WilliamsMarston is a national accounting, tax and valuation advisory firm founded in 2014. With more than 225 professionals and offices in Boston, New York, Atlanta, Dallas, Denver, Tucson, Southern California and the Bay Area, the Firm advises public, private equity-backed and pre-IPO companies managing rapid growth and transformation including mergers, acquisitions, carveouts, spin-offs, initial public offerings, complex technical accounting, corporate tax and restructuring. With a growing team of industry leading experts, WilliamsMarston is the CFO’s most trusted advisor through their most complex transactions and mission critical initiatives.


BA Major Associates

November 2020

Chord Advisors

August 2021

Bay Valuation Advisors

December 2021

Moffett & Associates

May 2022

Oracle Capital

July 2022

Paradigm Advisory Group

August 2022


Primary Sector:
Professional Business Services

Boston, MA

Investment Date:
July 2020

Exit Date:
August 2022

Primary Contact:
Chris Jones

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