Matthew Fultz, ASA, will be presenting a session at the ACEC Business of Design Consulting Conference 2020 from March 4-7 in New Orleans, LA. Matt will be facilitating a session on finance, business management & ownership transition.
On May 18-20, Matheson Financial Advisors will be hosting the 8th Annual Capital Strategies and M&A Forum in Irving, TX.
Having joined Matheson Financial Advisors in early 2009, Matt Fultz is a Director with Matheson Financial Advisors where he is responsible for project engagement and client management as well as financial and valuation modeling and analysis of client firms. He also provides market research and other management responsibilities related to the firm’s business valuations, stock plans, strategic capitalization analyses, and merger and acquisition (M&A) engagements. Prior to joining the firm, he was an Associate with the Venture Finance team at ORIX USA, a mid-market provider of debt and equity finance, located in McLean, Virginia. While at ORIX he was responsible for evaluating prospective investment opportunities, due diligence, industry research, financial modeling and analysis, and creating investment memorandums.
Before joining ORIX, he was a Senior Financial Analyst with The Bear Companies, an Arlington, Virginia based investment and merchant banking firm focused on the financial services and real estate industries. Prior to The Bear Companies, he was a Financial Analyst in the Financial Institutions Group at Friedman Billings Ramsey, a middle market investment bank headquartered in Arlington, VA.
Matt has completed the rigorous business valuation/appraisal program with the American Society of Appraisers (ASA). Matt graduated from Virginia Tech in 2005 and earned a Bachelor of Science degree with a major in Finance.
Matt 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.