Matheson Financial Advisors, Inc.
July 31, 2010
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News and Press

Take the A/E Advisors CEO Survey Now!
Wednesday, February 3, 2010
As we prepare for our 4th annual A|E Advisors CEO Forum on March 17-19 in Hollywood, FL, we are conducting an industry-wide survey of CEOs’ thoughts regarding current strategic issues.



The survey consists of the following three questions and can be accessed through this link: http://vovici.com/wsb.dll/s/f340g428e2



As a result of the recession, the world changed and is likely never to be the same. What do you see as the "new normal" for firms in our industry, and what business changes has your firm made that you believe will become permanent?


There is a sense that the worst of the recession is behind us, but many are concerned about an impending "W" or double dip, especially considering the commercial real estate and banking situation. How has your firm positioned itself to survive thus far—and eventually prosper—in this uncertain economic environment?


In the past few years, what has been your own biggest challenge as a CEO, and what have you done to address it?


Please note that all responses are completely anonymous.



The special survey website will be available to you for three weeks beginning Friday, January 22 through Friday, February 19, after which we will close the site to tabulate the results into a brief report which we will distribute at the Forum to form the basis of our general session, “CEOs Speak Out: Results from the A|E Advisors Survey.”


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Thornton Tomasetti, Inc. (New York, NY) Acquires DASSE Design, Inc. (San Francisco, CA)
Tuesday, March 3, 2009
Matheson Advisors served as financial advisors to Thornton Tomasetti in its acquisition of DASSE, a 60-person structural engineering firm with offices in San Francisco and Oakland, CA. Matheson Advisors provided valuation, deal structuring, due diligence consulting, and negotiations for the transaction. The acquisition of Dasse provides 650-person structural firm Thornton Tomasetti with additional geographic reach in California as well as greater resources in the healthcare and education markets.
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RHL Design Group, Inc. was acquired by Stantec, Inc.
Monday, September 1, 2008
March 2008 – Matheson Financial Advisors represented RHL Design, a multi-office western U.S., 180-person retail focused program management and A/E firm in the acquisition by Stantec. Matheson Advisors initiated and negotiated the transaction as M&A Advisor to RHL and its owners. Other services provided included longer term strategic consulting, marketing, valuation, deal structuring, and closing assistance. The transaction provided liquidity to RHL shareholders while also providing a strong growth platform for RHL’s retail-focused business.
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May /June 2008 - Engineering Inc. interviews Colvin Matheson on strategic mergers and acquisitions
Monday, June 30, 2008
"Engineering Inc." interviews Colvin Matheson and other industry experts on strategic mergers and acquisitions.
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May 2007- Atwell-Hicks, LLC (Ann Arbor, MI) merges with HEC Engineering, LLC (Mesa, AZ)
Tuesday, June 5, 2007
May 2007 – Matheson Advisors provided valuation and transaction consulting services to 500+ person land development consultant Atwell-Hicks, LLC in their first western expansion to Phoenix with merger of HEC, a 100-person land development and civil engineering firm.
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A/E Advisors First Annual CEO Forum is a great success
Thursday, March 8, 2007
The roundtable discussions at the beautiful Arizona Biltmore Resort & Spa from March 9 - March 9, 2007 provided CEO's from firms with a minimum staff size of 150 to take part of strategic roundtables with CEOs of other forward thinking, progressive A/E firms.
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Matheson Advisors Hosted Land Development Consultant Roundtable
Friday, November 10, 2006
Matheson advisors hosted the First Annual Land Development Roundtable at Ponte Vedra Inn & Club in Florida on November 10 - 11, 2006. Participants of leading E/A firms and developer panel met to discuss current land development market and strategies for the road ahead. For more information, please call Colvin Matheson at 703.517.2540.
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Business Valuation Builds Shareholder Value, by David Cohen
Monday, November 6, 2006
David Cohen's shares his expert opinion on business valuation and shareholder value in the Banker & Tradesman weekly
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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 today 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.
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Colvin Matheson Interviews
Colvin Matheson gives insight on Ownership Transition and ESOPs and Succession Planning in Engineering, Inc.
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