Matt Williams

Vice President

ESOP Valuation

Transaction Advisory

Santa Ana

714.380.3307

[email protected]

Background

Matt Williams is a Vice President with Acuity Advisors, a Marshall & Stevens company.

Mr. Williams is principally responsible for project leadership and execution on ESOP transactions, ESOP valuations, and other valuation advisory engagements and transactional mandates. He works closely with business owners, executives, trustees, and other adjacent professionals in project execution and the delivery of comprehensive financial opinions addressing valuation and fairness.

Mr. Williams 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 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.

Mr. Williams earned his BS in Business Administration, with a concentration in Finance, from California State University, Fullerton.

Professional Highlights

  • Association for Corporate Growth – Orange County
  • The ESOP Association
  • National Center for Employee Ownership (NCEO)
  • Acuity Advisors
    May 2016-present
       ‣ Vice President, 2022-present
       ‣ Senior Associate, 2019-2022
       ‣ Senior Analyst, 2017-2019
       ‣ Analyst, 2016-2017
  • Lee & Associates – North San Diego County
    Market Analyst, 2015-2016
  • McKinney Advisory Group
    Market Research Assistant, 2015
  • U.S. Wheel
    Business Analyst, 2014
back to top