Scope

Boston Mantra offers a broad transaction advisory scope for asset sales focused on scientific complexity and independent private financial services.
Summary
We leverage our unique scientific capabilities to assist you in developing your healthcare or life sciences business, facilitating buy-sell transactions of assets, and ensuring successful post-transaction integration.
Our process follows strategic M&A advisory buy-side or sell-side steps to include the use of certified professionals in their relevant domains at each step, including business exit consulting, tax compliance, estate planning, and valuation analysis.
Unlike traditional investment banks, brokerages, and auction houses, our advisors are professionally certified in post-merger integration such that we can actively support deal success post-transaction with aligned non-success fee incentives.
Our unique pre-diligence accelerator consulting platform offers not only management consulting but also a focused attention to increasing value before due diligence discussions. Our advisors are highly esteemed journal authors, peer-reviewers, public speakers, academic faculty, patent holders, and venture founders who can drive specialized analytics in their respective domains to support pre-merger integration conceived at the early stages.
Where more modular services that are outside the deal-scope are required, we offer professional-level valuation consulting, wealth management, tax audit services, and information security support. In keeping with the highest standards for Boston Mantra services, our experts maintain professional-level certifications in each discipline they practice for these modular engagements.
Boston Mantra® is a rare, exclusive service providing transaction advisory, boutique scientific consulting, and private financial market advisory services to facilitate niche healthcare-life sciences asset deals.
Transaction advisory and scientific value growth accelerator
Merger-acquisition business advisory for asset sales
Supporting:
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Initial due diligence 
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Asset sale fairness opinion letters 
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Merger-acquisition 
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Liquidation-restructuring 
Services:
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For strategic acquirers 
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For strategic sellers 
Boutique scientific-management consulting
Supporting:
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Health equity and patient access improvement 
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Regulatory and compliance research 
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Navigating the consumerization of healthcare 
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Labor shortages and physician burnout support 
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Financial instability system-wide review 
Services:

Like this expansive view, Boston Mantra takes an expansive view to private capital markets deals to include services independent of the deal parties for additional support.
Modular independent support services
Valuation analysis and consulting
Supporting:
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SBA business valuation and SBA equipment appraisals 
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Litigation business valuation 
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Review by mutually agreed upon expert 
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Software-based in-house venture and PE-fund 
Services:
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For M&A, estate, and litigation purposes 
Information security
Supporting:
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Retained cybersecurity services 
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Cybersecurity consulting 
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Insider risk services 
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Incident response 
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AI security services 
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Platforms services 
Services:
Wealth management
Supporting:
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Wealth and estate planning 
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Financial and Alternative asset analysis 
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Cybersecurity and protection 
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Wealth replacement underwriting 
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Business exit consulting 
Services:
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For High net worth individuals (HWNI) managed estates 
Tax & audit services
Supporting:
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QuickBooks setup 
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Business transactions 
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Non-profit organizations 
Services:
Human resource management (HRM) services
Supporting:
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Health and benefits 
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Total rewards 
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Crisis management 
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Risk and analytics 
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M&A 
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Healthcare and life sciences 
Services:
