Case studies
LBO/PE Modeling- Modeling
- LBO
- Valuation
- Valuation Modeling
- Accounting
Margin and Multiples Comparables- Valuation
- Models
- Modeling
- Accounting
- Investing
- Value Investing
LBO/PE Return Sensitivity- LBO
- LBO Modeling
- Private Equity
Matthew Robinson
Finance Expert in New York, NY, United States
Member since February 15, 2019
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.
Matthew is now available for hire
Career Highlights
- Chatham Investments
- AGI Partners
- Rainin Group
Education
- Columbia Business School
- University of Virginia
Select Certifications
- CFA Institute
Industry Expertise
- Software
- Technology
Other Expertise
- Accounting
- Capital Structure Analysis
- Deal Structuring
- Hedge Funds
- Private Equity
- Valuation
Employment
Partner
2018 - PRESENTChatham Investments- Oversaw AGI Partners’ successful investment in One Inc which was sold for $170 million (3.6x) in January 2020.
- Built financial models for transactions in financial technology, specialty finance, and real estate with each exceeding $10 million.
- Analyzed, performed due diligence on, and valued potential investments and co-investments in private equity, public equity, and debt for institutional investors managing in excess of $1 billion.
- Provided financial modeling, valuation, financial statement analysis, investment analysis, and other consulting services for both financial investors and corporations.
Focus areas: Accounting, Value Investing, Investing, Research, Modeling, Mergers & Acquisitions (M&A), ValuationManaging Director - Moderator
2016 - 2017BWG 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: Primary Research (Interviews, Surveys, Focus Groups), Focus Groups, Equity Research, Equity Investment, Research, Value Investing, Investing, Finance, SurveysPartner
2013 - 2016AGI 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 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.
Focus areas: Term Sheet Negotiations, Accounting, Modeling, Valuation, Mergers & Acquisitions (M&A), Private EquitySenior Analyst
2012 - 2013Fielder Capital- Analyzed prospective investments for 8 hedge funds managing in excess of $25 billion.
- Built detailed financial models which included projections, valuations, and unit economics/KPIs.
- Conducted primary industry research globally, networking and speaking with industry veterans.
- Met with prospective investors and clients.
Focus areas: Primary Research (Interviews, Surveys, Focus Groups), Focus Groups, Accounting, Surveys, Equity Research, Modeling, Investing, ValuationSenior Analyst
2010 - 2011Arch 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 6 months.
Focus areas: Primary Research (Interviews, Surveys, Focus Groups), Focus Groups, Equity Investment, Value Investing, Investing, Surveys, Accounting, Research, Modeling, ValuationSenior Analyst
2008 - 2009Rainin 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 among others.
Focus areas: Primary Research (Interviews, Surveys, Focus Groups), Focus Groups, Hedge Funds, Private Equity, Distressed/Special Situations, Distressed Assets, Structured Products, Budgeting, Surveys, Accounting, Investing, Modeling, ValuationSenior Analyst
2007 - 2008Enso Capital- Performed due diligence, including financial forecasting and valuation analyses, on potential investments globally.
- Conducted 1-on-1 meetings with CEOs and other C-level executives.
- Worked as a global generalist analyst, generating and researching ideas in both developed and emerging markets.
Focus areas: Primary Research (Interviews, Surveys, Focus Groups), Focus Groups, Emerging Markets, Hedge Funds, Surveys, Value Investing, Investing, Accounting, Modeling, Valuation
Education
- Master of Business Administration (MBA) degree in Finance - Value Investing Program2005 - 2007Columbia Business School - New York
- Bachelor's degree in Systems Engineering and Economics1997 - 2001University of Virginia - Virginia
Certifications
- Chartered Financial Analyst (CFA)AUGUST 2005 - PRESENTCFA Institute
