Sean P. Adams

SEAN ADAMS is an Associate at Floyd Advisory. He has an array of financial and accounting experience in the financial advisory, broker-dealer, investment advisory, and private equity industries.

Just prior to joining Floyd Advisory, Mr. Adams gained experience with private equity acquisitions at an entrepreneurial investment firm. While there, he focused on researching medium-sized companies in various industry sectors and sourcing appropriate investment opportunities. He performed financial modeling, quantitative analysis, and projections for business analysis and risk assessment purposes. Mr. Adam’s pre-investment assessments included evaluating company financials, financial history, management, business practices, operations, and customer relations as well as relevant economic indicators while exploring and reporting on the assets, liabilities, infrastructural fit, and synergies of potential bolt-on acquisitions. His due diligence on the buy side also included assessing working capital, financial and administrative infrastructure, scale, and management expertise to assist arriving at viable valuation multiples for potential acquisitions. Mr. Adam’s contributions to drafting acquisition documents include accounting support, confirming legal and procedural compliance, and ensuring quality control prior to deal closings.

Mr. Adams graduated from Bentley University with a Bachelor’s Degree in Finance with a minor in Mandarin Chinese. He is currently pursuing his Chartered Financial Analyst credential.

Education & Certifications

  • Bachelor’s degree in Finance,
    Bentley College