We Help Businesses

Transform & Grow

What We Do

How We Help Your Business

At Surfside Capital Advisors, we take a collaborative and results-oriented approach to working with clients. Whether you lead an early stage, stagnant growth or turnaround business, we provide strategy and financial advisory services that are designed to unlock enterprise value and accelerate your growth.

Value Proposition

The Value We Bring

Business owners today face a wide range of challenges and opportunities. We provide leadership in developing strategies that will enable your success, delivered by a team of multi-disciplinary experts with a track record of results. Insights that are clear, easy-to-understand and derived from a combination of industry experience, data, and proven professional judgement.

Our Approach

5 Steps to make Business Successful

1. Deep dive analysis

Cross functional review of the business and its affiliates.

2. Functions reviewed

We analyze each one of the core functions of the business to understand the current status.

3. SWOT

Understand the key aspects company is facing.

4. Strategies

Develop a prioritized list of high impact strategies and related financial projections

5. Results

We provide guidance and advice in the development, while the company transforms and reach its potential.

We Bring Fortune 500 Experience

To Develop Customized Solutions

Case Study 1

Mass based, affinity food business going through change in control.

The Problem
No growth, ineffective Board/management decision making process, inefficient operating model, stagnant sales, poor MIS.

The Solution
Minority shareholder valuation and buyout, generational ownership transfer, new organizational design, build out of pricing analytics and protocols, key measurement systems, footprint expansion.

The Result
$4M capital raise. Top line from $20M to $40M in 4 years, 1st quartile operation margins. “Culture Driven” operating performance.

Case Study 2

California based social impact firm presented with pandemic-driven opportunity to rapidly scale

The Problem
High demand for services but no infrastructure or management capacity to handle growth. Liquidity challenged.

The Solution
Prepared business plan, secured bridge financing, hired new management team, location expansion, EIDL and Series A round. Performance management and recruitment support.

The Result
$3M capital raise. Organization doubled in size 2 years in a row. Valuation increased from $5M to $60M. Currently engaged on B round.

Leadership from those who have faced similar issues across a variety of industries focused on enabling sustainable strategies for your success.

Clear and impactful insights formed with a combination of data, industry experience, and easy to understand concepts.

Case Study 3

Massachusetts based B2B and B2C health technology firm with millions of users

The Problem
Ran by health and technology professionals with great product knowledge but insufficient finance & strategy capacity to scale up the business.

The Solution
Temporary Strategy & CFO outsourcing. Board & management alignment around growth and exit strategy. Shored up banking relationships. Key investments in product and B2B distribution, implemented cost and cash flow controls.

The Result
Dramatic movements in operating margins , from negative to breakeven to positive. Drove series B Round, company was shortly thereafter sold to strategic partner for $150M.