Surfside Capital Advisors

Surfside Capital Advisors đź“Ť Boston, MA

Strategy | Fractional CFO Services | M&A | Transaction Advisory | Capital Raising

We’re proud to have advised Contravisory Investment Management on its ownership transition and next chapter of leadersh...
05/14/2026

We’re proud to have advised Contravisory Investment Management on its ownership transition and next chapter of leadership.

Founded in 1972, Contravisory has built a legacy as a family-owned, independent investment advisor grounded in long-term relationships, thoughtful guidance, and continuity for the families they serve.

At Surfside Capital Advisors, we value opportunities to help businesses navigate meaningful transitions with clarity, strategy, and long-term stewardship in mind.

Congratulations to the entire Contravisory team on this exciting next chapter.

05/07/2026

Great businesses are built through strong relationships, shared vision, and meaningful conversations. Today was a reminder that the best collaborations happen when thoughtful people come together with intention and purpose.

Thank you, Karen Kelly, for a great experience today.

Start the conversation: https://www.surfcapadvisors.com/contact-us/

AI is becoming the standard behind better-run companies. The real advantage lies in how effectively it’s applied to impr...
05/07/2026

AI is becoming the standard behind better-run companies. The real advantage lies in how effectively it’s applied to improve data quality, decision-making, and operational strength.

If you're thinking about how this impacts your company’s value, it's worth a conversation with our team: https://www.surfcapadvisors.com/contact-us/

~$700B–$725B projected AI investment in 2026AI/Capex spend by the top U.S. tech companies, up ~60% from ~$410B in 2025.I...
04/30/2026

~$700B–$725B projected AI investment in 2026
AI/Capex spend by the top U.S. tech companies, up ~60% from ~$410B in 2025.
Infrastructure-Heavy Investment
Primarily directed toward data centers, GPUs, custom chips, power, cooling, and fiber.
Demand Outpacing Supply
Compute demand continues to significantly outpace supply, driving up costs and constraints.
Strategic Trade-offs
Companies are reallocating resources, cutting jobs, and accepting higher depreciation to fund the AI race.

Strong companies don’t wait for challenges to appear... they prepare for them. Strategic foresight, disciplined ex*****o...
04/29/2026

Strong companies don’t wait for challenges to appear... they prepare for them.

Strategic foresight, disciplined ex*****on, and proactive decision-making are what separate resilient organizations from reactive ones.

The best time to strengthen your foundation is before you need it.

Thinking about selling your business? The best time to sell is when things are running smoothly.
Reach out to Surfside Capital Advisors today for a free M&A Consultation: https://www.surfcapadvisors.com/contact-us/

Strong partnerships are built on trust, clarity, and ex*****on.Working with Proverb has been a great example of what hap...
04/22/2026

Strong partnerships are built on trust, clarity, and ex*****on.

Working with Proverb has been a great example of what happens when strategic thinking meets strong collaboration. Aligning financial expertise with real business needs is what ultimately drives progress and meaningful outcomes.

Grateful for the opportunity to support and grow alongside teams that value long-term impact.

At Surfside Capital Advisors, we've seen countless business owners leave money on the table by selling before they're tr...
04/10/2026

At Surfside Capital Advisors, we've seen countless business owners leave money on the table by selling before they're truly ready.

These four signs are a strong indicator that you may be in the right position to start maximizing your valuation.
Book a call with our expert team of M&A Advisors: https://www.surfcapadvisors.com/contact-us/

Last week, the Latino Equity Fund, in partnership with the Equality Fund, brought together LGBTQ+ Latino leaders, advoca...
03/25/2026

Last week, the Latino Equity Fund, in partnership with the Equality Fund, brought together LGBTQ+ Latino leaders, advocates, and allies for an evening centered on community, visibility, and pride. It was a meaningful space for connection, reflection, and celebration of the voices helping shape a more inclusive future.
We were proud to have Surfside Founder and CEO, Juan Carlos (“JC”) Morales and Yuisa Pérez, PHR, SHRM-CP, Managing Partner of Surfside Human Capital Solutions, in attendance, showing support for this important gathering and the continued work of uplifting LGBTQ+ Latino voices across our community.
Thank you to everyone who joined. We look forward to more exciting events like this in the near future!

Q1 is almost done, so it's time to see where you actually stand. đź“ŠHere's your Q1 Business Success Checklist:âś… Assess Rev...
03/19/2026

Q1 is almost done, so it's time to see where you actually stand. đź“Š

Here's your Q1 Business Success Checklist:

âś… Assess Revenue Performance: Compare this quarter's revenue to Q4 2025 and Q1 2025. Are you growing? Slowing?

âś… Audit Operating Costs: Go line by line. What did you spend? What was worth it? Cut what isn't serving your growth and double down on what is.

âś… Evaluate Cash Flow Health: Revenue looks great on paper until the bills come due. Make sure your cash flow tells the same story your P&L does.

âś… Analyze Your Client Base: Who stayed? Who left? Who's your most profitable client? Understanding your base helps you retain the right people and attract more of them.

âś… Measure Progress on Your 2026 Goals: What's on track? What needs a reset? Now is the time to adjust before it's too late.

âś… Monitor Industry Trends and Competition: What's shifting in your market? What are your competitors doing that you're not?

âś… Define a Clear Action Plan for Q2: Don't leave Q1 without a game plan. Set your priorities, assign ownership, and lock in your focus before Q2 picks up speed.

Use what you learned this quarter to make the next one even stronger.

In any deal, knowing what a business is truly worth makes all the difference. At Surfside Capital Advisors, we help foun...
03/04/2026

In any deal, knowing what a business is truly worth makes all the difference. At Surfside Capital Advisors, we help founders and business owners see the full picture, and how to maximize that value.

Book a free consultation with Surfside today: https://www.surfcapadvisors.com/contact-us/

About 1.8 million small businesses closed in the first two years of the 2008 recession.A few things you can do now to pr...
02/25/2026

About 1.8 million small businesses closed in the first two years of the 2008 recession.

A few things you can do now to prepare for a potential downturn:

→ Build cash reserves before you need them
→ Secure financing before revenue dips
→ Audit your vendors and cut what isn't essential
→ Diversify your products or services where you can
→ Slow down big investments until there's more clarity

The businesses that survive recessions aren't always the biggest, they're the most prepared.

Start your resilience strategy with Surfside Capital Advisors today: https://www.surfcapadvisors.com/contact-us/

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6 Liberty Square, Suite 2511
Boston, MA
02109

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