Matt Whitaker

M&A Advisor


Matt is a highly experienced M&A advisor with over 10 years of direct deal experience focused on middle market and lower middle market transactions.   Matt’s background is a mix of investment banking, entrepreneurship, and consulting.   Prior to his advisory role, Mr. Whitaker founded, grew, and sold Smart Payment Solutions, LLC, a financial services company in the payment processing field.

Previously, Mr. Whitaker was the COO of iFinance, and held consulting roles Capital One and AT Kearney Management Consultants.  Prior to attending business school, he was a production manager at a Procter and Gamble manufacturing facility.

In addition to his role as a Director with Quantive, Mr. Whitaker remains an entrepreneur at heart and continues to own and operate several businesses.

Mr. Whitaker served four years as an officer in the US Navy, primarily as Gunnery Officer on USS Comte de Grasse (DD 974).



B.S.E, University of Pennsylvania
MBA, University of Chicago


Certified Exit Planning Advisor

Hails From

New York


Afraid of confined spaces. Not much else though.

Ready to Get Started?

Getting started is easy! Our pricing is almost always on a flat fee basis and is always driven by the scope of work on a project. We’ll get in touch to understand your requirements, provide a quote, and gets docs out to get the ball rolling.