Matt Franklin

Matt Franklin has nearly twenty years of corporate finance advisory experience, including mergers and acquisitions, equity and debt financing, valuations and technical accounting. Matt has been an advisor on numerous beverage alcohol industry transactions and has completed more than 100 business valuations and valuation-related consulting projects. Matt was previously a managing director at a boutique investment banking firm in San Francisco where he provided sell-side and buy-side transaction advisory services to food and beverage companies. Matt also worked for KPMG’s Investment Management Services Group where he provided assurance and advisory services to investment banks, private equity firms, mutual funds, hedge funds and broker/dealers.

Matt’s professional credentials include certified public accountant (CPA) and chartered financial analyst (CFA) charter-holder. Matt also holds the following securities registrations as a representative of Finalis Securities LLC: Series 7 (General Securities Representative), Series 79 (Investment Banking Representative), and Series 63 (State Securities Representative).