Guiding Founders and Private Equity Through Successful Transitions

Bostic Advisory is committed to serving founder-owned businesses and private equity portfolio companies with expertise in transaction execution, sell-side readiness, buy-side due diligence, consulting, and analytics.

Our Services

  • M&A Execution

    Comprehensive support throughout the transaction process, including marketing materials, financial modeling, buyer outreach, and due diligence, ensuring a seamless experience.

  • Sell-Side Readiness

    Expert guidance for founders preparing their companies for sale, bringing together the right advisors to facilitate a smooth transition.

  • Buy-Side Due Diligence

    We assist buyers with thorough due diligence and financial modeling to evaluate target companies, helping you make informed investment decisions.

  • Consulting & Analytics

    Empowering founders and management teams with insights to identify improvement areas and develop tailored strategies for effective growth.

Testimonials

  • As one of the founders of a company that has grown beyond our expectations, we found ourselves out of our expertise when it came time to find a financial partner.  We were fortunate to be given Brad Bostic’s name as someone to help. Not only did Brad have expertise that we did not, he also had connections when it came to other needed input for our transaction, such as our M&A Attorney and QoE provider.  I would absolutely use him again!

    MM Founder and CEO, Healthcare Industry – Sell-side M&A Advisory

  • Our firm, Childs Capital Partners,  used Bostic Advisory to help us evaluate two different investments. In both cases, Brad was able to help develop a solid financial model and assist us in putting together investor materials. Brad is a pleasure to work with and a real pro!

    Jim Childs, Principal, Childs Capital Partners – Buy-side M&A Advisory

  • I had the pleasure of working with Brad Bostic on a recent healthcare deal, and I can confidently say that his expertise and professionalism were integral to the success of the transaction. Brad’s deep knowledge of the healthcare sector, combined with his sharp financial acumen, allowed him to navigate the complexities of the deal with ease and precision.

    Rema Awad, Partner, K&L Gates – Sell-side M&A Advisory

  • Brad, thank you for your help throughout the different stages of our deal. Your insight and connections proved to be a great asset!

    MM CFO, Healthcare Industry - Sell-side M&A Advisory

About
Bostic Advisory

Bostic Advisory is dedicated to providing exceptional transaction execution, sell-side readiness, buy-side due diligence, and tailored consulting services. We leverage our extensive industry experience to guide founder-owned businesses and private equity portfolio companies, enabling them to navigate complex transitions and achieve sustainable success.

Contact Us