Floyd Advisory

What Floyd Advisory does

Floyd Advisory LLC is a privately held, Boston-headquartered financial and accounting advisory firm founded in 2009 by Joseph J. Floyd, a former founding Managing Director of Huron Consulting Group and Arthur Andersen partner. Operating across offices in Boston (280 Summer Street) and New York (1 Penn Plaza) with a Chicago-area presence established in 2021, the firm delivers six integrated service lines — SEC Reporting, Transaction Advisory, Investigations and Compliance, Valuation and Strategy, Data Analytics, and Litigation Services — to SEC registrants, Fortune 500/Global 1000 companies, private equity firms and their portfolio companies, closely held businesses, bankruptcy courts, and Am Law 100 and leading boutique law firms.

The firm's core platform combines senior partner expertise (eight partners averaging 30+ years of experience, drawn from Arthur Andersen, EY, KPMG, PwC, Grant Thornton, Alvarez & Marsal, and Huron Consulting Group) with an in-house Data Analytics practice that applies statistical analysis, natural language processing, anomaly detection, and large-dataset programming to investigations, M&A risk, and litigation matters. Its technology positioning is capability-augmenting rather than proprietary-platform-based: the firm leverages analytical tooling as a force multiplier for forensic accounting, valuation, and SEC reporting expertise rather than selling a standalone AI or analytics product.

Floyd Advisory monetizes through bespoke, quote-based professional services engagements led by partners, with no publicly disclosed pricing or volume metrics. Revenue streams include transaction advisory, expert witness testimony, neutral arbitration, valuation services, SEC reporting advisory, and FCPA/anti-bribery due diligence. Distribution is entirely partner-led enterprise field sales supported by a thought-leadership marketing engine (quarterly AAER summaries, bi-annual "Deals, Dollars and Drivers" M&A reports, M&A pitfalls article series), third-party rankings (Chambers & Partners, Legal 500, GIR 100, Lexology Index), and a Social Impact program with 10+ community partnerships. The firm is not a CPA firm and does not provide audit or attest services; it is 100% privately held with no disclosed institutional investors.

Name

Floyd Advisory

Legal name

Floyd Advisory LLC

Website

https://floydadvisory.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Floyd Advisory is a privately held Boston-headquartered financial and accounting advisory firm founded in 2009, delivering six service lines — SEC Reporting, Transaction Advisory, Investigations and Compliance, Valuation and Strategy, Data Analytics, and Litigation Services — to SEC registrants, Fortune 500 companies, PE firms, and Am Law 100 law firms via partner-led engagements from offices in Boston, New York, and Chicago.

Ownership category

akta.pro rank

Product category

Financial & Accounting Advisory Services

NAICS

Management Consulting Services (54161), Management, Scientific, and Technical Consulting Services (5416), Other Management Consulting Services (541618)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742)

akta.pro primary industry

M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)

akta.pro secondary industries

Corporate Strategy Advisory (BPAHADAA), Internal Audit & SOX/ICFR Advisory (BPAHAFAD), Buy-Side M&A Advisory (FSAEAGAB)

Keywords

• Forensic accounting services
• SEC reporting advisory
• M&A transaction advisory
• Business valuation services
• Expert witness testimony

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Professional consulting engagements: Fee-based engagements across six service lines: SEC Reporting, Transaction Advisory, Investigations and Compliance, Valuation and Strategy, Data Analytics, and Litigation Services. Engagements are scoped per client need and led by partners.
2. Expert witness and testimony services: Revenue from serving as expert witnesses and providing deposition and trial testimony in federal, state, and local courts and in alternative dispute resolution settings on accounting, financial reporting, and economic damages matters.
3. Neutral arbitration services: Revenue from serving as neutral arbitrators in post-acquisition and other disputes, delivering independent determinations on complex accounting and financial reporting matters.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Floyd Advisory is a professional services consulting firm that delivers financial, accounting, valuation, forensic, and litigation advisory services across six integrated service lines: SEC Reporting, Transaction Advisory, Investigations and Compliance, Valuation and Strategy, Data Analytics, and Litigation Services. Engagements are partner-led and serve SEC registrants, Fortune 500/Global 1000 companies, private equity firms, closely held businesses, and the Am Law 100/leading boutique law firms, with additional expert witness testimony and neutral arbitration offerings.

Product overview

Floyd Advisory delivers a unified professional services platform organized into six integrated service lines that work together to serve SEC registrants, Fortune 500 companies, private equity firms, closely held businesses, and the Am Law 100 and leading boutique law firms. The six service lines — SEC Reporting, Transaction Advisory, Investigations and Compliance, Valuation and Strategy, Data Analytics, and Litigation Services — operate as complementary modules that share expertise and methodologies: SEC Reporting delivers financial reporting expertise that often feeds into Litigation Services expert testimony; Transaction Advisory relies on Data Analytics for forensic risk services and Investigations and Compliance for ABAC due diligence; Valuation and Strategy supports both Transaction Advisory (M&A planning valuations, post-acquisition disputes) and Litigation Services (business disputes, IP damages); and Data Analytics underpins accounting investigations, M&A due diligence, and customized solutions for complex regulatory and compliance matters. The firm operates under its Floyd5 Guiding Principles (Client Focused, Curiosity-Driven Talent and Collaboration, Thought Leadership, Passionate Responsive Engaged, and Social Impact) and complements its advisory work with a robust Insights & News publication program, including quarterly Accounting and Auditing Enforcement Releases (AAER) summaries and bi-annual Deals, Dollars and Drivers M&A summaries.

Differentiator

Problem solved

Functional benefit

Products and services

• SEC Reporting Expert guidance for accurate, compliant SEC financial disclosures, including SEC reporting issues, accounting advisory, and white collar defense support for companies, management, boards of directors, special committees, and audit committees navigating financial reporting problems, restatements, and regulatory inquiries.
• Transaction Advisory M&A advisory services guiding buyers, sellers, and private equity sponsors through every stage of the deal lifecycle, including M&A buy-side advisory, sell-side advisory, private equity services, and M&A forensic risk services and advisory (including ABAC due diligence).
• Investigations and Compliance Comprehensive financial and operational investigations and compliance services, including accounting investigations, fraud and operational investigations, government contracting and compliance, and anti-corruption (FCPA) investigations and compliance. Recognized in Global Investigations Review's GIR 100 list.
• Valuation and Strategy Strategic planning and accurate valuation services to drive growth, optimize performance, and maximize value, covering valuation and financial analyses (including M&A planning valuations, business appraisals, goodwill and intangible asset impairment analyses, gift and estate tax valuations), business planning and analysis, and distressed company matters.
• Data Analytics Turning complex data into actionable insights for investigations, M&A, and regulatory matters; provides data analytics for accounting investigations, private equity / M&A services, and customized data solutions for complex cases, leveraging spreadsheets, programming languages, and language processing tools.
• Litigation Services Specialized litigation support delivering clear, credible financial analysis and expert testimony, covering business disputes, expert testimony in federal/state/arbitration settings, post-acquisition disputes, neutral arbitration services, intellectual property matters, and individual financial loss calculations.

Quantifiable outcome

• Served well over 20 private equity firms and many Global 1000 companies over 10+ years.
• +3 more outcomes

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability7 records

Feature4 records

Partnerships

Ten partnerships are on record, tiered minor.

• Boys & Girls Clubs of BostonminorOthersFloyd Advisory is a Social Impact Partner of Boys & Girls Clubs of Boston. Robert Lashway serves on various leadership committees in the organization, and LeeAnn Manning serves on its Board of Directors. Staff volunteer through firm events.
• Cradles to CrayonsminorOthersFloyd Advisory is a Social Impact Partner of Cradles to Crayons; the Boston team has volunteered to inspect and sort clothing for children in New England.
• Greater Boston Legal Services (GBLS)minorImplementation/ SI/ Consulting PartnerFloyd Advisory partners with Greater Boston Legal Services, where Robert Lashway serves on its board and finance committee, applying the firm's financial skills in pro bono capacity.
• GiGi's PlayhouseminorOthersSocial Impact Partner of GiGi's Playhouse (Long Island).
• MARE (Massachusetts Adoption Resource Exchange)minorOthersSocial Impact Partner of MARE.
• Marisa's MissionminorOthersSocial Impact Partner of Marisa's Mission.
• Massachusetts Society of CPAs (MassCPAs)minorOthersFloyd Advisory partners with MassCPAs. LeeAnn Manning serves on the Board of Directors of the Massachusetts Society of CPAs.
• BAA Gives BackminorOthersSocial Impact Partner of BAA Gives Back.
• More Than WordsminorOthersFloyd Advisory partners with More Than Words, a nonprofit social enterprise empowering youth. The Boston team has volunteered to sort books and fill online orders at the Boston Bookstore.
• New York CaresminorOthersFloyd Advisory partners with New York Cares; the NYC team has volunteered at The New Jewish Home running a bingo event for residents.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Kroll: Global investigations, disputes, and valuation firm (formerly Duff & Phelps) that competes across multiple of Floyd Advisory's core service lines — particularly business valuation, expert testimony, and forensic investigations. Expert Advisor Lisa Snow was a Managing Director at Duff & Phelps / Kroll.
• Grant Thornton: Major accounting and advisory firm whose Forensic Advisory Services practice directly competes for investigations, litigation support, and valuation mandates. Partners LeeAnn Manning and Paul Charnetzki both previously led Grant Thornton's Forensic and Advisory Services practice.
• BDO USA Advisory: Top-tier accounting and advisory network with a forensic investigations and valuation practice that competes for SEC reporting, M&A due diligence, and disputes work. Operates at a larger scale than Floyd Advisory across similar service lines.
• Ankura Consulting: Global expert services and advisory firm with a strong disputes, investigations, and valuation practice that directly competes for forensic accounting, expert witness, and transaction advisory mandates similar to those Floyd Advisory serves.
• Huron Consulting Group: Larger diversified consulting firm with a financial and economic consulting practice that directly overlaps Floyd Advisory's SEC reporting, valuation, and disputes work. Joseph Floyd and Robert Lashway were both prior leaders at Huron, and multiple other partners and staff came from the firm, making it the closest institutional peer.
• Alvarez & Marsal: Global professional services firm with a leading Disputes and Investigations practice that directly competes for the same forensic accounting, expert witness, post-acquisition disputes, and valuation mandates that anchor Floyd Advisory. Managing Partner Michael Phillips and Senior Manager Meghan Mellott previously worked at A&M.
• FTI Consulting: Major global advisory firm with a Forensic and Litigation Consulting practice that competes head-to-head on business disputes, expert testimony, valuation, and investigations. Partner William Shea was a Senior Consultant at FTI, and the firm offers a similar mix of testimony support, valuation, and damages quantification.

Direct peers

• Berkeley Research Group: Specialized expert services and consulting firm focused on disputes, investigations, and financial advisory — a direct peer to Floyd Advisory's Litigation Services and Investigations and Compliance practices. Senior Associate Alec O'Donnell previously worked at BRG's fund restructuring team.
• Secretariat Advisors: Boutique expert services firm specializing in disputes, international arbitration, and financial damages — closely comparable to Floyd Advisory's Litigation Services practice. Both firms are partner-led, focused on expert testimony and damages quantification, and target Am Law 100 law firms and Fortune 500 clients.
• Eisner Advisory Group: Mid-sized accounting and advisory firm with a forensics and valuation practice that competes in a similar size tier and service mix to Floyd Advisory, particularly for SEC reporting, valuation, and litigation support work in the Northeastern U.S.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/floyd-advisory-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Floyd Advisory