10 Jan


  • Posted by Clear Rock

Matt Whitaker Joins Clear Rock
Clear Rock Associates, a middle market M&A advisory firm, is pleased to welcome Matt Whitaker to the Clear Rock team. Mr. Whitaker will be working as an M&A advisor to business owners and boards of directors for closely held businesses. As a serial entrepreneur, Mr. Whitaker brings extensive transactional experience the firm.

Clear Rock’s Managing Director, Dan Doran, said “We are really happy to have Matt come aboard. He brings a wealth of real world experience having purchased and sold a number of businesses on his own account. We’re looking forward to him sharing that experience with business owners that are seeking to do the same.”


Mr. Whitaker founded, grew, and sold Smart Payment Solutions, LLC, a payment processing company focused on ACH payment processing, credit card merchant accounts, and Returned Check processing.

Previously, Mr. Whitaker was the COO of iFinance, Business Manager at Capital One, and a Manager at 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 Clear Rock Advisors, Mr. Whitaker is also the owner of Intelligent Office of Alexandria, an executive office suite which provides virtual office services including live answer telephone receptionist services for more than 150 clients.

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


Mr. Whitaker graduated from the University of Pennsylvania with a BSE in Mechanical Engineering and from the University of Chicago’s Booth School of Business with an MBA with High Honors.


Matt is on the Executive Committee and serves as the Marketing Vice Chair of the Alexandria Chamber of Commerce. He also chairs the University of Chicago’s Booth School of Business DC Entrepreneur’s Advisory Group, a role in which he has hosted and advised over 100 entrepreneurial companies in more than ten years of leadership. Matt resides in Arlington with his wife, Susan Demske, daughter Josie, 5, and son Miles, 3.


Founded in 2003, Clear Rock Associates, Inc. is a broad spectrum financial services firm. Our core line of business is M&A advisory. We also have strong experience in valuation, equity and debt placements, and financing arrangements. Clear Rock focuses its efforts on the lower middle market, primarily serving privately held companies with $5 to $75 million in revenues across a range of industries. www.ClearRock.net

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