A Columbia Business School graduate, Matt has worked for some of the largest hedge funds and private equity funds, responsible for principal investments in excess of $1 billion. Matt's expertise includes conducting due diligence, producing financial models and creating memorandums across a wide range of asset classes. Matt joined Toptal to help clients across various industries and maturities with complex issues involving finance and investments.
Led research events, including calls and conferences, for institutional investors managing in excess of $5 trillion in assets.
Collaborated directly with clients to refine the focus on companies, both public and private, and industries experiencing the most rapid rate of change or garnering the most investor interest.
Managed teams of junior employees across 25+ employees.
Focus areas: Primary Research (Interviews, Surveys, Focus Groups), Finance, Investing, Value Investing, Research, Equity Investment, Equity Research
2013 - 2016
Led deal negotiations, structuring, and financial analysis. for the firm's investment in One Inc, an innovative fintech company serving the insurance industry, that completed a successful carve-out and primary and secondary financings. Assisted the Company with operations, budgeting, hiring, and with a capital raise from the 3 largest strategic investors in the industry at an attractive valuation (Unrealized: 3.6x / 113% IRR).
Sourced, evaluated, and executed investments in special situations and lower middle market private equity opportunities from hundreds of bankers, private equity firms, and family offices among others.
Created detailed financial models and presentations for internal use and for external investors and co-investors.
Worked with management teams to establish companies' budgets and projected financials.
Performed detailed financial and operational due diligence.