M&A Advisory Services

Whether buying or selling a company, we serve as your financial advisor and advocate, and help navigate the entire process. We bring an experienced and unbiased perspective to help you weigh all the options and make the right decisions.

The decision to buy or sell a company can be emotional and intimidating. Matheson Financial Advisors brings an experienced and unbiased perspective to help business owners weigh all the factors and make the right decisions. Whether buying or selling a company, we serve as your financial advisor and advocate, and we help navigate the entire process.

Matheson Financial Advisors’ team has successfully initiated both buy-side and sell-side transactions for our clients, helping develop M&A strategy, identifying acquisition targets or buyer candidates, and then setting valuation expectations, negotiating structure, and closing transactions. We move our clients through the process efficiently and seek to produce results.

The M&A Services we provide include:

• 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