As Vice President, Matt plays a key role in merger and acquisition (M&A) origination and strategic advisory across the insurance and wealth management sectors. He works closely with business owners, executives, and senior leadership teams to evaluate and execute M&A transactions, capital and growth strategies, valuations, succession planning, and ownership transitions.
With 15 years of industry experience, Matt brings a deep understanding of the strategic, financial, and operational considerations that shape successful transactions. He has served as a trusted advisor and intermediary across a broad range of engagements, helping clients navigate complex strategic decisions, evaluate opportunities, maximize enterprise value, and position their businesses to achieve long-term objectives.
Matt takes a relationship-driven approach to advisory, working alongside clients throughout the transaction lifecycle—from initial strategic planning and valuation through negotiation and execution. His experience enables him to provide thoughtful, practical guidance to business owners considering liquidity events, growth opportunities, partnerships, or broader ownership transitions.
Matt currently maintains the FINRA Securities Industry Essentials (SIE®) Exam, in addition to the Series 65 FINRA Registration through MarshBerry Capital, LLC, the affiliated FINRA-registered broker-dealer of Marsh, Berry & Co., LLC.