About Us

Matheson Financial Advisors was founded in 2003 to provide financial advisory services to businesses and owners seeking to build and unlock shareholder value in their companies. Colvin Matheson, founder and Managing Director, has over 20 years experience serving corporate and professional service firms and over 12 years working exclusively with architecture, engineering, construction, and environmental consulting firms. We advise on mergers and acquisitions, business valuations, ownership transition planning, ESOPs, management buy-outs, and other strategic corporate financial issues.

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Principals

Colvin Matheson, CFA

Founder and Managing Director

Prior to founding Matheson Financial Advisors in 2003, Colvin served as a principal of ZweigWhite, where he developed and led the Corporate Financial Advisory Services group for over seven years. He was Contributing Editor of the firm's Valuation Survey of A/E/P and Environmental Consulting Firms and he edited the firm's Ownership Transition Advisor, a regular newsletter capturing issues related to building value and transitioning ownership. Other prior experience includes eight years of corporate and international banking experience with expertise in corporate lending, cash management solutions, capital markets, trust, and investment advisory services.

Colvin has developed and delivered seminars on the topics of business valuation, ownership transition, mergers and acquisitions, equity compensation, and firm financial management that have been presented to hundreds of industry executives. He has appeared in trade publications such as Engineering Times, The Zweig Letter, and Engineering, Inc.

Colvin received an MBA in Finance and International Business from George Washington University and a BA from Tulane University. He is a Chartered Financial Analyst (CFA) and is a member of The CFA Institute (www.cfainstitute.org), the Washington Society of Investment Analysts (www.wsia.org), the American Society of Appraisers (www.appraisers.org), and the National Center for Employee Ownership (www.nceo.org).

Colvin can be reached at 703.760.9125 or cmatheson@mathesonadvisors.com.

David S. Cohen, Esq., ASA

Principal

David brings over eight years experience in consulting to clients on ownership transition, business valuation, financial management, and mergers and acquisitions. Prior to becoming a principal at Matheson Financial Advisors, he was managing principal of Exit Strategy Management, a consulting firm he founded to provide financial advisory services to the design industry. David assumed the position of principal at Matheson Financial Advisors in 2006 when Exit Strategy Management and Matheson Financial Advisors merged.

David has completed appraisal assignments for purposes of mergers and acquisitions, internal ownership transition and succession planning, Employee Stock Ownership Plans (ESOPs), and various litigation support engagements. He has assisted clients with all facets of ownership transition planning including analyzing the financial makeup of the company, designing stock valuation formulae, testing the financial feasibility of various stock transition options, and making recommendations for the shareholder's agreement. He has also advised clients through the mergers and acquisitions process helping them identify potential buyers or sellers, conducting due diligence, negotiating, structuring and closing the deal, and integrating the firms.

Prior to founding Exit Strategy Management, David was a shareholder with another industry consulting firm, where he headed up the ownership transition planning unit within the Financial Advisory Services group. As an expert in financial advisory services, David conducts seminars on the topics of financial management, valuation, and ownership transition planning for the design industry, as well as leading in-house educational presentations for firms nationwide and speaking at ACEC and AIA National and State conferences and seminars.

David graduated from the University of Miami (FL) and earned a Bachelor of Business Administration degree with a major in Accounting. He also earned his Juris Doctorate from the University of Miami School of Law and is licensed to practice law in Florida and Massachusetts. In addition to being a member of the American Society of Appraisers, David received the coveted Accredited Senior Appraiser (ASA) designation with a specialization in business valuations.

David can be reached at 508.655.9700 or dcohen@mathesonadvisors.com.