Diamond Strategic Advisors

We are a financial consulting services firm that collaborates with executives and their teams to create value. Our expertise in corporate finance and M&A transactions, coupled with broad industry knowledge, enables us to support clients to pursue strategic and financial initiatives to maximize growth.


Our corporate finance and M&A transaction experience covers a wide range of services and support:

Marketing and Board-level Presentations

Financial Modeling and Analysis

Valuation Analyses

Transaction Process Management

Potential Buyer Selection & Outreach

Data Room and Due Diligence Support

Industry, Market and Business Analyses

Executive Introductions


Diamond Strategic Advisors focuses on providing flexible and superior finance support to clients for M&A transactions and other strategic and financial projects. We can work side-by-side with executives during any or every part of a project to provide additional capabilities. Our goal is to maximize a successful outcome, offering reliable support in an efficient and seamless manner.


Our transaction experience includes mergers and acquisitions, divestitures, and private financing transactions. We have worked with privately-owned businesses, public corporations, and private equity-backed companies to identify, evaluate, and execute strategic transactions to increase shareholder value.

Our broad industry knowledge enables us to be more effective as we partner with clients to drive growth. Selected sectors of expertise are listed below.

  • Building Products & Construction
  • Business Services
  • Consumer
  • E-discovery
  • Government Services
  • Healthcare
  • Manufacturing
  • Retail
  • Transportation & Logistics


Katie Kieran, Owner

Katie Kieran has over eight years of experience as an investment banking professional, with a total of 13 years of experience in the financial services industry. Katie founded Diamond Strategic Advisors to provide clients with support on M&A transactions and other strategic and financial projects.

Prior to becoming a freelance professional in 2014, Katie served as a Vice President at Sagent Advisors, a boutique investment bank, originating and executing sell-side, buy-side, and private financing transactions. During her five-year tenure, she worked on eight deals that closed for a combined transaction value of $1.2 billion. Additionally, Katie spent three years at Sagent in a business development role, cultivating relationships with private equity firms. She was responsible for building a network of middle market private equity firms to source new business opportunities. Before joining Sagent, Katie spent five years working in operational and financial roles at Fidelity Investments.

Katie graduated cum laude from The Carroll School of Management of Boston College with a Bachelor of Science in Business Administration and earned a Master of Business Administration with Honors from The Wharton School of the University of Pennsylvania. Katie has a passion for running, spending time outdoors, and reading.


Katie Kieran has consistently performed at a high-level to add value and deliver top-notch project materials for her clients. Katie has used SpareHire as a source for client leads and holds a five-star rating on SpareHire’s website based upon her work product. Selected feedback is below.

Client Pre-Marketing Due Diligence

"Katie continues to be an important asset for our firm. I would consider us regular customers at this point. She's extremely detail oriented and able to grasp all things investment banking-related."

- Caroline S.

Divestiture Analysis

"Another great job by Katie. She is timely, responsive, detailed and adds value to the project."

- Sandy T.

Fairness Opinion and Investment Banking Support

"Katie was great on my investment banking project. She is thorough, efficient, responsive, knowledgeable, and adds value. I'd hire her again in an instant."

- Robert A.

Confidential Information Memorandum

"Extremely detail and task-oriented individual who took our complicated project from start to finish. We'll be hiring her again."

- Alex C.



Ready to learn more about how Diamond Strategic Advisors can augment your firm’s capabilities? Contact us today!