Matthew Fantauzzi

CREATIVE, DEDICATED, GENUINE.

Known for his personable nature and deep commitment to his clients, Matthew approaches every challenge with a clear focus on understanding what matters most to his clients. He makes even the most complex financial situations feel approachable, empowering private business owners and their families to make confident, well-informed decisions.

Drawing on extensive experience in divestiture transactions, Matthew advises business owners on selling their businesses, implementing family estate and succession plans, and facilitating wealth transitions across generations. His background includes navigating complex transactions, including mergers, acquisitions, reorganizations, restructurings, divestitures, and the implementation of financing arrangements. As an advisor, he ensures his clients’ businesses and family wealth strategies align seamlessly with their specific goals and objectives.

Beyond his technical expertise, Matthew takes the time to understand the people behind the businesses, building relationships founded on trust and respect. His passion for making a difference shines through in every conversation, making him more than just an advisor—he’s a true partner in their journey.