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Noel Swartz CPA*

Partner – Assurance Services
 

Office Location
53 State Street
38th Floor
Boston‚ MA 02109
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Contact
617.994.0067
noel.swartz@marcumllp.com
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Noel M. Swartz is a Partner in the Firm’s Boston office and is a member of its SEC and High Technology industry groups. He has more than 20 years of experience working in public accounting and private industry. He provides auditing and assurance services to middle-market clients in various industries, including high technology, software, financial services and employee benefit plans.

In addition, Mr. Swartz has extensive experience serving a variety of middle-market manufacturing clients including medical devices, green energy, machine tools, and others.

Working closely with smaller reporting companies and privately-held companies, Mr. Swartz assists with public offerings, due diligence, and mergers and acquisitions. He also has experience with complex accounting and finance issues such as equity instruments, stock options, warrants, warrants with debt, derivative instruments and multiple-deliverable revenue recognition.

Prior to joining the Firm, Mr. Swartz was a Senior Manager at a “Big 4” accounting firm where he was responsible for the audits of various private and public companies and also served as an instructor at regional and national training seminars. Earlier in his career, he was a Controller for a middle-market manufacturing company.

 
Professional & Civic Affiliations
  • Massachusetts Horticultural Society, Board of Trustees
    • Audit and Finance Committee Chairman
  • Small Business Association of New England (SBANE)
  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA
  • Carillon Historical Park, Dayton, Ohio, Former Bell Board Member
  • The i-Zone, Dayton, Ohio, Former Board Member
  • Sports Car Club of America, Western Ohio Region, Former Officer

Areas of Expertise
  • SEC Filings
  • Mergers & Acquisitions
  • Revenue Recognition
  • Complex Equity
Key Clients
  • High Technology
  • Manufacturing
  • Broker-Dealers
  • Employee Benefit Plans
Education
  • Bachelor of Science, Accounting
    Ohio Northern University
*Licensed by the Commonwealth of Massachusetts
ASI Content Holder
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