An MIT and UPenn alumnus, Matthew has 15 years of experience at top finance firms and startups (Credit Suisse, Morgan Stanley Capital Partners, etc.), working on over $10 billion of capital-raising, M&A, and investment projects. He has worked with clients such as PE firms KKR and The Carlyle Group and worked at three startups, including a unicorn funded by Softbank. He is currently working on a new startup and is always eager to help fellow entrepreneurs and small business owners.
Taught undergraduates, MBA students, and working professionals financial modeling and valuation skills at the largest financial modeling training firm in the United States. Clients included Wharton, Harvard Business School, Princeton, etc.
Assisted with updating and revising a guide to investment banking and financial service industry interviews.
Prepared content for an online certification program covering financial modeling and valuation.
Fast Gourmet Group (East China Franchisee for Dunkin’ Donuts)
Performed multiple roles involving strategy, finance, location evaluation, and data analysis as a member of the management team for this startup food and beverage company. Funded by Valor Equity (Tesla, SpaceX).
Evaluated and sourced all potential store locations, developed all store financial models, and prepared investment memoranda for investors and the parent company.
Oversaw the entire company's capital budgeting plans, covering over 100 staff (growing to over 300 by year-end 2015) and an annual budget of approximately RMB 26 million.
Interned for a hedge fund with US$16.0 billion of assets, which has won numerous awards, including Relative Value Hedge Fund Manager of the Year for 2012 and 2013 by Institutional Investor and many others.
Focused on fundamental business analysis for Pan-Asian public equity opportunities; received a full-time offer as an investment analyst.
Prepared investment memorandum, conducted due diligence, and directly reported to portfolio managers (ex-SAC and ex-Highbridge).
Completed detailed financial models and company valuations for opportunities in the technology and consumer sectors.
Evaluated and executed investments for a private equity firm with US$4 billion of AUM, focusing on healthcare, financial services, and natural resources formerly known as Morgan Stanley Capital Partners (rebranded as Metalmark Capital).
Handled all financial modeling of potential transactions for respective deal teams, including detailed bottoms-up models with five-year forecasted financial statements.
Prepared and assisted in presenting investment memoranda and analysis to the internal investment committee and firm CEO.
Collaborated with numerous chief financial officers, finance managers, lawyers, and accountants while performing acquisition due diligence and monitoring portfolio company performance.