Matthew Robinson
Finance Expert
Location
Nashville, TN, United States
Toptal Member Since
September 4, 2019
A Columbia Business School graduate, Matt has worked for some of the largest hedge funds and private equity funds and was 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 finance and investments issues.
Excel ExpertFinancial ForecastingPitch Deck ConsultantMarket SegmentationFamily Office ConsultantsBusiness Plan ConsultingMarket ResearchValuationFinancial ModelingRevenue & Expense ProjectionsCredit AnalysisChartered Financial Analyst (CFA)Mergers & Acquisitions (M&A)Private EquityProfitability Analysis
Matthew is available for hire
Hire MatthewCareer Highlights
Managing Partner
Chatham Investments
Partner
AGI Partners
Senior Analyst
Rainin Group
Education
Master of Business Administration (MBA) Degree
Columbia Business School
Bachelor's Degree
University of Virginia
Select Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
LBO/PE Return Sensitivity
Leveraged Buyout (LBO)Leveraged Buyout ModelingPrivate EquityFinancial ModelingValuationEquity Research+ 13 more
Industry Expertise
Accounting ServicesFinanceBankingLending & BrokerageInvestment BankingVenture Capital & Private EquityIndustrial Machinery & EquipmentSoftwareOther Expertise
AccountingCapital Structure AnalysisDeal StructuringHedge FundsPrivate EquityValuationWork Experience
2016 - PRESENT
Managing Partner
Chatham Investments
- Acted as head of finance at Greenwise, a consumer finance fintech company, leading the execution of a $3 to $5 million series A equity investment and a $10 million debt raise.
- Led AGI Partners' successful investment in One Inc, a private insurtech company, assisting with operational improvements and financial modeling and executing the sale for $170 million in January 2020.
- Advised and became a shareholder in Versured, an insurtech company and insurance agency, handling financial modeling and fundraising assistance.
- Co-founded Six Peak, a $400 million real estate firm focused on innovative and tech-enabled strategies such as co-living.
- Managed projects for private companies, including helping turn around a fintech-enabled transportation company impacted by COVID-19.
- Created a hedge fund replication product using ETFs, which tracked the HFRI equity index for over ten years.
Focus areas: Accounting, Value Investing, Investing, Research, Modeling, Mergers & Acquisitions (M&A), Valuation, Investments, Equity Raises, Advisory, Deal Advisory, Deal Structuring, Dashboards, Financial Reporting Dashboards, Financial Planning & Analysis (FP&A), Forecasting, Strategy, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Equity Research, Real Estate, Fundraising, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis, Revenue & Expense Projections, Credit Analysis, Investor Relations, Credit Underwriting, Excel Expert, Subscriptions, Online Media, Business Strategy, Wealth Management, United States, Seed Fundraising, Venture Capital, Startup Funding, Early-stage Startups, Early-stage Venture Capital, Pitch Decks, Startups, Staffing, Equity Markets, Equity Research Analysis, Investment Funds, Technical Analysis, Fundamental Analysis, Business Models, Financing, United Kingdom, Consolidation, M&A Due Diligence (Financial), Due Diligence, M&A (Buy-side), RiskMetrics, UK GAAP, Forex Trading, Options Trading, Stock Trading, Banking & Finance, Loans & Lending, Lending, Underwriting, Asset Securitization, Liquidation Analysis, M&A Modeling, Cap Tables, US GAAP, Cash Flow Modeling
2021 - 2022
Financial Advisor
Equitable Trust
- Served as a financial advisor to families, foundations, and institutions at Equitable Trust, a $3 billion trust and wealth management company.
- Conducted due diligence on managers executing investments in various strategies, including traditional public markets, hedge funds, real estate, venture capital, and niche areas like billboards and wireless spectrum.
- Researched and made recommendations on the firm's clients' substantial direct stock holding, including structuring for tax optimization.
- Executed trades on behalf of clients under advisement with full discretion.
Focus areas: Investing, Financial Modeling, Hedge Funds, Tax Planning, Chartered Financial Analyst (CFA), Valuation, Equity Research, Real Estate, Fundraising, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis, Credit Analysis, Credit Underwriting, Excel Expert, Investments, Business Strategy, Wealth Management, United States, Seed Fundraising, Venture Capital, Startup Funding, Early-stage Startups, Early-stage Venture Capital, Pitch Decks, Startups, Staffing, Equity Markets, Equity Research Analysis, Forecasting, Investment Funds, Technical Analysis, Fundamental Analysis, Business Models, Consolidation, Due Diligence, M&A (Buy-side), RiskMetrics, UK GAAP, Trading, Forex Trading, Options Trading, Stock Trading, Banking & Finance, Loans & Lending, Underwriting, Asset Securitization, Liquidation Analysis, M&A Modeling, Cap Tables, US GAAP, Cash Flow Modeling
2016 - 2017
Managing Director and Moderator
BWG Strategy
- 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: Equity Research, Equity Investment, Research, Value Investing, Investing, Finance, Focus Groups, Surveys, Primary Research, Dashboards, Chartered Financial Analyst (CFA), Negotiation, Financial Analysis, Technology, Software, Excel Expert, Subscriptions, Investments, Business Strategy, United States, Startup Funding, Pitch Decks, Staffing, Equity Markets, Equity Research Analysis, Fundamental Analysis, Mergers & Acquisitions (M&A), Business Models, Financing, Consolidation, M&A Due Diligence (Financial), Due Diligence, RiskMetrics, Forex Trading, Options Trading, Stock Trading, Banking & Finance, M&A Modeling, US GAAP, Cash Flow Modeling
2013 - 2016
Partner
AGI Partners
- 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 a capital raise from the three 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.
- Created detailed financial models and presentations for internal use and external investors and co-investors.
- Worked with management teams to establish companies' budgets and projected financials.
- Performed detailed financial and operational due diligence.
Focus areas: Term Sheet Negotiations, Accounting, Modeling, Valuation, Mergers & Acquisitions (M&A), Private Equity, Dashboards, Financial Reporting Dashboards, Financial Planning & Analysis (FP&A), Forecasting, Strategy, Financial Modeling, Chartered Financial Analyst (CFA), Equity Research, Real Estate, Fundraising, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis, Revenue & Expense Projections, Credit Analysis, Institutional Investors, Business Strategy, Investment Funds, Credit Underwriting, Excel Expert, Subscriptions, Online Media, Investments, Wealth Management, United States, Seed Fundraising, Venture Capital, Startup Funding, Early-stage Startups, Early-stage Venture Capital, Pitch Decks, Startups, Staffing, Equity Markets, Equity Research Analysis, Fundamental Analysis, Business Models, Financing, United Kingdom, Consolidation, M&A Due Diligence (Financial), Due Diligence, M&A (Buy-side), RiskMetrics, UK GAAP, Trading, Forex Trading, Options Trading, Stock Trading, Banking & Finance, Loans & Lending, Lending, Underwriting, Asset Securitization, Liquidation Analysis, M&A Modeling, Cap Tables, US GAAP, Cash Flow Modeling
2012 - 2013
Senior Analyst
Fielder Capital
- Analyzed prospective investments for eight hedge funds managing in excess of $25 billion.
- Built detailed financial models, including projections, valuations, unit economics, and KPIs.
- Conducted primary industry research globally, networking and speaking with industry veterans.
- Met with prospective investors and clients.
Focus areas: Accounting, Focus Groups, Surveys, Primary Research, Equity Research, Modeling, Investing, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis, Revenue & Expense Projections, Credit Analysis, Credit Underwriting, Excel Expert, Subscriptions, Investments, Business Strategy, United States, Pitch Decks, Equity Markets, Equity Research Analysis, Forecasting, Investment Funds, Technical Analysis, Fundamental Analysis, Business Models, Consolidation, Due Diligence, RiskMetrics, Trading, Forex Trading, Options Trading, Stock Trading, Banking & Finance, Lending, Underwriting, Asset Securitization, Liquidation Analysis, M&A Modeling, Cap Tables, US GAAP, Cash Flow Modeling
2010 - 2011
Senior Analyst
Arch Capital
- Analyzed investments across industries, geographies, and asset classes for a family office with in excess of $10 billion.
- Built detailed financial models of both public and private companies, which were core to the investment process for executed investments.
- Valued companies in multiple geographies and securities across the capital structure, including debt, preferred equity, and equity, among other instruments.
- Met with management teams of companies under consideration for investment.
- Sourced and analyzed a successful investment in EXOR Preference shares which generated in excess of 100% return in six months.
Focus areas: Equity Investment, Value Investing, Investing, Focus Groups, Surveys, Primary Research, Accounting, Research, Modeling, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Equity Research, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis, Revenue & Expense Projections, Credit Analysis, Investments, Business Strategy, Wealth Management, United States, Pitch Decks, Equity Markets, Equity Research Analysis, Forecasting, Investment Funds, Technical Analysis, Fundamental Analysis, Mergers & Acquisitions (M&A), Business Models, Financing, United Kingdom, Consolidation, M&A Due Diligence (Financial), Due Diligence, RiskMetrics, UK GAAP, Trading, Forex Trading, Options Trading, Stock Trading, Banking & Finance, Credit Underwriting, Loans & Lending, Lending, Underwriting, Asset Securitization, Liquidation Analysis, M&A Modeling, Cap Tables, US GAAP, Cash Flow Modeling
2008 - 2009
Senior Analyst
Rainin Group
- Sourced and analyzed investments across industries, geographies, and security types for a family office with approximately $450 million in assets.
- Built detailed financial models and authored memos as part of the internal investment process.
- Co-managed a direct long-short equity portfolio.
- Sourced and executed investments in distressed real estate, RMBS, CDO of TruPS, and other structured products.
- Met with and invested in funds in long-short equity, private equity, distressed, structured products, and asset-based strategies.
Focus areas: Hedge Funds, Private Equity, Distressed/Special Situations, Distressed Assets, Structured Products, Budgeting, Focus Groups, Surveys, Primary Research, Accounting, Investing, Modeling, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Equity Research, Negotiation, Financial Analysis, Technology, Software, Capital Structure Analysis, Revenue & Expense Projections, Credit Analysis, Online Media, Investments, Business Strategy, United States, Seed Fundraising, Venture Capital, Startup Funding, Early-stage Startups, Early-stage Venture Capital, Pitch Decks, Startups, Staffing, Equity Markets, Equity Research Analysis, Forecasting, Investment Funds, Technical Analysis, Fundamental Analysis, Mergers & Acquisitions (M&A), Business Models, Financing, United Kingdom, Consolidation, M&A Due Diligence (Financial), Due Diligence, M&A (Buy-side), RiskMetrics, UK GAAP, Trading, Forex Trading, Options Trading, Stock Trading, Banking & Finance, Credit Underwriting, Loans & Lending, Lending, Underwriting, Asset Securitization, Liquidation Analysis, M&A Modeling, Cap Tables, US GAAP, Cash Flow Modeling
2007 - 2008
Senior Analyst
Enso Capital
- Performed due diligence, including financial forecasting and valuation analyses, on potential investments globally.
- Conducted one-on-one meetings with CEOs and other C-level executives.
- Served as a global generalist analyst, generating and researching ideas in both developed and emerging markets.
Focus areas: Emerging Markets, Hedge Funds, Focus Groups, Surveys, Primary Research, Value Investing, Investing, Accounting, Modeling, Valuation, Financial Modeling, Chartered Financial Analyst (CFA), Private Equity, Equity Research, Financial Analysis, Technology, Software, Capital Structure Analysis, Revenue & Expense Projections, Credit Analysis, Investments, Business Strategy, United States, Seed Fundraising, Venture Capital, Early-stage Venture Capital, Pitch Decks, Startups, Staffing, Equity Markets, Equity Research Analysis, Forecasting, Investment Funds, Fundamental Analysis, Mergers & Acquisitions (M&A), Business Models, Financing, United Kingdom, Consolidation, M&A Due Diligence (Financial), Due Diligence, M&A (Buy-side), RiskMetrics, UK GAAP, Trading, Forex Trading, Options Trading, Stock Trading, Banking & Finance, Credit Underwriting, Loans & Lending, Lending, Underwriting, Asset Securitization, Liquidation Analysis, M&A Modeling, Cap Tables, US GAAP, Cash Flow Modeling
Education
2005 - 2007
Master of Business Administration (MBA) Degree in Finance (Value Investing Program)
Columbia Business School - New York, USA
1997 - 2001
Bachelor's Degree in Systems Engineering and Economics
University of Virginia - Charlottesville, USA
Certifications
AUGUST 2005 - PRESENT
Chartered Financial Analyst (CFA)
CFA Institute