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."
Selecting the appropriate exit strategy or ownership expansion program and setting the course to
a successful transaction requires broad, cross-disciplinary experience in accounting, finance,
strategy consulting, organizational behavior, investment theory, and even retirement planning,
combined with insight into industry trends and hands-on experience with various buy-out and
acquisition structures. Our team has the experience and track record working with closely-held
companies to navigate the process. We offer the technical expertise of larger investment banks
combined with the personal service and relationship orientation of a smaller boutique advisory firm.
At Matheson Financial Advisors, we are committed to producing a high standard of work product as well as providing independent, impartial, and objective advice to our clients.
The services we provide include:
Business Valuations
- Valuations/Appraisals of Business Interests and Securities (Control and Minority Interest)
- Independent ESOP Valuations for ESOP Trustees
- Valuations for Mergers & Acquisitions
- Valuations for Stock Incentive Programs (Restricted Stock, Stock Appreciation Rights)
- Valuations for Life Insurance Funding
- Valuations for Estate and Gift Tax Purposes
- Valuations for Litigation Purposes
- Stock Formula Design for Buy-Sell Agreements
- Fairness Opinions
- Value Maximization Analysis and Strategies
Ownership Transition
- Ownership Transition Advisory Services
- Ownership Expansion Programs
- Management Buy-Outs
- Employee Stock Ownership Plans (ESOPs)
- Preparation of Offering Memoranda
- Stock Redemptions
- Equity Incentive Plans
- Leadership Transition Consulting
- Corporate Governance Consulting
Merger & Acquisition Advisory Services
- Buy-side and Sell-side M&A Representation
- Development of M&A Strategies
- M&A Market Research
- Acquisition Searches and Outsourced Corporate Development
- Identification and Assessment of M&A Candidates
- Negotiation Assistance/Management/Facilitation
- Deal Structuring
- Financial Due Diligence
Other Advisory Services
- Board Advisory Services
- Strategic Alternatives Analyses
- Financial Benchmarking and Strategies
- Shareholder Value Analyses
