Maximizing Enterprise Value from Acquisition to Exit
Chelsea Street Advisors partners with investors to drive enterprise value, applying deep operational and strategic expertise across every stage of the investment cycle, from acquisition to exit.
Chelsea Street Advisors partners with investors to drive enterprise value, applying deep operational and strategic expertise across every stage of the investment cycle, from acquisition to exit.
With a focus on clarity, transparency, and communication, we ensure investors and operators fully understand the financial story behind every deal. The goal is simple: no surprises, no scrambling, no last-minute clean-up.
Financial Due Diligence
& Post-Close Blueprint
Gain insight to make confident
acquisition decisions.
Finance & Accounting
Transformation
Elevate performance through
optimized financial operations.
Chelsea Street has been a great partner for us. They produce high-quality work focused on the areas we care most about, including company momentum, utilization, and headcount trends, helping us better understand the underlying drivers of a business. Their team is highly responsive, collaborative, and quick to understand what we’re looking for. We really appreciate the personal attention and willingness to dig into questions alongside us.
What stood out most about working with Chelsea Street was how flexible they were. They plugged in quickly, got up to speed on the business without a long ramp, and worked well with the management team, which made the whole process smoother on both sides. The work product was consistently high quality, and beyond the deliverables themselves they were a helpful thought partner throughout, willing to talk through what the data was telling us and what it meant for the deal. They even helped with a bespoke deal synergy analysis which was incredibly useful.
Firms like CSA get hired for output and answers to specific questions. The quality of that output is driven by, amongst other things, the quality of the process undertaken. The CSP team differentiate their process by always asking the most important questions at exactly the right time in exactly the right way. Their ability to drive unique insights is a function of an immaculate process characterized by a dynamic dialogue and their commitment to truly understanding our goals as investors.
Standing up the finance capabilities of a new private equity-backed platform is a massive project. Chelsea Street’s support has been instrumental to the successful launch of our company and integration of our first acquisitions. Working with Chelsea Street is seamless. They are creative thinkers and problem solvers with tremendous experience to draw upon.
Maheen works across cash flow forecasting, financial reporting, and dashboard development at Chelsea Street, turning complex financial data into clear, actionable insights that support strategic decision-making for clients. Her unique combination of accounting expertise and technical skill gives her the ability to not just analyze the numbers, but build the tools that make them accessible.
Prior to Chelsea Street, Maheen served as a Financial Analyst in FP&A at Nexamp, where she supported forecasting, budget variance analysis, and built dynamic Power BI reports for executive leadership. She also brings experience from Indus Motors Company, where she automated reporting processes that reduced manual effort by 80% and replaced legacy systems with interactive dashboards.
Maheen is an ACCA Global Prizewinner in Taxation and is passionate about using automation and data visualization to eliminate manual processes — giving finance teams more time to focus on the analysis that actually moves the business forward.
Charles works across audit, financial reporting, and client engagement initiatives at Chelsea Street, bringing a detail-oriented, process-driven approach to every engagement. His background in public accounting gives him a deep understanding of the financial infrastructure that PE-backed companies need to scale with confidence.
Prior to Chelsea Street, Charles spent five years at BerryDunn, where he led audit engagements across healthcare, financial services, and nonprofit clients — managing everything from planning through financial statement delivery. He served as the primary point of contact for clients and internal leadership alike, building the kind of cross-functional relationships that make complex engagements run smoothly.
Charles holds a Master of Science in Accounting and a Bachelor of Science in Accounting and Finance from the University of New Hampshire, with a CPA currently in progress.
He is passionate about improving processes and finding efficiencies that let teams spend less time in the weeds and more time delivering meaningful financial insight.
Phil co-founded Chelsea Street Advisors to deliver a hands-on, execution-focused model that supports private equity portfolio companies beyond diligence and into meaningful finance and accounting transformation. A finance leader with deep expertise in private equity-backed companies, SaaS businesses, and M&A transactions, he advises B2B SaaS companies through periods of growth, integration, and value creation.
Prior to Chelsea Street, Phil served as CFO for Intentsify, a PE-backed B2B company in the marketing technology space, where he led complex financial operations, revenue recognition strategy, and integration across multiple acquisitions. Before Intentsify, he was a Partner at RSM, where he built one of the firm’s largest M&A books, and spent the decade before that at Deloitte working in the Boston, New York and London Offices.
Phil holds a BS in Accounting from Providence College and an MBA from the University of Connecticut. He is a Certified Public Accountant.
Hannah Robinson, CPA, is a transaction advisory professional with over 10 years of experience in financial due diligence, assurance, and deal support for private equity sponsors, lenders, and corporate clients. As a Director at Chelsea Street, she leads quality of earnings and financial due diligence engagements as well as supporting purchase agreement negotiations and post-close disputes and reporting. Her experience spans buy-side and sell-side mandates across a range of industries, giving her broad perspective on deal risk, EBITDA quality, and working capital.
Prior to Chelsea Street, Hannah most recently served as a Vice President at Houlihan Lokey, where she led financial due diligence on 25+ middle-market transactions across software/SaaS, business services, fintech, insurance, and technology. She also has extensive cross-border experience from her time at PwC spanning the U.S., UK, Europe, and Australia on large-cap and middle-market transactions in retail, consumer, leisure, and technology.
Hannah is known for translating complex financial findings into clear, decision-relevant reporting for boards and investors, and for building tools and AI-enabled workflows that improve consistency and efficiency across engagements. She is a Certified Public Accountant licensed in Massachusetts and earned her Master of Accounting and Bachelor of Science in Management (Finance) from Tulane University’s A.B. Freeman School of Business.
Emmanuel is an FP&A and controllership professional with experience spanning global enterprises including Hitachi Vantara, Pierre Fabre, Dr. Reddy’s Laboratories, and Nissan Motor. He specializes in financial modeling, budgeting, and forecasting, with a sharp focus on keeping execution aligned to Annual Operating Plans.
Across these roles, he’s built a track record of scaling financial operations through automation — standardizing reporting workflows and leading system implementations across SAP, Oracle, Anaplan, and tools like SQL and VBA to cut manual reporting cycles and strengthen data integrity across global sites.
Emmanuel has also served as a cross-functional business partner to operating departments and executive teams, managing high-volume O2C and P2P cycles and translating complex variance analysis into actionable OpEx and CapEx insights. He rounds out his finance toolkit with advanced proficiency in modern data environments like BigQuery, Snowflake, and Looker Studio, alongside hands-on ERP implementation experience.
Kenna leads marketing at Chelsea Street Advisors.
She brings a finance and operations mindset to everything she does, understanding that the functions Chelsea Street supports are the backbone of every business. That perspective also shapes how she thinks about partnerships. Not as transactions, but as long-term investments in people and companies that want to build something together.
Prior to Chelsea Street, Kenna built her career in B2B demand generation with a focus on all things digital. She learned firsthand that the best results come from teams that are aligned, willing to work hard, and thinking about what comes next, not just what’s in front of them.
Amy co-founded the firm to deliver a hands-on, execution-focused model that supports private equity portfolio companies beyond diligence and into meaningful finance and accounting transformation. She partners with investors and management teams to strengthen financial visibility, build scalable finance operations, and maximize enterprise value from acquisition through exit.
A finance leader with experience across corporate finance, M&A, and audit, Amy advises middle-market businesses through complex transactions and transition periods — helping them move from deal close to operational clarity with confidence.
Prior to launching Chelsea Street, Amy served as VP of FP&A at a private equity-backed, high-growth company, where she oversaw forecasting, financial reporting, and strategic finance initiatives. Previously, she spent over a decade at RSM, where she rose to Director of Transaction Advisory Services, developing deep expertise in financial due diligence across middle-market M&A.
Amy holds an MBA from Suffolk University and is a Certified Public Accountant in Massachusetts.
Billy works primarily on forecasting, budgeting, and board reporting initiatives, partnering closely with leadership teams to deliver clear financial insights that drive strategic decisions. His experience spans both corporate finance and transaction advisory, giving him a well-rounded perspective on growth, performance, and operational scalability.
Prior to Chelsea Street, Billy most recently served as Manager of FP&A at Nexamp, where he supported executive leadership, owned company-wide forecasting, and built FP&A infrastructure from the ground up.
He also has extensive experience in M&A transaction advisory from his time spent at RSM and KPMG, performing buy- and sell-side diligence, including quality of earnings analyses for mid-sized and large service and commercial businesses.
Billy is passionate about leveraging innovation and automation to make finance functions more efficient—freeing teams to focus less on manual processes and more on meaningful analysis.
Renee works primarily on reporting, revenue accounting, and operational finance initiatives, partnering closely with leadership teams to deliver accurate, timely insights to directly support decision-making. With experience spanning both public and private industries, she provides a well-rounded perspective on technical compliance, process improvement, and scalable finance operations.
Prior to Chelsea Street, Renee most recently served as Accounting Manager at Living Proof Inc, where she oversaw the full revenue-to-cash cycle, supported a two-day month-end close, and partnered with the Controller, CFO, FP&A, and marketing leadership on budget-to-actual analysis and spend management.
In addition, she holds extensive experience from her time at RSM US LLP, where she advanced to Assurance Supervisor, led multiple audit engagements for mid-market consumer and industrial goods companies, and supported considerations for M&A transactions.
Emily Carroll, CPA, is a seasoned accounting leader with extensive experience in controllership, financial operations, and scalable infrastructure design. As a Director at Chelsea Street Advisors, she delivers strategic controllership solutions to growing organizations and partners with executive leadership to build scalable finance organizations.
Throughout her career, Emily has built and led high-performing accounting organizations, including as a controller in industry. Her leadership philosophy centers on establishing clear accounting frameworks to build finance functions that support long-term, sustainable growth
Emily’s earlier Big 4 experience sharpened her expertise in transaction advisory, financial reporting, audit compliance, and technical accounting implementation, positioning her as an experienced advisor during periods of transformation and scale.
A Certified Public Accountant licensed in Massachusetts, Emily holds a B.S. in Accounting and Operations Management from Boston College’s Carroll School of Management