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Northeastern Advisors at a glance
New York based with nationwide coverage, Northeastern Advisors helps acquirers pursue growth and owners evaluate their next chapter. We combine transaction experience, market relationships and AI-native research with hands-on mergers and acquisitions advisory.
30+ years of M&A experience. $2B+ in completed transactions across our principals. One team from strategy through closing.
Transaction experience reflects our principals’ careers, including work at prior firms.
Mergers and acquisitions advisory services
- Strategic Acquisition Advisory: Acquisition thesis, selection criteria, valuation framework and execution priorities.
- Buy-Side Acquisition Search: Target research, confidential outreach and a qualified opportunity pipeline.
- Sell-Side M&A Advisory: Preparation, buyer engagement, offer evaluation and transaction execution.
- Business Valuation and Exit Planning: Market value, earnings analysis, readiness and ownership alternatives.
- Capital Raising & Corporate Finance: Acquisition financing, growth capital and recapitalization advisory.
Who we advise
- Strategic acquirers: Add capabilities, expand geography and pursue complementary businesses.
- Private equity: Identify platforms and add-ons aligned with a defined investment thesis.
- Family offices: Develop acquisition opportunities suited to long-term ownership objectives.
- First-time acquirers: Support entrepreneurs and founder-led companies pursuing acquisition growth.
- Search funds: Evaluate opportunities and coordinate the path from search to ownership.
- Business owners: Assess value, prepare for market and navigate a confidential sale process.
Strategic acquisition advisory
Define what to buy, why it fits and how the acquisition should create value.
- Acquisition thesis: Translate growth objectives into specific sectors, capabilities, geographies and target characteristics.
- Investment discipline: Establish financial criteria, valuation parameters and the risks that would rule out a transaction.
- Execution plan: Set decision responsibilities, diligence priorities, financing needs and integration considerations.
A clear mandate gives management and investors a consistent basis for deciding which opportunities deserve time and capital.
Buy-side acquisition search
Build a focused opportunity pipeline through research and direct owner engagement.
- Define the mandate: Confirm target criteria, priority markets, existing relationships and do-not-contact lists.
- Map and prioritize: Research the market, identify relevant businesses and assess strategic fit.
- Engage owners: Use tailored calls, email and professional networks to develop conversations.
- Qualify opportunities: Assess owner interest, business characteristics and available financial information.
- Review and advance: Maintain a shared pipeline, review progress and agree next steps with the client.
From opportunity to closing
Senior advisors guide the decisions that determine value, risk and execution.
- Evaluate: Analyze earnings, valuation, strategic fit and potential synergies. Identify issues early.
- Negotiate: Develop an offer and letter of intent. Assess price, consideration, conditions and deal structure.
- Execute: Coordinate diligence, financing and the closing process with management and specialist advisors.
We help clients assess the entire transaction: purchase price, contingent payments, financing, working capital, management continuity and the transition after closing.
Sell-side M&A advisory
A confidential process built around the owner’s objectives and the business’s strengths.
- Prepare and position: Analyze financial performance, identify value drivers and develop transaction materials.
- Reach qualified buyers: Research strategic and financial acquirers, manage outreach and screen interest.
- Manage competition: Compare offers, negotiate key terms and balance value with execution risk.
Full sale mandates, recapitalizations, strategic combinations and selected divestitures, with support tailored to the situation.
A disciplined sale process
- Preparation: Review objectives, financials and readiness. Prepare marketing materials.
- Buyer outreach: Approach selected buyers, manage NDAs and qualify interest.
- Offers: Evaluate indications, hold management meetings and negotiate an LOI.
- Diligence: Coordinate information requests and resolve financial and business issues.
- Closing: Support final negotiations, financing coordination and transition planning.
Timing depends on business readiness, buyer response, financing and transaction complexity.
Valuation and capital decisions
Understand the economics before committing to a transaction. Our focus is the full economic outcome: value, terms, liquidity, retained ownership and the obligations that continue after closing.
- Business valuation: Evaluate adjusted earnings, market evidence, growth prospects and company-specific risks.
- Exit planning: Identify readiness gaps, management dependencies and practical steps to prepare for a future sale.
- Capital advisory: Assess debt and equity alternatives, acquisition financing and recapitalization structures.
Focused sector coverage
- Legal Services: Law firms, legal technology and legal services platforms.
- Home Healthcare & Personal Care: Home healthcare, Medicaid personal care and skilled services.
- Medical Aesthetics: Medical spas, aesthetic practices and multisite platforms.
- Professional Services: Consulting, accounting and other expertise-driven businesses.
- Engineering & Construction: Engineering firms, contractors and construction services companies.
- Technology: Software, SaaS, IT services and technology-enabled businesses.
AI-native research. Advisor-led execution.
Technology extends our research and analytical capacity across the transaction process.
- Research and screening: Organize market information, identify relevant companies and support target and buyer prioritization.
- Outreach and follow-up: Develop relevant messaging, track responses and maintain visibility into the opportunity pipeline.
- Analysis and coordination: Support financial review, organize transaction information and monitor open decisions and next steps.
Senior professionals lead valuation, relationships, positioning and negotiation. Client decisions remain grounded in business facts and dealmaking judgment.
Leadership: Moses Shmueli, Managing Partner
Moses brings three decades of M&A, private equity and corporate finance experience, with more than $2 billion in aggregate transaction value across his career.
He leads client strategy, positioning, negotiations and critical transaction decisions. He is a featured lecturer in NYU Stern’s Entrepreneurship Through Acquisition program and holds a degree with honors from NYU Stern.
Selected recognition: M&A Advisor Telecommunications and International Healthcare / Lifesciences Deal of the Year (2023), Corporate / Strategic Deal of the Year (2021), and Generational Equity Dealmaker of the Year (2023).
Our team
- Uriel Setareh, M&A Advisor: Owner relationships, origination, positioning, negotiation and process management.
- Daniel Cohen, M&A Associate: Financial analysis, transaction materials, buyer outreach and diligence coordination.
- David Abraham, M&A Analyst: Valuation, company screening and market research.
- Gavi Goldberg, M&A Analyst: Target identification, financial analysis and pipeline tracking.
- Kyle Siegel, M&A Analyst: Industry research, company evaluation and transaction support.
Confidentiality and client alignment
- Confidential engagement: Agree the scope, objectives and communication process at the outset.
- Controlled disclosure: Use NDAs and staged information sharing before releasing sensitive materials.
- Qualified counterparties: Assess buyer or seller fit, credibility and transaction readiness.
- Organized diligence: Coordinate access, information requests and specialist advisor involvement.
- Clear decisions: Review price, terms and execution risk against the client’s objectives.
