Blupoint Advisory Research
Advisory Approach
Blupoint Advisory is a specialized M&A transaction support and due diligence firm, not a traditional sell-side investment bank. The firm operates with a clear thesis: business owners and PE firms need high-quality, Big 4-caliber financial due diligence without the bureaucratic overhead and inflated fees of large accounting firms. Their professionals—all former Big 4 CPAs from Deloitte—provide independent quality of earnings, net working capital analysis, purchase agreement advisory, and closing statement support on transactions led by other M&A advisors.
The firm was founded in 2020 by Matt Hozik and Maia Yang, both Deloitte alumni, to help public and privately-held organizations navigate the unique challenges of M&A transactions. Their sweet spot is serving as the due diligence partner on lower middle market deals ($5M-$100M TEV), where they provide the financial rigor that buyers require and sellers need to prepare for successful outcomes.
Sector Focus
Blupoint Advisory operates as an industry-agnostic due diligence provider. Their team's Big 4 background and experience across "clients across a variety of industries" enables them to support transactions in manufacturing, business services, healthcare services, technology, consumer products, and industrial sectors. Rather than specializing in specific verticals, they bring transaction services expertise that applies across industries—with particular depth in financial due diligence quality of earnings, net working capital normalization, and purchase price adjustments.
Deal Track Record
The firm's professionals have each "led over 250 transactions" according to their website, reflecting extensive Big 4 transaction services experience. However, as a support partner rather than lead advisor, Blupoint Advisory does not typically announce or publicize specific deals. Their role is behind-the-scenes: providing the quality of earnings reports, net debt analyses, and working capital analyses that buyers rely on for confirmatory due diligence and that sellers use to prepare for sale processes and negotiate purchase price adjustments.
While individual deal records are not publicly disclosed, their aggregate experience spans 250+ transactions per professional across both buy-side and sell-side engagements. This transaction support focus distinguishes them from traditional M&A advisors who run full sell-side processes—they complement sell-side advisors by delivering the technical accounting and financial analysis work that deals require.
Process & Fee Structure
Blupoint Advisory provides targeted due diligence services scoped to each transaction's specific needs:
Sell-Side Preparation: Quality of earnings analysis, net working capital target setting, normalized EBITDA adjustments, purchase agreement accounting policy review, and data room preparation support.
Buy-Side Due Diligence: Confirmatory quality of earnings, net working capital analysis, net debt calculation, purchase price adjustment analysis, and closing statement review.
Additional Services: Purchase agreement advisory, closing statement support, special accounting projects, and staff augmentation for transaction-related accounting needs.
The firm operates with a lean, boutique model—no bureaucracy, no junior staff overhead. They emphasize flexible fee arrangements and "aligning incentives" to ensure their success is tied to client outcomes. As a project-based support provider rather than a success-fee-based sell-side advisor, their fee structure is likely project-based or hourly.
Buyer Network
As a due diligence provider rather than a sell-side advisor, Blupoint Advisory does not maintain a buyer network for sourcing transactions. Their value is in the analytical rigor they bring to deals—providing buyers confidence in financial quality and helping sellers present cleaned financials that withstand scrutiny. Their client relationships include PE firms conducting buy-side due diligence and sell-side advisors who bring them in to support seller preparation.
Competitive Positioning
Blupoint Advisory differentiates through:
- Big 4 expertise without Big 4 overhead—all professionals are Deloitte alumni with 250+ transactions of experience, but as a boutique they pass overhead savings to clients
- Pure due diligence focus—they don't run sale processes or compete with sell-side advisors; they complement them by delivering technical accounting work
- Customized scope—they reject "one-size-fits-all" diligence and tailor their analysis to each transaction's specific risks and value drivers
- Remote-first, lean model—physical presence in Washington D.C., Denver CO, Charleston SC, and Boca Raton FL with lower cost structure than major metro firms
Not a Fit If
Blupoint Advisory is not a fit for:
- Business owners seeking a sell-side advisor to run a full sale process (they provide due diligence support, not buyer sourcing)
- Businesses below $5M TEV (their sweet spot is lower middle market transactions requiring institutional-quality diligence)
- Clients needing capital raising or debt placement (they focus on due diligence, not financing)
- Founders wanting a limited-process, proprietary sale (they support structured processes, not off-market deals)
Team
Matt Hozik, CPA—Co-Founder Matt Hozik is a CPA with more than a decade of experience helping clients navigate complex accounting, financial, and operational challenges. He began his career in Risk Management before transitioning to Deloitte, where he provided Transaction Advisory and Controllership services to clients across a variety of industries. Matt is based in Charlotte, North Carolina.
Maia Yang, CPA—Co-Founder Maia Yang is a former Deloitte alumna with nearly a decade of experience on complex accounting and financial advisory projects. Her work includes revenue recognition modeling, entity structuring, and special projects. She is based in Denver, Colorado.
Kelsey Murray, CPA—Consultant Kelsey Murray is a CPA consultant based in Washington, D.C., with experience in financial accounting and reporting. She is a graduate of the D'Amore-McKim School of Business at Northeastern University.
All team members are CPAs with Big 4 firm experience, specifically Deloitte backgrounds in transaction services and controllership functions.
Geographic Coverage
Remote-first delivery model with physical U.S. presence in:
- Washington, D.C. (primary)
- Denver, Colorado
- Charlotte, North Carolina
- Charleston, South Carolina
- Boca Raton, Florida
Contact: admin@blupointadvisory.com | (571) 242-9986