Tom Matthesen

Head of Business Advisory

Partner

Principal

Tom Matthesen is Head of Business Advisory at Balentine. For many entrepreneurial families, their business is not only their largest asset but integral to their family's identity and legacy. A two-time entrepreneur himself, Tom understands the challenges facing founders. For over three decades, he’s helped entrepreneurs build more valuable businesses and stronger connections between those businesses and the lives, families, and legacies they're working to create.

Tom has built a wealth of perspective in corporate lending, turnaround management, debt and equity advisory, executive leadership and entrepreneurship. In 2004, Tom founded a specialty finance company, his first entrepreneurial venture, which he successfully exited in 2007. After that, he served as CEO of Presidential Financial Corporation, where he led a significant turnaround and eventual sale to MidFirst Bank. Then, he was President of Thrive Farmers, helping lead the company's growth as an enterprise serving nationally recognized brands like Chick-fil-A and Delta Air Lines, before founding Valuation Growth Advisory (VGA), his second entrepreneurial venture. Tom joined Balentine through the firm's acquisition of VGA.

Tom holds an MBA from Georgia State University's J. Mack Robinson School of Business and graduated with distinction from the Stonier Graduate School of Banking at the University of Delaware. He earned his B.S. in Finance from the University of Colorado, Boulder and is a Certified Six Sigma Green Belt.

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Tom Matthesen
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Education

MBA, J. Mack Robinson School of Business, Georgia State University

Stonier Graduate School of Banking, University of Delaware, Graduate with Distinction

B.S., University of Colorado, Boulder (Finance) 

Certified Six Sigma Green Belt

Experience

Founder and Principal, Valuation Growth Advisory

President, Thrive Farmers International

CEO, Presidential Financial Corporation  

CEO, Wall Financial Services

Senior Vice President, GE Capital — Commercial Finance

Professional affiliations & awards
Community involvement
Q&A

Why did you choose to come to work at Balentine?

We have shared values and a shared vision: serving businesses to better the lives of owners, their families, and employees.

What do you personally think makes Balentine different from other wealth management organizations?

Balentine’s differentiator is its people. Here, the culture is based on a unified vision of serving clients with an above-and-beyond mentality.

What inspires you to come to work each day?

My inspiration and satisfaction comes from successful client outcomes and helping to meaningfully impact the lives of others.

How does the work you do make a difference?

I serve as an empathetic third-party who can take a holistic strategic view of the business and family needs

How and why did you get into this business?

After serving clients on the capital side for many years and leading a middle market company, I discovered I had developed the perfect combination of skills to authentically serve clients.

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