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Building Success By Building Shareholder Value

Matheson Financial Advisors is a boutique corporate finance advisory firm providing a broad range of services including business valuations, ownership transition planning, mergers and acquisitions consulting, and other financial advisory for architecture, engineering, construction (“AEC”), and environmental firms.

Working exclusively with AEC and Environmental firms allows our clients to benefit from technical skill set combined with industry expertise which results in a clear pathway to enhancing firm value.

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Capital Strategies and M&A Forum

Join Us

Join your colleagues to discuss capital and M&A strategies and opportunities that your firm can utilize in today’s market to build shareholder value. We will provide a current assessment of the M&A markets and capital formation strategies and will help you evaluate and execute successful programs, such as M&A financing, private equity, leadership and ownership transitions, and ESOPs.

By the Numbers

100+

ANNUAL BUSINESS VALUATIONS

75+

YEARS OF INDUSTRY EXPERIENCE

2

CONFERENCES HOSTED ANNUALLY

30

ESOPs INITIATED

Business Meeting

Recent Transactions

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