Nead, LLC Expands Fintech Consulting Arm to Include Merger & Acquisition Advisory Firms

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Middle-market consulting and advisory firm, announces the expansion of financial technology consulting practice.

Nead, LLC (, a middle-market financial technology consulting firm is pleased to announce its expansion into financial technology consulting services for mergers and acquisitions advisory firms. The latest expansion includes consulting for various technology products currently used by most investment bankers, M&A advisors and business brokers. Because most deal makers are not accustomed to today’s expanded tools and features, Nead & Co. consultants are focused on providing the expertise to those who may not have the existing expertise to use some of today’s more advanced solutions for doing M&A deals.

“Our expanded focus includes sector-specific consulting and training for customer relationship management software, project & deal management software, marketing automation tools and digital signature software,” says Jon Castano of Nead & Co. “The fintech world is also experiencing a great deal of excitement revolving around matching investors and entrepreneurs,” says Castano. “We are also intent on pointing our clients toward multiple options and platforms for online capital formation for private companies.”

The last decade has seen the expansion of a number of effective but disparate cloud-based tools for managing of some of the most complex and integrated transactions. Consequently, many smaller companies are paying several technology bills to multiple vendors in order to get the full range and suite of tools which they desire. “We are looking to find small M&A company owners that are looking to reduce their software and technology spend while at the same time receive expanded tools and resources for their projects,” Castano says.

Many advisors in the middle-market may be greatly overpaying for their typical software solutions and deal management products. As a result, the team at Nead, LLC is committed to providing expert guidance on some of the holistic and integrated tools on the market for middle-market M&A advisors and other experienced deal makers. As the market for sourcing, winning and closing deals continues to become more competitive, Nead & Co. is working with providers to ensure they remain competitive as shifts occur in the overall M&A market.

About Nead & Co.

Nead, LLC is a middle-market consulting firm, assisting companies with revenues north of $2M on growth initiatives for taking them to the next level. The company prides itself as being at the tight intersection between finance and technology. In addition, the company advises on corporate valuations and exit/succession planning, including the tech tools that greatly streamline many of the complex attributes inherent to working on deals in the middle-market. More information is available on the Nead,LLC company website.

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Carl Christensen
Nead, LLC
+1 (425) 405-0744 Ext: 101
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