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Seneca Financial & Operational Advisory (SenecaFOA) is a boutique advisory firm based in New York City, specializing in providing comprehensive financial and operational solutions to middle-market companies. Founded in 2018, the firm leverages deep industry expertise to help clients navigate complex challenges, optimize performance, enhance enterprise value, and execute strategic transactions. SenecaFOA's services typically include financial restructuring, operational improvement, M&A advisory, and interim management, all delivered with a hands-on, partner-led approach.
Serves as the primary operational base for the firm, including client strategy development, advisory service delivery, and overall business management.
Located in a historic and prominent building in the financial district, offering modern office facilities suitable for high-level client consultations and collaborative work.
Characterized by a client-centric, results-oriented, and collaborative environment. The culture emphasizes deep expertise, integrity, and a hands-on approach by senior partners in all engagements.
The New York City headquarters provides SenecaFOA with direct access to major financial institutions, a diverse talent pool, and a central location for engaging with middle-market companies across various industries.
SenecaFOA primarily focuses on serving middle-market companies within the United States. While their advisory teams operate nationally, engaging with clients at their locations, the firm does not maintain publicly listed international offices, concentrating its specialized services on the domestic U.S. market.
14 Wall Street, 20th Floor
New York
NY
USA
Address: Various client locations as per project requirements
To provide direct, hands-on support to middle-market companies in their respective operating regions throughout the U.S.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, Seneca Family of Agencies' leadership includes:
Seneca Family of Agencies has been backed by several prominent investors over the years, including:
As a private boutique advisory firm, SenecaFOA does not typically publicize executive movements. Based on publicly available information, the leadership team appears stable with no major hires or exits announced in the past 12 months.
Discover the tools Seneca Family of Agencies uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
The primary email domain for SenecaFOA is senecafoa.com. Common email patterns for professional services firms include [first_initial][last]@[companydomain].com or [first].[last]@[companydomain].com. (Note: The website senecafoa.com has shown accessibility issues, which may impact email deliverability).
[first_initial][last]@senecafoa.com (e.g., jklick@senecafoa.com)
Format
jklick@senecafoa.com
Example
60%
Success rate
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