M&A Deals Move Fast.
And So Should You
Providing specialized financial expertise and manpower to Private Equity, VC, Family Offices, and Corporates across the US and internationally when you don't have the necessary support in-house.
Due Diligence
Valuation
Financial Modeling
Deal Negotiation
R&W Reviews
Board/IC Materials
Comprehensive M&A Financial Services
We provide specialized financial expertise across all phases of M&A transactions, ensuring you have the support you need when you need it most.
Financial Due Diligence
Comprehensive financial analysis and risk assessment to support informed investment decisions.
Valuation
Accurate business valuations using industry-standard methodologies and market insights.
Financial Modeling
Advanced financial models to support strategic decision-making.
Deal Negotiation
Strategic deal structuring and negotiation support to maximize transaction value.
Reps & Warranties Financial Reviews
Detailed analysis of financial representations and warranties to mitigate transaction risks.
Board/IC Materials
Investment committee presentations tailored to your specific M&A requirements.
Meet David Behar
David Behar
David Behar is a Mergers & Acquisitions professional with experience advising on more than 120 mid-market transactions (enterprise values ranging from $25 million to $1.5 billion). He brings deep Financial Due Diligence expertise across Technology/SaaS, Consumer Products, Industrials/Manufacturing, Defense, and Transportation.
A first-generation American of Turkish-Cuban heritage, David was born in Miami and raised in Hallandale Beach, FL. He is a Certified Public Accountant (CPA) in the State of Florida (since 2015) and has held roles at PwC, Grant Thornton, and Everest Reinsurance.
Today, David advises clients through Behar Advisory, his boutique accounting and finance advisory firm, helping corporate and private equity clients navigate complex transactions through Valuation Analysis, Quality of Earnings reviews, Financial Due Diligence, Financial Modeling, and Financial Forecasting solutions.
David Behar is a Mergers & Acquisitions professional with experience advising on more than 120 mid-market transactions (enterprise values ranging from $25 million to $1.5 billion). He brings deep Financial Due Diligence expertise across Technology/SaaS, Consumer Products, Industrials/Manufacturing, Defense, and Transportation, delivering complex insights that drive actionable strategies for C-Suite executives, private equity sponsors, and corporate clients.
A first-generation American of Turkish-Cuban heritage, David was born in Miami and raised in Hallandale Beach, FL. He is a Certified Public Accountant (CPA) in the State of Florida (since 2015) and has held roles at PwC, Grant Thornton, and Everest Reinsurance, specializing across multiple facets of the M&A lifecycle. David has lived and worked in Miami, New York City, and Atlanta, and now resides in South Florida with his wife and growing family.
Today, David advises clients through Behar Advisory, his boutique accounting and finance advisory firm, helping corporate and private equity clients navigate complex transactions through Valuation Analysis, Quality of Earnings reviews / Financial Due Diligence, Financial Modeling (including LBO matters), and Financial Forecasting solutions.
Previous Experiences
PwC
Grant Thornton
Everest
Accreditations
Certified Public Accountant
State of Florida (2015)
University of Florida
Undergraduate & Masters in Accounting (2014)
M&A Deals Completed
Mid-market transactions
Trusted by Leading Organizations
We serve a diverse range of clients across the US and internationally, providing specialized financial expertise where it's needed most.
Private Equity
Supporting PE firms with due diligence, valuation, and deal execution across various sectors and transaction sizes.
Family Offices
Providing specialized M&A expertise to family offices seeking to expand their investment capabilities.
Corporates
Assisting corporate clients with strategic acquisitions, divestitures, and financial analysis.
Venture Capital
Supporting VC firms with financial due diligence and valuation analysis for growth-stage investments.
Sector Expertise
Our deep industry knowledge spans across multiple sectors, enabling us to provide specialized insights and tailored solutions for each unique market.
Industrial/Manufacturing
Software
Education
Marketing/Services
Consumer Products
Defense
AI
Media
Articles & Analysis
Stay informed with our latest market insights, M&A trends, and industry analysis from our experienced team.
US & International Expertise
Our global perspective and cross-border experience enable us to serve clients across multiple continents with deep understanding of regional market dynamics. Behar Advisory proudly serves clients throughout the United States, South and Central America, and Europe.
Ready to Discuss Your M&A Needs?
Schedule a Consultation to learn how Behar Advisory can provide the financial expertise to maximize your M&A deal today.