — whether in technology, biotech, manufacturing, services, or other sectors — offering senior-led advisory, capital access, and strategic support suited to the state’s unique strengths and challenges.

Massachusetts presents a compelling backdrop for growth, investment, and strategic transactions thanks to its broad economic and innovation foundations:
Top-tier Economy & Innovation Leadership — Recently ranked the best state economy in the U.S., with exceptional strength in technology, research, and high-value industries.
Highly Skilled Workforce & Academic Ecosystem — The Commonwealth’s concentration of universities, research centers, and STEM talent creates a robust ecosystem for innovation, growth, and value creation.
Diverse Industrial & Services Base — From life sciences, biotech, SaaS/tech, and healthcare, to manufacturing, clean-tech, logistics and services — Massachusetts supports a wide array of industries, offering resilience across cycles
Strong Access to Capital & Innovation Funding — Ongoing investor interest in Massachusetts’s industries, especially high-growth and innovation sectors, provides fertile ground for financing, exits, and strategic growth.
Full or partial exits; recapitalizations & divestitures
Enterprise valuation, exit-readiness analysis, and deal positioning
Buyer/investor outreach (strategic buyers, private equity, venture, institutional)
Deal structuring, negotiation support and confidentiality management
Due diligence coordination, closing support, and post-exit advisory
Growth and expansion capital (equity, debt, hybrid financing)
Financing for R&D, scaling operations, acquisitions or working-capital needs
Structured debt, mezzanine financing or recaps for mature firms
Investor/lender matching, financial modeling, and funding strategy execution
Target identification, screening & outreach (regional, national, international)
Valuation, synergy analysis, offer structuring and negotiation support
Due-diligence coordination, deal execution and acquisition closing support
Integration planning and post-acquisition advisory
Independent company valuations & financial diagnostics
Scenario planning, capital-stack optimization, performance benchmarking
Long-term growth roadmaps, restructuring strategy, exit readiness analysis
Strategic positioning advisory tailored to Massachusetts market dynamics
Advisors available in multiple regions to support your goals.
7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

High-growth firms in biotech, tech, manufacturing, or services seeking to scale operations or launch new initiatives.
Founders, early investors or owners seeking liquidity or strategic exits.
Companies aiming to expand via acquisition — in Massachusetts, the U.S., or internationally.
Firms needing recapitalization, balance-sheet optimization, financial restructuring, or long-term planning.
Businesses preparing for fundraising, sale, restructuring, or strategic decisions — needing objective valuation, benchmarking and market positioning.
We work with a broad variety of companies and stakeholders across Massachusetts:
High-growth tech, biotech, SaaS, life-sciences startups and mid-market firms
Established businesses in manufacturing, industrial, clean-tech, logistics, or services seeking financing or strategic restructuring
Founder-led or privately held companies planning exits or recapitalizations
Investors, private equity firms, and strategics looking for acquisition targets or investment opportunities in Massachusetts
Companies in need of financial advisory, business diagnostics, long-term planning or transaction readiness for growth or exit

Access to a broad network of investors, buyers, and capital providers — local, national, and global
Senior-led, confidential advisory and transaction management tailored to Massachusetts business environment
Expert deal structuring, valuation, and strategic advisory — aligned with your long-term goals
Flexibility across services: growth capital, M&A, recapitalization, acquisition, restructuring, or strategic planning
Streamlined execution with minimized risk, clear timelines, and consistent communication from start to finish