Matt Kase Bio

Matt provides capital raising and M&A advisory to clients across the Financial & Professional Services spectrum in CPA / Accounting Services, Wealth Management and Insurance Distribution & Services. Select recent transaction experience includes advising Accuserve Solutions on its recapitalization by Flexpoint Ford, Prime Capital Investment Advisors on its recapitalization by Abry Partners, Genstar Capital on its sale of Worldwide Facilities to AmWINS Group, CAC Specialty on its merger with Cobbs Allen, Simplicity Group on its recapitalization by Lee Equity Partners, and American Guardian Warranty Services on its sale to Reynolds and Reynolds. Prior to joining Waller Helms, Matt completed an internship in Deloitte’s M&A Transaction Services group in New York where he specialized in quality of earnings analyses in the Financial Services sector. Previously, he was a member of Deloitte’s international internship program and served as an Audit & Assurance associate in Hyderabad, India and Philadelphia. Matt also worked for Reinsel Kuntz Lesher, LLP in its Business Valuation Consulting practice. Matt graduated from The University of Notre Dame’s Mendoza College of Business with Bachelor’s and Master’s degrees in Accountancy and a minor in Innovation & Entrepreneurship. Matt has passed all four sections of the Uniform CPA Examination.