Who We Are.
We are entrepreneurs, financial gurus and business experts who understand what your business means to you.
We work closely with you to help you transform your business.
Our Commitment
We are deeply committed to your success and strongly believe in advancing economic opportunities for minority-owned businesses.
Core Values
We develop meaningful, long-lasting relationships with our clients who trust us to act with integrity, be transparent to guide decision-making and creatively solve complex challenges with savvy and grit.
Integrity
Transparency
Creativity
Diversity
What Our Clients Are Saying
"Surfside Capital Advisors has the unique ability to look at a business from a different point of view and one that allows for growth in a manner that a Fortune 500 company would go about growth. We’ve become significantly more profitable and have a much more sustainable plan in place. I trust them blindly, there’s nothing that I do that they don’t know about. They are a part advisor and part therapist." - El Mundo Boston Media, Alberto Vasallo III, CEO
"As a minority, LGBT, woman business owner, there are many challenges I have to face. One of my biggest challenges has been to find an advisor whom I can trust, someone who believes in me and my company's growth potential. Surfside Capital is more than a trusted advisor, they care about the company and me." - Archipelago Strategies Group, Josiane Martinez, CEO & Founder
"When you’re growing and if you’re financing it primarily on your revenue, it can be really tricky, and timing matters. Nothing kills small businesses faster than cash flow so the idea of actually being able to see how you’re about to be doing is really, really important as opposed to just experiencing it in real-time." - Daren Bascombe, Managing Director, Proverb
"The Surfside Capital team are rapid learners, savvy strategic thinkers, experienced financial analysts and collaborative. They are efficient and effective at understanding business value, identifying the core cost drivers and then developing financial controls, modeling/forecasting and cash flow projections that align with and support the strategic growth plan." - Brian Post, Foundation for Business Equity, Strategic Advisor
