Matheson Financial Advisors

Matheson Financial Advisors is a specialized investment banking and financial advisory firm serving architecture, engineering, and construction (AEC) and environmental consulting companies. The firm focuses on ownership transition, mergers and acquisitions, business valuation, and strategic financial consulting, helping principals understand and enhance the value of their firms. Matheson works closely with leadership teams to evaluate transition options, structure buy-ins and buyouts, and guide firms through sales, recapitalizations, or acquisitions in ways that align with culture and long-term goals. By combining detailed industry knowledge with rigorous financial analysis, Matheson Financial Advisors helps AEC firms navigate critical inflection points, optimize shareholder value, and execute transactions with clarity and confidence.