Surfside Capital Advisors

Surfside Capital Advisors is a Boston advisory firm that helps businesses through growth, transitions and sales. Its services include mergers and acquisitions advisory and deal structuring, capital raising, buy and sell transactions and fractional CFO support, giving companies access to high-level financial expertise without the full-time cost. The firm works as an extension of a client’s team, from boardroom strategy to detailed financial work during crucial phases of a transaction.

On deals, the team guides clients through each stage, from due diligence to post-transaction integration, and designs structures meant to maximize value and minimize risk. For companies raising money, it connects owners with suitable capital sources and prepares them from early planning through the pitch. A human capital practice rounds out the services, covering organizational strategy and design, talent management from recruiting and onboarding through professional development, and compliance and risk management.

What to Know

• Fractional CFO support scales up or down as a business grows.
• The team includes a managing partner and a partner for human capital solutions, along with a senior financial consultant.
• It is listed by the Greater Boston Chamber of Commerce.