David Wolberg

Shadowfax Capital

License Number: 9512013

Phone: Show Phone Number

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661 Highland Avenue, Suite 100
Needham, Massachusetts 2494 (View Map)

About the Company

Shadowfax Capital is a boutique merger and acquisition advisory firm providing a multi-disciplined approach to the widely underserved lower middle-market. Our clients are entrepreneurs, small business owners and investor groups who are interested in the sale or purchase of privately-held companies throughout all industry sectors. Our advisory team consists of entrepreneurial-minded merger and acquisition professionals with extensive experience and long-standing relationships with strategic acquirers, private equity firms, high net-worth individuals, and public companies. Our advisors are best in class, each with decades of experience operating within their respective industry, ensuring our clients receive a deep level of expertise. By combining transactional expertise with in-depth industry knowledge, Shadowfax Capital maintains a reputation as a creative and trusted partner for entrepreneurs and investors pursing a purchase or sale transaction.

Broker Biography

David Wolberg (617) 803-6606

Services Provided

Sell Side and Valuation: Each sell-side assignment is handled by a seasoned Managing Director who is directly responsible for, and actively involved in, every phase of the project. We conduct an in depth analysis and valuation of the business and prepare marketing materials before reaching out to our network of potential acquirers. We lead the process and zealously advocate for our clients from the indication of interest straight through to closing. We work in close contact with owners, investors, internal and external accountants, attornies, and other fiduciaries throughout the entire process. Shadowfax Capital has been built on the foundation of trust and confidentiality, and each team member represents our clients as if the business was their own.

Buy Side: With years of working with entrepreneurs and family businesses, Shadowfax Capital provides our buy-side clients with considerable advantages. In addition to our nationwide rolodex of acquisition contacts, we assist our clients with developing acquisition criteria, evaluating strategic alternatives, identifying and approaching unique and optimal acquisition targets, and guiding our clients through the acquisition process.

Areas Served

  • Norfolk, MA
  • Suffolk, MA
  • Essex, MA
  • Middlesex, MA
  • Plymouth, MA
  • Bristol, MA
  • Barnstable, MA
  • Worcester, MA
  • Franklin, MA
  • Hampden, MA
  • Licensed In

    • Massachusetts
    • 9512013
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