Matthew Robinson, Finance Expert in New York, NY, United States
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

Education

Select Certifications

Case studies

Industry Expertise

Other Expertise

Employment

  • Partner

    2018 - PRESENT
    Chatham 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: Valuation, Mergers & Acquisitions (M&A), Modeling, Research, Investing, Value Investing, Accounting
  • Managing Director - Moderator

    2016 - 2017
    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: Primary Research (Interviews, Surveys, Focus Groups), Finance, Investing, Value Investing, Research, Equity Investment, Equity Research
  • Partner

    2013 - 2016
    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 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: Private Equity, Mergers & Acquisitions (M&A), Valuation, Modeling, Accounting, Term Sheet Negotiations
  • Senior Analyst

    2012 - 2013
    Fielder 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: Valuation, Investing, Modeling, Equity Research, Primary Research (Interviews, Surveys, Focus Groups), Accounting
  • Senior Analyst

    2010 - 2011
    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 6 months.
    Focus areas: Valuation, Modeling, Research, Accounting, Primary Research (Interviews, Surveys, Focus Groups), Investing, Value Investing, Equity Investment
  • Senior Analyst

    2008 - 2009
    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 among others.
    Focus areas: Valuation, Modeling, Investing, Accounting, Primary Research (Interviews, Surveys, Focus Groups), Budgeting, Structured Products, Distressed Assets, Distressed/Special Situations, Private Equity, Hedge Funds
  • Senior Analyst

    2007 - 2008
    Enso 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: Valuation, Modeling, Accounting, Investing, Value Investing, Primary Research (Interviews, Surveys, Focus Groups), Hedge Funds, Emerging Markets

Education

  • Master of Business Administration (MBA) degree in Finance - Value Investing Program
    2005 - 2007
    Columbia Business School - New York
  • Bachelor's degree in Systems Engineering and Economics
    1997 - 2001
    University of Virginia - Virginia

Certifications

  • Chartered Financial Analyst (CFA)
    AUGUST 2005 - PRESENT
    CFA Institute

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