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Associates
Financial Analysts
Principals
Colvin Matheson
Founder and Managing Director
Colvin is also a co-founder and managing member of A|E Advisors, LLC, which is a network of A/E industry consultants covering a variety of management consulting practice areas that also hosts an annual CEO Forum for industry executives (www.ae-advisors.com).
Prior to reestablishing Matheson Financial Advisors in 2003, Colvin was the leader and principal-in-charge of ZweigWhite Consulting's Financial Advisory Services Group, which provided similar services to the design industry. Other previous experience includes eight years of corporate and international banking with expertise in corporate lending, cash management solutions, capital markets, trusts, 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 thousands industry executives at AIA, NSPE, ACEC, and ZweigWhite Hot Firms, Pathway to Principal, and other seminars. He has also been an instructor for ACEC's Business of Design Consulting leadership development program since 2004. 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, the CFA Society of Washington, the American Society of Appraisers, the National Center for Employee Ownership, and Trout Unlimited's Cold Water Conservation Fund.
David Cohen
Managing Director
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.
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. 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. He also holds a Law Degree and has practiced law in the areas of class action litigation, commercial proceedings, and civil actions.
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.
Scott Cobb, CFA
Principal
Prior to joining Matheson Financial Advisors, Scott was a Vice President in the Investment Banking arm of Taylor Companies, a boutique investment bank and consulting firm. In this capacity, Scott worked on all aspects of both buy-side and sell-side transactions with an emphasis on valuation issues. While at Taylor, he worked on transactions involving both privately held as well as publicly traded companies including ABB's $4.2 billion acquisition of Baldor Electric.
Scott has also worked as a Senior Manager at Willamette Management Associates where he performed valuations of privately held companies, intangible asset and intellectual property valuations, purchase price allocations as well as providing other financial advisory services. Scott's other past positions include Senior Manager, Business Valuation, Forensic, and Litigation Services with Ellin & Tucker, Chartered and Senior Manager with Haverford Capital Advisors.
Scott received an MBA from the Yale School of Management and a BS in Finance from Drexel University. He also studied economics and finance at City University in London. He is a Chartered Financial Analyst (CFA) and holds NASD Series 7 and Series 79 licenses. Scott is a member of the CFA Institute, the CFA Society of Washington, and the American Society of Appraisers (ASA). He is currently Vice President of the Washington, DC Metro Area Chapter of the ASA.
Associates
Matthew K. "Matt" Fultz
Associate
Before joining ORIX, he was a Senior Financial Analyst with The Bear Companies, an Arlington, Virginia based investment and merchant banking firm focused on the financial services and real estate industries. Prior to The Bear Companies, he was a Financial Analyst in the Financial Institutions Group at Friedman Billings Ramsey, a middle market investment bank headquartered in Arlington, VA.
Matt has substantially completed the rigorous business valuation/appraisal program with the American Society of Appraisers (ASA) and is pursuing that professional designation. Matt graduated from Virginia Tech in 2005 and earned a Bachelor of Science degree with a major in Finance.
