Matheson Financial Advisors merges with Exit Strategy Management
Sunday, October 1, 2006
Matheson Financial Advisors, Inc., a leading corporate financial advisory firm focused on the architectural, engineering, construction, and environmental markets, announced that it has merged with Exit Strategy Management LLC, a financial services consulting firm based in the Boston, Massachusetts area. The merged company, operating as Matheson Financial Advisors, Inc., will have expanded geographic strength, capabilities, and resources.
Exit Strategy Management, founded in 2003, is a leading consulting firm providing an array of services, including internal ownership transition and stock planning, merger and acquisition services, business valuations, strategic business planning, and employee ownership consulting. The firm was formed with the belief that building shareholder value is a key concept facing architectural and engineering design and environmental firms, and one way to impact shareholder value is through managing exit strategies. Having completed over 100 engagements in three years, the firm’s resources and expertise will be valuable assets to Matheson Financial Advisors.
“The merging of Matheson Financial Advisors and Exit Strategy Management forms a unique strategic match,” said Colvin Matheson, CFA, and Managing Director of Matheson Financial Advisors. “Our complementary business and client sector focus will be strengthened by the additional resources and geographic expansion, allowing us to better serve our clients’ needs. Combined, we are a leading corporate financial advisory firm serving professional services firms in the architectural, engineering, construction and environmental markets. And, on a personal level, I look forward to building our business with David Cohen, founder of Exit Strategy Management.”
David Cohen, Esq., ASA, and principal and founder of Exit Strategy Management, adds, “Colvin and I have had the opportunity to work closely together delivering many successful client engagements. Our combined experience and expertise will truly benefit our current and future clients. I am excited to be a part of Matheson Financial Advisors’ successes.”
ABOUT MATHESON FINANCIAL ADVISORS
Matheson Financial Advisors, Inc., founded in 2003, is a corporate financial advisory firm that provides a broad range of strategic services, including business valuations, mergers and acquisitions services, and ownership transition planning. Focused primarily on middle-market firms with revenue between $5 million and $500 million, we help clients think long-term about their firm’s strategy and how to add value to shareholders. Matheson Financial Advisors has a unique market sector focus on architecture, engineering, construction, environmental consulting, building products, and government contracting firms. For more information, visit www.mathesonadvisors.com
Exit Strategy Management, founded in 2003, is a leading consulting firm providing an array of services, including internal ownership transition and stock planning, merger and acquisition services, business valuations, strategic business planning, and employee ownership consulting. The firm was formed with the belief that building shareholder value is a key concept facing architectural and engineering design and environmental firms, and one way to impact shareholder value is through managing exit strategies. Having completed over 100 engagements in three years, the firm’s resources and expertise will be valuable assets to Matheson Financial Advisors.
“The merging of Matheson Financial Advisors and Exit Strategy Management forms a unique strategic match,” said Colvin Matheson, CFA, and Managing Director of Matheson Financial Advisors. “Our complementary business and client sector focus will be strengthened by the additional resources and geographic expansion, allowing us to better serve our clients’ needs. Combined, we are a leading corporate financial advisory firm serving professional services firms in the architectural, engineering, construction and environmental markets. And, on a personal level, I look forward to building our business with David Cohen, founder of Exit Strategy Management.”
David Cohen, Esq., ASA, and principal and founder of Exit Strategy Management, adds, “Colvin and I have had the opportunity to work closely together delivering many successful client engagements. Our combined experience and expertise will truly benefit our current and future clients. I am excited to be a part of Matheson Financial Advisors’ successes.”
ABOUT MATHESON FINANCIAL ADVISORS
Matheson Financial Advisors, Inc., founded in 2003, is a corporate financial advisory firm that provides a broad range of strategic services, including business valuations, mergers and acquisitions services, and ownership transition planning. Focused primarily on middle-market firms with revenue between $5 million and $500 million, we help clients think long-term about their firm’s strategy and how to add value to shareholders. Matheson Financial Advisors has a unique market sector focus on architecture, engineering, construction, environmental consulting, building products, and government contracting firms. For more information, visit www.mathesonadvisors.com
