Hire the best Mergers & Acquisitions Specialists in Massachusetts

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$175 hourly
Jed C.
- 5.0/5
- (120 jobs)
I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.

Mergers & Acquisitions
Disaster Recovery
Legal Entity Structuring
Research & Development
Tax Strategy
Business Valuation
Estate Planning
Strategic Plan
Tax Planning & Advisory
Business Consulting
CPA
Tax Law
Tax Preparation
$100 hourly
Prashant K.
- 4.9/5
- (3 jobs)
Mergers and acquisitions, financial modeling, Excel, PowerPoint, fundraising, valuation, sensitivities analysis, LBO, DCF, biotech, healthcare, clean tech, renewable energy, life sciences, investor presentations

Mergers & Acquisitions
Healthcare IT
Project Accounting
Healthcare Management
Microsoft PowerPoint
Biotechnology
Business Valuation
Management Consulting
Financial Modeling
Microsoft Excel
$395 hourly
Michael S.
- 5.0/5
- (67 jobs)
I am a Harvard Law School graduate, "big law" firm trained attorney with more than 28 years of experience, including working in-house for 14 years. I now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.

Mergers & Acquisitions
Licensing Agreement
Legal Agreement
Corporate Governance
Legal Consulting
Venture Capital
Corporate Law
Contract Law
Legal Entity Structuring
Startup Consulting
Employment Law
Limited Liability Company
Contract Negotiation
Stock Issuance
Contract Drafting
$90 hourly
Maxwell K.
- 5.0/5
- (2 jobs)
Hi, I'm Maxwell! I began my career as a private equity analyst, leading financial modeling and due diligence for lower middle-market deals. As an analyst, I was a key member of a three-person deal team that acquired a home services and construction business. After the acquisition, I became the Chief of Staff, working alongside the CEO to transform the company and acquire additional tuck-in businesses. I handled all financial analysis and reporting for the bank and private equity firm and established the technology stack to enable the company to scale effectively. Following my time there, I spent years providing mergers and acquisitions consulting for private equity clients, focusing on market research, due diligence support (both financial modeling and operational due diligence), merger integration, and various data analysis projects using Tableau and Power BI. The deals I worked on ranged from companies with $10 million in revenue to those with up to $1 billion in revenue, including leveraged buyouts, carve-outs from public companies, and distressed situations. Whether you are an existing business looking to refine your financial operations or an investor assessing a potential acquisition, I offer tailored solutions to help you make informed and confident decisions. Services I Provide: -- Financial Modeling & Forecasting**: I create custom-built models for valuation, scenario analysis, leveraged buyouts (LBOs), cash flow forecasting, and operational planning. -- Financial Analysis & Performance Optimization**: I conduct detailed profitability analyses, evaluate cost structures, perform SKU/customer margin analyses, and track key performance indicators (KPIs) to drive efficiency and growth. -- Financial Reporting Packages**: I design professional reports tailored for executives, investors, and stakeholders, ensuring clear financial visibility and data-backed decision-making. -- Market Research & Competitive Analysis**: I conduct industry research, trend analysis, and competitive benchmarking to assess market positioning and identify growth opportunities. -- Data Analysis & Visualization**: I use advanced data modeling techniques with tools such as Excel, Power BI, SQL, and Tableau to transform raw data into actionable business insights. -- Due Diligence Support**: I provide financial modeling and operational analysis to evaluate acquisition targets, assess revenue drivers, identify hidden costs, and validate financial assumptions. -- Merger Integration Planning & Execution**: I develop post-transaction integration strategies to optimize financial reporting, align operational processes, and maximize synergy realization. -- Carve-Out & Divestiture Financial Planning**: I offer standalone financial modeling, cost structure analysis, and operational gap assessments for businesses undergoing carve-outs or divestitures. -- Restructuring & Turnaround Strategy**: I create financial and operational restructuring plans, implement performance improvement initiatives, and develop cost reduction strategies to restore profitability. I develop financial frameworks for existing businesses that enhance performance, improve reporting accuracy, and support strategic planning. I build robust financial models for investors and acquirers and conduct in-depth financial assessments to evaluate a target company’s viability, risks, and potential returns. Let’s collaborate to ensure you have the financial clarity and insights necessary to achieve your business and investment goals.

Mergers & Acquisitions
Business Intelligence
Data Analysis
Due Diligence
Financial Analysis
Financial Model
Financial Modeling
Corporate Finance
Financial Consulting
Financial Planning
Management Consulting
Analytical Presentation
Post-Merger Integration
Financial Analysis & Valuation
$125 hourly
Jeffrey S.
- 5.0/5
- (1 job)
Jeff is an accomplished, growth-driven VP of Product Strategy / General Manager with 15 unique years of strategy and analytics consulting experience ranging from product strategy/management and internal startup leadership to large system implementation management. Passionately operating at the intersection of innovation strategy, technology, and new business incubation, he has proven his ability to accelerate new intrapreneurial service / product offerings, business ventures, and strategic alliances through his leadership of the DeloittePixel and StrategyAccelerator product businesses. Jeff endeavored to set the businesses up for success by building diverse teams and deploying exceptional strategies supported by keen funding navigation, comprehensive financial management/business case execution and optimized/automated processes.

Mergers & Acquisitions
AI App Development
Cross Functional Team Leadership
Financial Modeling
Business Cases
Product Management
Partnership Development
Digital Transformation
Business Innovation
Innovation Strategy
SQL
Venture Capital
Product Strategy
Strategy
Business Operations
$125 hourly
Tyler B.
- 5.0/5
- (7 jobs)
I am a finance professional with more than 20 years experience in both an investment banking and a real estate investment capacity and I have completed more than $40 billion in M&A, corporate finance, and real estate transactions. I have extensive experience building financial models of all types, my Excel skills are first rate, and my attention to detail is impeccable. I look forward to working with you on your finance, real estate, and Excel projects, including (but not limited to): Real estate acquisition and development pro formas Financial budgets and operating/cash flow forecasts 3-statement financial models Corporate M&A models LBO models NAV, DCF, and other valuation analyses Calculation of investment returns (e.g. IRR, MOIC, accretion/dilution) Calculation of leverage and credit metrics Calculation of KPIs and other operating metrics Scenario analyses Labor models Business plans Pitch books and information memoranda Ad-hoc financial analyses Ad-hoc Excel formulas, templates, databases, pivot tables, charts, graphs, etc.

Mergers & Acquisitions
Microsoft PowerPoint
Real Estate Investment Assistance
Real Estate Financial Modeling
Real Estate Acquisition
Real Estate
Investment Banking
Microsoft Excel PowerPivot
Excel Macros
Excel Formula
Financial Analysis & Valuation
Corporate Finance
Microsoft Excel
Financial Projection
Financial Modeling
$75 hourly
Ethan H.
- 5.0/5
- (1 job)
Innovative leader with an ability to build and transform organizations, empower staff and turn strategy into results.

Mergers & Acquisitions
QuickBooks Online
QuickBooks Enterprise
Business Analysis
Business Consulting
Business Coaching
Entrepreneurship
Gardening
Amazon
eBay
Shopify
BigCommerce
$125 hourly
Matthew P.
- 4.9/5
- (27 jobs)
I am the founder of Town Square Advisors, a boutique consulting firm that leverages a proprietary method - the Square Management System - to focus strategies on development of strategic priorities, assessment of M&A targets (buy-side), valuation enhancement and sell-side M&A advisory, and assistance with organizational design and institutional culture. Additionally, as a Certified M&A Advisor (Alliance of M&A Advisors) and Certified M&A Professional (Institute for Mergers, Alliances and Acquisitions), Town Square Advisors also supports corporate finance projects, including both sell and buy-side M&A (process navigation, enterprise valuations, target company analysis, DCF/LBO/merger modeling), and building financial projections for growth-stage and startups (setting foundational operations as well as building proforma financial statements). My disparate career path work includes award winning tenure in corporate development (M&A, strategy and internal investment projects) for a large multi-national market research company and a private-equity backed portfolio company after having spent several years within middle-market investment banking where I supported M&A transactions for privately-held companies. I have built a foundation in corporate finance from financial modeling, including revenue projections and cost-estimating, to understanding valuation and pre-market positioning and strategy and can help guide a company through a liquidity event. I enjoy assisting companies understand their value proposition and also helping position a company to achieve maximum valuation. While I have extensive corporate finance experience, I am, at heart, first and foremost a small business operator, having spent over a decade building, growing and transforming professional sports franchises. Through work at these companies, I have overseen implementation of successful, and award-winning, sales and marketing initiatives, guided cost-saving operational improvements and handled full staff augmentations and staff training and development programs. I enjoy applying the lessons learned during my executive management tenure to helping other small and medium-sized business overcome growth hurdles or avoid operating obstacles. Recently, I was recognized for my work in strategy and M&A by being named a Finalist for the Alliance of M&A Advisors Thought Leader of the Year for 2022.

Mergers & Acquisitions
Corporate Finance
Business Valuation
Business Consulting
Financial Analysis
Investment Banking
Startup Consulting
Financial Modeling
Corporate Strategy
Strategic Plan
Organizational Design & Effectiveness
Private Equity
Business Plan
Finance & Accounting
$75 hourly
Kristofor B.
- 0.0/5
- (0 jobs)
Having owned and operated small businesses for the last 20+ years, I am uniquely qualified to work alongside entrepreneurs seeking to round out their existing team. I have consulted with small companies assisting them in better understanding and improving customer interaction, sales pipeline, social media strategy, technology, manufacturing process, operations, human capital management, M&A strategy, overall profitability and enterprise value creation. I have worked tenaciously to continually hone my skills and I believe I could be of tremendous value to your organization. Some examples of my ever-evolving skills are as follows: -Customer Acquisition Strategy -Growth Through M&A -Complex Financial Modeling -MarTech / FinTech / InsureTech / HealthTech -Sales Management -Operations Management -Recruiting and Training -Procedure Development -AI / ML Driven Social Media Marketing -Hubspot SalesHub and ServiceHub -Salesforce.com -Monday.com -Zapier -Power BI / SQL (light) Beyond these specific skills, I have worked to develop a consultative approach to understanding and ultimately addressing identified opportunities for improvement within organizations. My collaborative approach encourages each team member to work toward solutions ensuring we all to win together.

Mergers & Acquisitions
Customer Retention
Startup Consulting
Post-Merger Integration
Customer Acquisition Strategy
Business Planning & Strategy
HubSpot
Funding Needs Assessment
Business with 1-9 Employees
Sales & Marketing
Business Operations
$60 hourly
Jonathan V.
- 0.0/5
- (1 job)
Collaborative Business Strategist | Financial Forecasting, Exit Planning, and Growth Strategy Analytical and results-oriented business advisor with 13+ years of experience in supporting C-suite operations, strategic planning, and financial analysis. My expertise spans financial forecasting, business planning, and exit strategy development, helping companies achieve sustainable growth and maximize value. Key strengths include: • Financial Forecasting & Business Planning: Creating investor-friendly financial models and actionable business plans that support growth and prepare for successful funding rounds. • Exit & Acquisition Strategy: Advising on exit planning and acquisition strategies, with a focus on value creation and data-driven decision-making. • Operational Excellence: Proven ability to optimize business processes and streamline operations to support scalability and profitability. • Market & Data Analysis: Leveraging market research and data insights to inform strategic decisions and drive business development. Let’s work together to build a strategy that drives success and ensures your business is prepared for its next phase of growth. I’m committed to delivering tailored solutions that exceed expectations and make a measurable impact.

Mergers & Acquisitions
Growth Strategy
Business Consulting
Business Planning & Strategy
Forecasting
Problem Solving
Data Analysis
Business
Succession Planning
Project Management
Business Operations
Business Development
$300 hourly
Sean L.
- 5.0/5
- (1 job)
SUMMARY Experienced financial and technology executive with a track record of designing and implementing healthcare solutions enabling commercial strategy, operational efficiency, analytical insight and regulatory reporting. An analytical and forward-thinking top performer who guides organizations toward completing complex projects and redefining expectations.

Mergers & Acquisitions
Survey
Market Research
Revenue Cycle Management
Fundraising
Microsoft PowerPoint
Corporate Strategy
Operational Planning
KPI Metric Development
Financial Analysis
Policy Writing
Tech & IT
Strategy
Analytics
Healthcare
$99 hourly
Bruce K.
- 0.0/5
- (0 jobs)
Recently Retired: REAL ESTATE / FINANCIAL MANAGEMENT / STRATEGIC FINANCIAL PLANNING A strategic thinker with a strong background in Corporate Finance and Real Estate within the retail, franchise, and consumer goods space. Recognized for developing creative solutions to challenging situations and for leading complex planning and budgeting processes that meet targeted outcomes. Proven ability to lead teams and work effectively within different organizational structures and produce results. Real Estate / FP&A/ Financial Management (P&L, BS, CF) / Business Strategy Development/ Acquisitions/ Negotiations / Valuation Modeling/ Financial Workouts / Team Building and People Development

Mergers & Acquisitions
Real Estate Acquisition
Financial Analysis & Valuation
Budget Planning
Contract Negotiation
Finance
$264 hourly
Wes B.
- 0.0/5
- (0 jobs)
Wes has over 18 years of experience as a technology strategist, driving growth and innovation across consulting firms, technology platforms, and startups. He developed growth strategies for multibillion-dollar portfolios across Deloitte, AWS, and Google. He played instrumental roles in developing, launching, and scaling three new service offerings, generating over $200 million in sales. Additionally, he scaled a $20M joint venture with the Singapore government. Finally, he grew an 83-person startup acquisition in the health analytics space. Wes is passionate about creating new ventures that combine latest technologies such as AI, Cloud and Advanced Analytics, with strategic partnerships. Most recently, he was COO and co-founder of a venture-backed startup combining AI, Process Mining, and Managed Services.

Mergers & Acquisitions
Operational Planning
Go-to-Market Strategy
Innovation Strategy
Implementation Plan
Growth Strategy
Solution Selling
Strategic Planning
Partnership Development
Sales
Market Research
Market Planning
Market Analysis
Management Consulting
Analytical Presentation
$175 hourly
Bryan F.
- 0.0/5
- (0 jobs)
I am a strategic business leader with 20+ years of experience in scaling startups, executing M&A, and driving operational excellence. I specialize in growth strategy, corporate development, and financial modeling, helping businesses optimize operations, expand market reach, and maximize value creation. What I Offer: ✔ Startup Scaling & Growth Strategy – Led 5x revenue growth at CaringOnDemand through innovative execution and operational efficiency. ✔ Mergers & Acquisitions (M&A) Advisory – Sourced and evaluated 200+ deals, leading acquisitions up to $100M and ensuring seamless integration. ✔ Financial & Strategic Planning – Expertise in P&L management, investor relations, and financial modeling, working closely with CEOs, boards, and private equity firms. ✔ Business Transformation & Operational Optimization – Streamlined processes and built scalable frameworks to drive sustainable profitability. Why Work With Me? ✅ Hands-On Approach – I collaborate closely with leadership teams to execute strategies that deliver measurable results. ✅ Data-Driven Decision Making – I use analytics, market research, and financial insights to drive high-impact business decisions. ✅ Cross-Industry Expertise – Healthcare, cybersecurity, age-tech, and private equity-backed businesses. Let’s connect and discuss how I can help your business scale, optimize, and succeed.

Mergers & Acquisitions
Leadership Skills
KPI Metric Development
Business Process Execution Language
Strategic Planning
Competitive Intelligence
Process Optimization
Operational Planning
Leadership Development
Financial Statement
Competitive Analysis
Business Transformation
Financial Modeling
Startup Consulting
Growth Strategy
$120 hourly
Carlos P.
- 0.0/5
- (0 jobs)
I am an accomplished Information Technology Executive with experience in Fortune 500 companies in industries such as Childcare, Pharma and Government Defense. Recognized for implementing technology standards, processes and initiatives that generate multi-million dollar impacts, increase revenue, and reduce costs. Award winning leader internally and externally for delivering best in class systems and providing solutions leveraging modern technologies. AREAS OF EXPERTISE - Strategic Technology Planning - Systems Development and Support - Business Process Reengineering - Program Management - HR Information Systems - Finance Systems - Mergers/Acquisitions - Workday HCM & Financials - Data Reporting and Insights - Microsoft 365 - Copilot AI - ChatGPT - Creating AI Prompts

Mergers & Acquisitions
Microsoft Project
Succession Planning
Workforce Management
Leadership Development
Change Management
HR & Recruiting Software
HR System Management
Business Process Reengineering
Microsoft Office SharePoint Server
Microsoft 365 Copilot
Six Sigma
Project Budget
Project Management
Workday
$250 hourly
Matthew Y.
- 0.0/5
- (0 jobs)
Medical Device & Health Tech Strategy | Market Entry | Commercialization | Growth Expert I help healthcare startups and existing medtech and biotech companies accelerate growth, break into new markets, and develop winning commercialization strategies. With 15+ years of experience as a physician, engineer, and entrepreneur, I’ve launched and scaled medical device and biotech ventures across the US, EU, and Asia—delivering real business impact. How I Can Help You: ✔ Market Entry & Expansion – Identify high-value opportunities and execute go-to-market strategies ✔ Commercialization & Growth Strategy – Develop roadmaps that drive adoption and revenue ✔ Fundraising & Investor Pitching – Secure capital with compelling business cases and pitch decks ✔ Strategic Partnerships – Connect with top-tier institutions, industry leaders, and investors ✔ Regulatory & Reimbursement Navigation – Guide market access in complex healthcare landscapes 🚀 Results: 🔹 Led market strategy for a cardiac wearable, launching in 48+ global markets 🔹 Managed $20M+ in fundraising and partnerships with companies like Verizon & Brigham and Women’s 🔹 Advised Fortune 100 medtech C-suites on growth strategies that increased revenue by 40% I thrive on solving complex challenges and turning innovative healthcare ideas into market-leading solutions. Let’s work together to bring your vision to life. 💬 Message me to discuss your project!

Mergers & Acquisitions
Wearable Technology
Voice of the Customer
Product Launch Plan
Portfolio Management
Startup Company
Startup Consulting
Industry & Competitor Analysis
Medical Device
Health Science
Health Coaching
Health & Wellness
Healthcare
Growth Strategy
Growth Hacking
$150 hourly
Joseph R.
- 0.0/5
- (0 jobs)
PROFESSIONAL SUMMARY Medical Device and Informatics professional with portfolio development and management expertise, specializing in pre-hospital emergency medicine and medical devices. Demonstrates a strong command of informatics, FDA quality management systems, and user-centered product development, leading to successful innovation and business strategy execution. Known for fostering team potential and delivering superior business results, with a proven track record in M&A due diligence and translating clinical concepts into actionable strategies.

Mergers & Acquisitions
Post-Merger Integration
Emerging Tech Consultation
Test Management
User Experience Design
Innovation Scouting
Innovation Strategy
Project Management
Team Management
Strategic Planning
Medical Informatics
Medical Device
Scaled Agile Framework
International Development
Product Management
$90 hourly
Steve H.
- 0.0/5
- (0 jobs)
Senior Technology Professional Experience Summary: * Highly motivated, results-oriented Technical Leader with over 25 years of experience in team management, system design, development, implementation and maintenance of service-oriented enterprise applications. * Experienced in the design and deployment of highly scalable cloud architectures utilizing PaaS services on Microsoft Azure. * Extensive experience with full software development lifecycle (SDLC) and Test Driven Development with a continuously integrated / delivered application. * Experience with Agile development methodology using Scrum and the Scaled Agile Framework. * Extensive experience interfacing with management concerning estimates, scheduling, status, technical presentations about architecture options and risk assessments * Proven expertise in translating complex business requirements into software design specifications

Mergers & Acquisitions
Web Application Development
Hiring Strategy
Technical Project Management
Management Consulting
Technical Review
Scaled Agile Framework
Digital Transformation
Technical Design
$20 hourly
Harshpreet N.
- 0.0/5
- (0 jobs)
Hi there, I am an experienced investment banking professional with nearly 5 years of experience working with prestigious clients such as UBS Investment Bank and TD Securities. I have worked across various sectors including FIG (Financial Institutions Group), FSG (Financial Sponsors Group), RE (Real Estate), CMT (Communication, Media & Telecom), Healthcare, and DIG (Diversified Industries Group). Additionally, I have collaborated with product teams in M&A and Business Management, serving clients in the Americas, EMEA, and APAC regions. Beyond investment banking, I have experience in management consulting, data strategy, and venture capital. Most recently I worked directly with the Managing Director of a Boutique Investment Bank in Boston and played a key role in finalizing an ~$11M sell-side transaction, participating in the entire deal cycle, which included securing the mandate, performing company valuations, creating pitch decks, identifying potential acquirers, negotiating terms, and conducting due diligence. I hold a Master of Science in Finance from a reputable college in Boston, US, and a Bachelor of Commerce from one of India's most prestigious universities in Bangalore, India. Services offered: • End-to-end deal support in any sector • Pitch decks (investor presentations) • Public/private company profiles • Transaction case studies • Financial modeling • Company valuations • Precedent transactions analysis • Comps analysis • Financial benchmarking • Financial forecasting • Due diligence • Broker research • Industry/market/company research • Company/transaction screening • Any other marketing materials Databases I have access to: • Capital IQ • FactSet • PitchBook • Bloomberg • WRDS • Mergent Online • Morningstar Looking forward to collaborating and delivering exceptional results for your projects! I am mostly interested in securing long term remote contracts >6months

Mergers & Acquisitions
Company Research
Management Consulting
Data Analysis
Case Studies
Target Market Research
Valuation
Financial Modeling
Pitch Deck
Industry Research
Equity Research
Venture Capital
Private Equity
Investment Banking
$145 hourly
Alyssa K.
- 0.0/5
- (0 jobs)
I'm a data-driven marketing and communications marketing consultant with a proven track record in developing marketing strategies and plans for businesses in the life sciences, medical device, and health tech sectors. In both corporate and agency settings, I have a track record of moving easily from vision and strategy to implementation and execution. I have a deep knowledge and understanding of marketing strategy, tactical initiatives and the importance of a cohesive communications and brand strategy supplemented by an integrated marketing approach. I have experience marketing in many B2B to B2B2C settings focused on product launches, SaaS and healthcare tech. I am in the process of starting my own marketing consulting company and looking to build new clientele in a project based or Fractional-CMO role. Throughout my career, I have developed effective branding and marketing strategies and led communications efforts for a wide range of companies and organizations from trailblazing start-ups to large Fortune 10 pharma/biotech companies and clinical trial software and finance management solutions. By articulating and leveraging content through B2B marketing channels, I have helped many companies raise their visibility and accomplish organizational goals. Specialty areas include: -Brand Strategy Development -Brand Positioning and Messaging -Marketing Assessment -Marketing Strategy Planning and Tactical Execution -Competitive Analysis -Marketing Automation Consulting -Digital Marketing & Analytics, KPI Development -Communications, PR, Content Development -Merger and Acquisition Value Prop Development and Integrated Communications Plans

Mergers & Acquisitions
Marketing
Digital Marketing
Lead Generation
Brand Strategy
Omnichannel Marketing
Content Strategy
Lead Generation Strategy
Digital Marketing Strategy
Marketing Strategy
Brand Consulting
Communication Strategy
Integrated Marketing
Post-Merger Integration
Marketing Automation Strategy
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