Matthew Carpenter is a Managing Director at Philpott Ball & Werner (“PB&W”) and advises corporate clients, boards of directors and senior management teams in the Industrial Controls / Process Automation (“ICPA”) and healthcare markets in mergers, acquisitions, company sales, divestitures, fairness opinions, valuations, corporate strategy and other matters pertaining to shareholder value and corporate securities. Within the ICPA segment, Mr. Carpenter has executed numerous M&A transactions and advisory assignments with companies spanning the sector, to include manufacturers of valves, actuators, pumps, motors, flow meters, instrumentation and engineered packaged process systems. In healthcare, he leads the PB&W healthcare advisory practice and has advised healthcare clients on security transactions and hundreds of valuation and advisory assignments.
Mr. Carpenter led the development of the PB&W proprietary internal databases of corporate, valuation, financial, contract, pricing and other related information as well as proprietary techniques for determining the fair market value of equity interests, contracts and the pricing of contracts in the healthcare industry. He also provides litigation financial advisory services on behalf of both defendants and plaintiffs for major law firms and client companies. Mr. Carpenter graduated from Appalachian State University and holds Bachelor of Science degrees in Finance & Banking and Risk Management & Insurance from the John A. Walker College of Business. He is a FINRA Registered Representative holding series 79 and 63 securities licenses and is also an Accredited Senior Appraiser in business valuation with the American Society of Appraisers.