Business Details
Trusted M&A Advisory for AEC Firms
Matheson Financial Advisor is a boutique corporate finance and M&A advisory firm dedicated to serving Architecture, Engineering, and Construction Management (AEC) firms. With decades of combined industry experience, we specialize in business valuations, ownership transition strategies, ESOP buy-out solutions, and capital strategy planning. Our team combines technical finance expertise with deep AEC industry knowledge to help clients maximize shareholder value. We take a personalized approach, working closely with clients to develop tailored strategies that align with their financial and strategic goals. Our services include sell-side and buy-side M&A representation, fairness opinions, and ESOP advisory.We pride ourselves on delivering comprehensive guidance throughout the transaction process, from initial planning to post-closing support. Our commitment to excellence is reflected in our track record of over 100 annual AEC industry business valuations and 30+ initiated ESOPs. We serve as trusted advisors, providing actionable insights to navigate complex ownership transitions and capital strategies. Our team's expertise extends to regulatory compliance, including ESOP annual valuations that meet ERISA requirements. We host annual conferences to share market insights and help firms evaluate M&A opportunities, private equity partnerships, and leadership transitions.
Services
M&A Transaction Advisory
Business Valuation
ESOP Services
Ownership Transition Planning
Capital Strategy Consulting
Highlights and features
- We offer 30+ years of AEC industry-specific M&A expertise
- Our personalized approach ensures focused client representation
- We provide end-to-end transaction execution support
- We combine technical finance skills with industry knowledge
- Our ESOP valuations meet ERISA regulatory requirements
Associations and certifications
- FINRA
- SIPC
Services
M&A Transaction Advisory
Our M&A advisory services specialize in representing AEC firms through buy-side and sell-side transactions. We provide comprehensive support including market analysis, valuation advisory, deal structuring, and negotiation. Our industry expertise ensures optimal transaction outcomes while maintaining client confidentiality throughout the process.
Business Valuation
We deliver independent business valuations for M&A transactions, ESOPs, estate planning, and shareholder agreements. Our AEC industry specialists combine technical expertise with market insights to provide accurate, defensible valuations that meet regulatory requirements and support strategic decision-making.
ESOP Services
Our ESOP advisory services include transaction valuations, annual administrative valuations, and sustainability analysis. We help AEC firms implement and maintain ESOP structures that align with ownership transition goals while ensuring compliance with ERISA regulations and trustee requirements.
Ownership Transition Planning
We develop customized ownership transition strategies for AEC firms, including internal succession plans and third-party sales. Our services cover buy/sell agreement reviews, deal structuring, and implementation support to ensure smooth leadership transitions and business continuity.
Capital Strategy Consulting
We advise AEC firms on capital structure optimization, private equity partnerships, and financing alternatives. Our strategic guidance covers market positioning, investor relations, and capital formation strategies to support growth objectives and ownership goals.
People
Colvin Matheson
Founder & Managing Director
CFA and CM&AA credentialed expert with decades of AEC industry M&A experience. Leads strategic advisory services and transaction execution for architecture, engineering, and environmental consulting firms.
David Cohen
Managing Director
Esq. and ASA credentialed professional specializing in legal and valuation aspects of AEC industry transactions. Provides expert guidance on ESOP structures, ownership transitions, and regulatory compliance.
Matthew Fultz
Director
ASA credentialed specialist in business valuations and transaction advisory. Focuses on delivering valuation services and M&A support tailored to the unique needs of architecture and engineering firms.
Questions
What industries do you specialize in?
We exclusively serve Architecture, Engineering, and Construction Management (AEC) firms, along with Environmental Consulting companies.
What M&A services do you offer?
We provide full-service M&A advisory including sell-side representation, buy-side acquisition support, valuation advisory, and transaction execution for AEC firms.
Do you handle ESOP transactions?
Yes, we specialize in ESOP formation, valuation, and sustainability analysis specifically for AEC industry clients.
How do you approach ownership transitions?
We develop customized transition plans considering internal succession options, third-party sales, and ESOP structures tailored to each firm's unique needs.
What valuation services are available?
We offer business valuations for M&A transactions, ESOPs, estate planning, shareholder agreements, and regulatory compliance purposes.
