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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.
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Career Highlights

Education

Select Certifications

Case studies

Industry Expertise

  • Accounting Services
  • Finance
  • Venture Capital & Private Equity
  • Healthcare Services
  • Insurance
  • Minerals & Mining
  • Real Estate
  • Retail

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: Accounting, Value Investing, Investing, Research, Modeling, Mergers & Acquisitions (M&A), Valuation

  • 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: Equity Research, Equity Investment, Research, Value Investing, Investing, Finance, Focus Groups, Surveys, Primary 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: Term Sheet Negotiations, Accounting, Modeling, Valuation, Mergers & Acquisitions (M&A), Private Equity

  • 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: Accounting, Focus Groups, Surveys, Primary Research, Equity Research, Modeling, Investing, Valuation

  • 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: Equity Investment, Value Investing, Investing, Focus Groups, Surveys, Primary Research, Accounting, Research, Modeling, Valuation

  • 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: Hedge Funds, Private Equity, Distressed/Special Situations, Distressed Assets, Structured Products, Budgeting, Focus Groups, Surveys, Primary Research, Accounting, Investing, Modeling, Valuation

  • 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: Emerging Markets, Hedge Funds, Focus Groups, Surveys, Primary Research, Value Investing, Investing, Accounting, Modeling, Valuation

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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