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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:

  • Initial due diligence

  • Asset sale fairness opinion letters

  • Merger-acquisition

  • Liquidation-restructuring

Services: 

Boutique scientific-management consulting

Supporting:

  • Health equity and patient access improvement

  • Regulatory and compliance research

  • Navigating the consumerization of healthcare 

  • Labor shortages and physician burnout support 

  • Financial instability system-wide review

 

Services:

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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:

  • SBA business valuation and SBA equipment appraisals

  • Litigation business valuation

  • Review by mutually agreed upon expert

  • Software-based in-house venture and PE-fund

Services: 

Information security

Supporting:

  • Retained cybersecurity services

  • Cybersecurity consulting

  • Insider risk services

  • Incident response

  • AI security services

  • Platforms services

Services: 

Wealth management

Supporting:

  • Wealth and estate planning

  • Financial and Alternative asset analysis

  • Cybersecurity and protection

  • Wealth replacement underwriting

  • Business exit consulting

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Services: 

Tax & audit services

Supporting:

  • QuickBooks setup

  • Business transactions

  • Non-profit organizations

Services: 

Human resource management (HRM) services

Supporting:

  • Health and benefits

  • Total rewards

  • Crisis management

  • Risk and analytics

  • M&A

  • Healthcare and life sciences

Services: 

© 2025 Boston Mantra® LLC

General disclaimer: Boston Mantra is an M&A advisory welcoming only inquiries for asset-structured merger-acquisitions.  We do not guarantee outcomes for investment decisions made in connection to our business.  Investments may lose value because market conditions are subject to change.  We are governed by the laws of Massachusetts.  Information on this site are intended to offer general information or education, not to provide investment or legal advice. We are not responsible for the accuracy or completeness of third party content linked or referenced.  No relationship is established unless given in writing.  All services are limited only to what is permissible by law and offered in connection to the scope of written agreement.

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Patient advocacy services offered through Boston Mantra are designed solely for strategic planning, fiduciary coordination, and care navigation in connection with estate, governance, or financial structures. These services do not constitute medical care, diagnosis, or treatment, and are not intended to replace licensed clinical judgment. All health-related services are provided within the bounds of applicable law and only as part of integrated advisory engagements.

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