Greg Fincke

Greg Fincke is a Managing Director at Equiteq, an elite global investment bank that works exclusively with entrepreneurs and owners in the management-consulting and technology/IT-services sectors to design and execute exit strategies (trade sales, private-equity investments, and mergers). He joined the firm's London office in 2014, holding roles including Director of Market Intelligence and Operations. In 2015 he co-founded Equiteq's New York office alongside David Jorgenson, and in March 2020 he relocated to launch and lead the firm's Boston office — its second in the U.S. He is based in Boston and is frequently the first point of contact for owners seeking advisory support.

Before Equiteq, Fincke held leadership roles across the med-tech, marketing-services, and consumer-technology sectors, including work as a general manager at Advent Medical Products. Equiteq's team page describes him as someone who "quickly grasps complex business challenges" and is a "creative and pragmatic problem solver," with strong commercial acumen across sales, marketing, and financial valuation, and deep expertise in technology services and consulting.

He holds an MBA from Bayes Business School (formerly Cass Business School, City, University of London) and a BA in Political Science from Allegheny College. He is a dual U.S. and Italian citizen and was named a 2017 "Emerging Leader" by *The M&A Advisor*. He is registered as a broker with Equiteq Securities LLC (FINRA BrokerCheck).

Equiteq itself has roughly 70 employees globally and, in a recent year, completed about 20 transactions with an aggregate value of approximately $1 billion, positioning itself as a specialist advisor for owner-managed knowledge-economy firms.

*(Framed as Fincke's advisory / deal thesis — the criteria he looks for when taking on and positioning a firm for sale, per his own podcast commentary.)*

• Who he works with: Owners of consulting and IT-services businesses, typically with EBIT of ~$3–25M and revenue from the low teens up to $200M+; roughly 1,000 North American consulting firms fall in Equiteq's target size range.
• Key value drivers he screens for: Gross margins above 40% (firms below 40% get discounted); diversified, blue-chip client bases (Fortune 500 and PE-backed clients are most valuable); fixed-fee delivery models preferred over time-and-materials.
• Reducing "key person risk": Fincke repeatedly cites founder dependency as the single biggest obstacle for smaller firms — he pushes owners to build multiple revenue-generating principals, scalable delivery and demand generation, strong talent recruitment/retention with career-progression frameworks, and proprietary IP tied to revenue growth.
• Valuation benchmarks he cites: Revenue multiples typically 2–3x; EBITDA multiples typically 9–12x for quality consulting/IT-services firms.
• Deal structure guidance: Sellers should expect roughly 60% cash at close and ~40% in earnouts over up to three years, though this varies significantly by buyer.
• Market view: Private equity now accounts for ~50% of buyers (up from ~25% five years earlier), and strategic acquirers like Accenture buy 60+ consulting firms a year — making it, in his framing, a strong seller's market for well-built firms.