Surfside Capital Advisors LLC

Founder & Managing Partner at Surfside Capital Advisors LLC (SCA), Juan Carlos (“JC”) Morales brings decades of leadership in strategic finance, including as CEO of BNY Mexico and CFO for firms managing over $4T in assets. Recognized as “CFO of the Year” by the Boston Business Journal, he has led major M&A and financial strategies globally. Additionally, JC is deeply involved in economic development and equity initiatives, serving on multiple boards—including Greater Boston Chamber of Commerce, MassDevelopment, and Greentown Labs—and co-founded the Latino Equity Fund at The Boston Foundation. #Leadership #Finance #MeetTheTeam #SurfsideCapitalAdvisors #Boston #BostonChamberOfCommerce #MassDevelopment #GTL #BostonLatinoEquityFund

?????? Join us in welcoming judge #2 - Juan Carlos (“JC”) Morales We’re excited to welcome back last year's Emcee, Juan Carlos "JC" Morales, as a judge this year! As the Founder and Managing Partner of Surfside Capital Advisors LLC (SCA), JC specializes in helping businesses implement growth and turnaround strategies. We can’t wait to hear his valuable insights on expansion and growth for our finalists! Join us to witness an inspiring journey where dreams take center stage, and immigrant entrepreneurship thrives! Champion immigrant entrepreneurs and their dreams by becoming a sponsor, donate to our immigrant entrepreneur prize bank and get your tickets for FREE now at https://lnkd.in/eUfw3VK9! #ENBPitchEvent #EntrepreneurialDreams #MassachusettsThrives #ImmigrantEntrepreneurship #ImmigrantEntrepreneurs #BusinessInnovation #Immigrant #Immigrants #Immigrantowned #smallbusiness ?#ENB #ImmigrantSmallBusinessPitch2025 #ENBImmigrantSmallBusinessPitch

??????We are thrilled to announce the full lineup of judges for our 3rd Annual Immigrant Small Business Pitch! What an incredible panel of experts we have this year – Evelyn Brito, Writer and Executive Producer of Bodega Makeover ; Juan Carlos (“JC”) Morales, Founder and Managing Partner of Surfside Capital Advisors LLC; Aliesha J. Porcena, MPP , Director of Small Business for Boston’s Office of Economic Opportunity and Inclusion; and Jonathan Sanchez, Head of Middle Market Banking for Massachusetts and Rhode Island at M&T Bank. We cannot wait to see this inspiring panel of judges as they help guide our immigrant entrepreneurs on their journey to success! Join us for an inspiring journey where dreams take center stage, and immigrant entrepreneurship thrives! ?? Where: Nutter Conference Center located at 155 Seaport Blvd, Boston, MA 02210 ? When: March 12, 2025, 5:30pm-7:30pm Champion immigrant entrepreneurs and their dreams by becoming a sponsor, donating to our immigrant entrepreneur prize bank, and reserving for your free tickets now at ?? https://lnkd.in/eUfw3VK9! #ENBPitchEvent #EntrepreneurialDreams #MassachusettsThrives #ImmigrantEntrepreneurship #BusinessInnovation #Immigrant #Immigrants #Immigrantowned #smallbusiness #ENB #ImmigrantSmallBusinessPitch2025 #ENBImmigrantSmallBusinessPitch

At?Surfside Capital Advisors LLC, we take pride in helping businesses navigate complex transactions with confidence and ease.?We're honored to have worked with?Fernwood Investment Management, LLC, and we truly appreciate the trust they placed in our team. Thank you,?Tom Reilly, for this testimonial. Your success is our success, and we look forward to continuing to support businesses like yours. #ClientTestimonial #SuccessStory #MergersAndAcquisitions #BusinessGrowth #SurfsideCapitalAdvisors #Boston

Learn what exit multiples are, how they're calculated, and why they matter for business valuations in the article below. #BusinessValuation #ExitStrategy #InvestmentBanking #Boston #SurfsideCapitalAdvisors

Effective debt management is essential for sustainable growth. Start by assessing your current debt, maintaining a healthy debt-to-income ratio, and developing a strategic plan for future borrowing. #FinancialTips #DebtManagement #Boston #SurfsideCapitalAdvisors

Surfside Capital Advisors played a key role in Fernwood Investment Management’s acquisition by CW Advisors, driving seamless integration & long-term growth. Contact us for more info:?https://lnkd.in/ed6h6-pc #WealthManagement?#Boston #SurfsideCapitalAdvisors

We’re proud to have played a key role in Fernwood Investment Management’s acquisition by CW Advisors (CWA), delivering tailored M&A advisory services that secured long-term growth for their team and clients. From strategic deal structuring to seamless integration, this partnership brought two great firms together, enhancing both firms’ capabilities. Fernwood’s clients now benefit from CWA’s extensive resources while continuing to receive the personalized, high-touch service they’ve always trusted. At Surfside Capital, we pride?ourselves in navigating complex deals and driving successful transactions for organizations. Read the full press release: https://lnkd.in/gBrNcY8A #MergersAndAcquisitions #StrategicGrowth #ClientSuccess #SurfsideCapitalAdvisors #Boston

Learn how smart business owners maximize their company's value through strategic exit planning. Ready to plan your exit? Let's talk:?https://lnkd.in/eDsNiCN #BusinessValuation #ExitPlanning #BusinessStrategy?#Boston #SurfsideCapitalAdvisors

Learn how to get a loan to buy a business with our latest article covering loan types, requirements, and tips for securing business acquisition financing. Looking for expert guidance? Let's talk:?https://lnkd.in/eDsNiCN #BusinessAcquisition #SmallBusinessLoans #BusinessFinancing?#Boston #SurfsideCapitalAdvisors