President & COO · Dental Pitch Brokerage
Matthew Kaynard, J.D., LL.M.
Licensed Attorney, Private Equity Operator, and Tax Law Specialist.
- 17+ Years in Transactional Law
- Goldman Sachs · Fortune 1,000 Clients
- Board Member, DSO Operating in 9 States & 70+ Locations
About Matt Kaynard, Dental Practice Transition Legal Advisor
Matthew Kaynard is a licensed Georgia attorney, private equity operator, and tax law specialist with more than 17 years of experience protecting the financial interests of business owners at the highest levels.
He holds three graduate degrees — all earned with honors — and has spent his career inside the legal, financial, and operational structures that determine how deals get done and who walks away with the most value.
At Dental Pitch Brokerage, Matthew oversees the legal, operational, and strategic infrastructure that supports every transaction the firm manages. He has been on both sides of the table — as a private equity operator acquiring companies and as a legal advisor working through complex business transitions.
LinkedInMatt Kaynard’s Role at Dental Pitch Advisory & Brokerage
As President and COO, Matthew oversees the legal, operational, and strategic infrastructure that supports every transaction Dental Pitch manages.
He brings Goldman Sachs financial rigor, private equity operational experience, and attorney-grade legal fluency — a combination built over 17 years at the intersection of law, finance, and business operations.
Most brokerages do not have an attorney with private equity deal experience embedded in the team. Dental Pitch does. That is the difference between a listing service and a true advisory firm.
- 01Oversees all legal affairs including tax compliance, securities, and deal structuring
- 02Manages acquisitions, due diligence review, and transaction documentation
- 03Applies private equity diligence standards to every transaction the firm manages
- 04Ensures every deal is built on legally defensible, financially sound terms
- 05Coordinates operations across the full Dental Pitch advisory team
- 06Sits on the Board of Advisors, contributing to firm-level strategy
Why Dentists Trust Matt Kaynard
Dentists trust Matthew because he brings credential depth that most brokerage firms cannot match — built across Goldman Sachs, private equity operations, and 17 years of transactional law at the highest levels.
Goldman Sachs Financial Rigor
His career began providing personal CFO services to Fortune 1,000 executives — training him to think about financial decisions the way institutional buyers do.
Three Degrees, All With Honors
B.A. from Emory, J.D. from Georgia State, LL.M. in Tax Law from the University of Alabama — all earned with honors. Someone who masters the material, not just learns it.
Private Equity Deal Experience
On both sides of the table — as a private equity operator acquiring companies and as a legal advisor through complex business transitions.
DSO Board-Level Exposure
A board seat at a DSO operating in 9 states with 70+ locations gives direct, current exposure to how dental buyers think and how acquisitions are structured.
Core Expertise in Dental Practice Transition Legal Strategy
Matthew's expertise spans the full legal, financial, and operational spectrum — giving Dental Pitch an advisory foundation that goes well beyond traditional brokerage.
Tax Law & Compliance
International tax, IRS controversy, and transactional tax strategy across complex multi-entity structures.
Securities Law
Private offerings, IPOs, disclosures, and ongoing compliance across private equity and corporate transactions.
Mergers & Acquisitions
Due diligence, deal structuring, and closing across acquisitions at multiple scale levels.
Private Equity Operations
Investment diligence and operational management across a multi-entity private equity portfolio.
Entity & Deal Structuring
Choice of entity analysis and deal architecture designed to protect value and minimize tax exposure.
Real Estate Partnerships
Conservation easements and investment-grade real estate partnerships developed during his time at Large & Gilbert.
High-Net-Worth Financial Planning
Personal CFO services and executive-level financial structuring built at Goldman Sachs for Fortune 1,000 clients.
Corporate Law & Operations
Multi-entity corporate management, compliance oversight, and operational governance across parallel business structures.
Experience in Legal, Tax, and Private Equity Deal Structuring
A career built at the intersection of law, finance, and private equity — across Fortune 1,000 institutions, mid-size firms, and multi-entity operations.
01
Attorney & Private Wealth Manager
Goldman Sachs (Ayco Co.) — Atlanta
Provided personal CFO services to Fortune 1,000 executives. Built foundational expertise in high-net-worth financial structuring, executive-level tax strategy, and institutional-grade financial decision-making.
02
Tax Counsel
Large & Gilbert, P.C. — Atlanta
Oversaw all legal affairs for a mid-size CPA firm. Developed a specialty in investment-grade real estate partnerships, conservation easements, and fee-simple donations.
03
COO & General Counsel
Ornstein-Schuler Investments
Manages all legal affairs including tax and securities compliance, acquisitions, and due diligence across the Ornstein-Schuler portfolio.
04
President & COO
Fortem Holdings (Private Equity) — Atlanta
Manages operations across Fortem Holdings, Intersect Development Group, AmeriShine, Tellus Holdings, David Patterson Homes, and Dental Pitch Brokerage. Oversees all legal affairs: tax compliance, securities, acquisitions, and PE investment diligence.
Education and Credentials for Dental Practice Transition Legal Advisory
Education
- B.A. — Emory University With Honors
- J.D. — Georgia State University College of Law With Honors
- LL.M. in Tax Law — University of Alabama School of Law With Honors
Bar Status
- Licensed Attorney — State of Georgia Active · Good Standing · No Misconduct Verify via Georgia Bar →
Board Seats
- DSO — Board of Directors 9 States · 70+ Locations
- Dental Pitch Brokerage Board of Advisors
- Charleston Pro Bono Legal Services Board of Directors
- Ashley Lanes Board
- High Rise Beverage Company Board
Professional Affiliations
- Georgia State University College of Law Alumni Council
- Georgia State University President's Circle
- Emory University 1836 Society
- Atlanta Bar Association Tax Law Section · Estate Planning Section
- Associated Builders and Contractors Membership Development Committee
How Matt Kaynard Supports Smarter Dental Practice Transitions
Dental Pitch Brokerage is built on a promise: dentists deserve more than a listing service. They deserve strategic guidance from experts who understand dental practice value, EBITDA, buyer behavior, and transition planning.
Legal Infrastructure
Matthew oversees all legal affairs across the firm — tax compliance, securities, deal structuring, and documentation — ensuring every transaction is built on legally defensible terms.
Institutional Financial Rigor
His Goldman Sachs background brings institutional-grade financial thinking to every deal — the same standards applied to Fortune 1,000 executives, now applied to dental practice transactions.
Private Equity Diligence Standards
Matthew applies private equity diligence frameworks to protect against below-market offers and ensure every deal is evaluated with the depth that complex transactions require.
Operational Command
As COO, Matthew coordinates operations across the full Dental Pitch advisory team — maintaining the standards and infrastructure that allow the firm to deliver on its advisory promise at scale.
Beyond the Office: Matt Kaynard’s Leadership and Community Involvement
Matthew lives in Atlanta with his wife Margaux and daughters Helena and Hart. He enjoys golf, traveling to new places, and trying out local restaurants.
He is actively involved in alumni leadership at both Georgia State University and Emory University, and volunteers through Charleston Pro Bono Legal Services.
Learn More About Matt Kaynard’s Dental Practice Transition Advisory Experience
Verify Matthew's credentials, explore his professional profiles, or connect with the Dental Pitch team directly.
Work With the Dental Pitch Advisory Team
Dental Pitch Brokerage brings together legal expertise, private equity experience, and deep knowledge of dental practice valuation — all under one advisory roof.
If you are ready to understand what your practice is worth, or thinking about what a transition could look like, the right conversation starts here.
The goal is not just to sell your practice.
The goal is to sell it wisely.
What to Expect
- 01 A confidential conversation about your practice and your goals
- 02 An honest assessment of what your practice is worth today
- 03 A clear picture of what buyers will look for and how to prepare
- 04 Strategic guidance — with no pressure and no obligation