Colvin Matheson is the founder and Managing Director of Matheson Financial Advisors, Inc., a boutique corporate financial advisory firm focused on the Architectural, Engineering and Construction (A/E/C), Environmental Consulting, and Government Contracting market sectors. Matheson Financial Advisors provides client firms with business valuations, fairness opinions, strategic capitalization reviews, internal ownership transition consulting, ESOPs, equity incentive plans, and mergers and acquisitions (M&A) representation. With over 30 years of business, corporate finance and consulting experience, Colvin has performed more than a thousand client engagements, guiding clients through corporate valuations, strategic decisions, stock transactions, and M&A activities.
Colvin is also a co-founder and Managing Member of A|E Advisors, LLC, a network of A/E/C industry consultants covering a variety of management consulting practice areas that also hosts an annual CEO Forum for industry executives (www.ae-advisors.com). He also produces the Matheson Advisors Capital Strategies and M&A Forum which is held annually in Chicago.
Prior to re-establishing 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 of industry executives at ACEC, AIA, NSPE, 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. Colvin 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), a Certified Merger & Acquisition Advisor (CM&AA), and is a member of The CFA Institute, the CFA Society of Washington, the American Society of Appraisers, the American Council of Engineering Companies (ACEC), The ESOP Association, the National Center for Employee Ownership, and Trout Unlimited’s Cold Water Conservation Fund. Colvin Matheson holds the Series 63 (Uniform Securities Agent State Law) and Series 79 (Investment Banking) securities registrations and is a registered representative for M&A securities transactions that are offered through Mclean Securities, LLC (Mclean, VA) member FINRA/SIPC.