Matt specializes in mergers and acquisitions consulting, deal management and support services, financial cleanup, strategic bookkeeping, valuation enhancement, and exit planning.

He’s passionate about guiding business owners through one of the most important milestones of their careers—preparing for and successfully completing a sale. He takes pride in helping clients protect and grow what is often a family’s legacy, ensuring each transaction is handled with care and precision.

Matt brings over seven years of experience in high-end insurance and investment banking, where he provided M&A advisory services for clients around the world. His background gives him a deep understanding of complex financial transactions and the strategy required to help businesses maximize value.

Matt holds dual bachelor’s degrees in Economics and Political Science from the University of Illinois at Urbana-Champaign and is a QuickBooks ProAdvisor.

Outside of work, Matt enjoys hiking, fishing, and playing board games. He’s an avid Chicago sports fan (Bear Down!), enjoys traveling—having visited more than ten European countries—and loves spending time with his wife Hayley, their black lab Reggie, and their first child on the way.

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