Matt Murphy, Finance Expert in San Antonio, United States
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Matt Murphy

Verified Expert  in Finance

Bio

Matt is a PE partner and management consultant. As an experienced advisor, he has partnered with executives, boards, teams, and investors to build and grow businesses for 15+ years. Matt has deep expertise in creating value through strategy, organic growth, acquisitions, market expansion, organization building, and cost management. His broad industry experience includes financial services, technology and business services, food manufacturing, commercial real estate, and consumer services.

Career Highlights

Partner
Eldon Pass
Managing Director
Choice Financial Services (Acquired by Raisin)
Management Consultant
McKinsey & Company

Education Highlights

Master of Business Administration (MBA)
The Wharton School, University of Pennsylvania

Case Studies

Work Experience

Partner

2018 - PRESENT
Eldon Pass
  • Sourced five investment opportunities, including growth equity, venture capital, and real estate.
  • Performed due diligence on investments, structured transactions, and sourced $75 million in equity to invest.
  • Served in board or advisory roles for investments, including streaming media and edtech, commercial real estate, consumer fitness, consumer packaged goods, and hospitality.
Focus areas: Deal Sourcing, Due Diligence, Transactions, Investment Portfolio Management, Fundraising, Transaction Advising, Venture Funding, Market Research, Leadership, Go-to-market Strategy, Partnerships, Strategy Development, Storytelling, Strategy

Partner

2012 - 2017
Texas Next Capital
  • Co-founded as a partner a Texas-focused, lower middle-market PE firm that evaluated hundreds of potential deals for investment.
  • Supported the capital raising of approximately $30 million in equity and $15 million in debt to finance the acquisitions.
  • Supported the investments in three lower middle-market companies and the disposition of two portfolio companies.
Focus areas: Private Equity, Market Research, Due Diligence, Leadership, Deal Sourcing, Go-to-market Strategy, Partnerships, Strategy Development, Storytelling, Strategy

Managing Director

2008 - 2012
Choice Financial Services (Acquired by Raisin)
  • Executed a market entry strategy for a successful European software firm into the United States market with a team based in New York and Texas.
  • Sold an innovative deposit gathering platform into top-50 American commercial banks, resulting in over $1 billion in product volume on the software platform.
  • Sold the company to a Goldman Sachs and PayPal-backed European firm.
Focus areas: Sales, Software as a Service (SaaS), Market Research, Leadership, Go-to-market Strategy, Market Entry, Partnerships, Strategy Development, Storytelling

Management Consultant

2001 - 2003
McKinsey & Company
  • Consulted on McKinsey teams and led client teams: analyzed complex business problems, applied structured methods to diagnose issues, and developed recommendations.
  • Led the post-merger integration for the engineering group of a $25 billion consumer packaged goods company: identified 10% in cost reduction opportunities, developed supporting implementation plans, and coordinated a 7-person client team.
  • Designed the annual strategic planning process for a $5 billion consumer packaged goods company. Defined the calendar, goals, analyses, and meetings that comprised the company’s next-generation strategy planning process.
Focus areas: Strategy, Annual Planning, Mergers & Acquisitions (M&A), Public Policy, Management Consulting, Market Research, Go-to-market Strategy, Storytelling
1999 - 2001

Master of Business Administration (MBA) in Finance and Entreprenuership

The Wharton School, University of Pennsylvania - Philadelphia, PA, USA

1989 - 1993

Bachelor's Degree in Liberal Arts

Abilene Christian University - Abilene, TX, USA

Finance

Corporate Finance, Venture Funding, Due Diligence, Investment Portfolio Management, Private Equity, Market Research, Mergers & Acquisitions (M&A), Fundraising, Federal Tax Credits, Recapitalization

Other

Strategy, Transaction Advising, Management Consulting, Leadership, Microsoft Office, Google Workspace, Transactions, Go-to-market Strategy, Market Entry, Partnerships, Strategy Development, Storytelling, Deal Sourcing, Public Speaking, Governance, Annual Planning, Public Policy, Sales, Software as a Service (SaaS), Finance, SBA, Marketing, Global Banking, Consumer Banking, Corporate Governance, Regulatory Affairs, Organization Building, Organizational Design, Enterprise Infrastructure, Modeling

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