Strategic M&A & Growth Advisory for Massachusetts

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.

Why Massachusetts Works

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.

Core Services for Massachusetts Companies

Sell-Side M&A & Exit Advisory

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

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Capital Raising & Financing Solutions

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

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Buy-Side & Acquisition Advisory

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

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Strategic & Financial 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

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Location Details

Here When You Need Us

Advisors available in multiple regions to support your goals.

Headquarters —

7525 SE 24th Street, Suite 630 Mercer Island, WA 98040

Phone —

(479) 391 2529

Massachusetts Advisory Portfolio

Growth & Expansion Capital

High-growth firms in biotech, tech, manufacturing, or services seeking to scale operations or launch new initiatives.

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Exit & Sell-Side Advisory

Founders, early investors or owners seeking liquidity or strategic exits.

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Buy-Side Advisory

Companies aiming to expand via acquisition — in Massachusetts, the U.S., or internationally.

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Financial Strategy & Restructuring

Firms needing recapitalization, balance-sheet optimization, financial restructuring, or long-term planning.

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Financial Strategy & Restructuring

Firms needing recapitalization, balance-sheet optimization, financial restructuring, or long-term planning.

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Market Positioning Analysis

Businesses preparing for fundraising, sale, restructuring, or strategic decisions — needing objective valuation, benchmarking and market positioning.

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Who We Serve

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

How We Work

Confidential Initial Consultation & Business Diagnosis

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We begin by understanding your business, goals, financials, timing, and constraints — listening carefully to your needs.

Strategic & Financial Analysis

A deep-dive into your financial health, market position, industry context, and strategic options — from growth potential to exit readiness.

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Custom Advisory & Structuring Plan

Develop a bespoke roadmap — whether you're raising capital, acquiring, selling, restructuring, or preparing for long-term growth.

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Market Access & Execution Support

Leverage our institutional and investor network to match you with qualified buyers, lenders, or investors. Manage negotiations, due diligence, deal structuring, and closing.

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Long-Term Growth Advisory

After the deal or financing event, provide support for integration, recapitalization, growth planning, or future strategic guidance — helping you sustain and scale value.

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What You Gain

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

We strive to help owners of middle-market companies realize their exit and growth strategies by providing value-added transaction advisory services.

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