- Business valuations
- Ownership and succession planning
- Managing mergers & acquisitions
- Other advisory services
Focused primarily on middle-market firms with revenue between $5 million and $500 million, we help clients solve challenges and develop solutions.
Our services are geared to enhance shareholder value in our client companies. We help clients understand the alternatives in building value in their companies and we work together to develop strategies that will support long-term value enhancement based on a thorough analysis of the client company's fundamentals. In an inherently transaction-focused business, we differentiate ourselves by bringing a longer relationship focus to the engagement.
"Our services are geared to enhance shareholder value in our client companies."
Why choose Matheson Financial Advisors? We offer:
- Industry expertise
- Architecture, engineering, construction, and environmental consulting focus and expertise
- Corporate financial services focus/specialization
- High level attention and access
- Long-term relationship orientation
- Independent and impartial advice
- High quality work product and services
- Flexibility and creativity
