Matt’s commitment to understanding the needs of his clients, and his relentless pursuit of getting to the right result on their behalf makes him an invaluable member of the Acuity team. Whether providing a fairness opinion in an Employee Stock Ownership Plan transaction, working with a business owner who is selling or acquiring a business, or providing a valuation opinion for a complex estate, he has a keen ability to get to ask the right questions, get to the heart of an issue, and deliver advice in a clear, concise way.
Matt brings particular industry expertise in architecture and engineering, construction, environmental consulting, hospitality, and retail. Across the scope of all investment banking and valuation advisory engagements, he is known for his commitment to honest, responsive, and insightful advisory services, evidenced by his strong client relationships and growing network of advisors. Prior to joining Acuity, Matt worked in commercial real estate manufacturing.
Licensing and Credentials
- Chartered Financial Analyst (CFA) Level 3 Candidate
- B.S., Business Administration, with concentration in Finance, California State University, Fullerton
- Association for Corporate Growth – Orange County
- The ESOP Association
- National Center for Employee Ownership (NCEO)