Lee D. Boss

As President of Mercadien Capital Advisors, Lee Boss uses his extensive financial management background to guide middle-market businesses through complex M&A transactions. Lee’s broad expertise in financial management, strategic planning, and business advisory services provides a solid foundation for his M&A work. This allows him to offer unique insights throughout the transaction process, particularly in:

• Financial due diligence and analysis
• Strategic valuation of target companies
• Optimization of deal structures
• Post-transaction financial integration

Lee serves clients across manufacturing, professional services, technology, and healthcare industries. His proactive, relationship-focused approach ensures a deep understanding of each client’s financial position and strategic goals. His holistic financial expertise is especially valuable when:

• Conducting thorough financial due diligence
• Assessing and optimizing financial and accounting systems for transactions
• Performing comprehensive sell-side readiness evaluations
• Developing compelling financial narratives for go-to-market materials
• Enhancing financial performance to maximize transaction value
• Coordinating financial aspects with other professional advisors

Lee draws his experience from working with a Big Four firm, where he served both large private and public companies, as well as middle-market clients. This background allows him to navigate complex financial structures and identify key value drivers in transactions. By staying current with financial management trends and regulatory changes, Lee ensures that his clients receive cutting-edge financial strategies throughout the M&A process. His extensive knowledge in financial management provides clients with the confidence to make informed decisions during critical transaction phases. At Mercadien Capital Advisors, Lee’s combination of broad financial expertise, industry experience, and client-focused approach makes him an invaluable resource for businesses seeking to optimize their financial position in M&A transactions. Lee resides in Robbinsville, NJ with his wife and their three children.