Matthew is available for hire
Hire MatthewMatthew Robinson
Verified Expert in Finance
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.
Career Highlights
Managing Partner
Chatham Investments
Partner
AGI Partners
Senior Analyst
Rainin Group
Education Highlights
Master of Business Administration (MBA) Degree
Columbia Business School
Bachelor's Degree
University of Virginia
Certification Highlights
Chartered Financial Analyst (CFA)
CFA Institute
Case Studies
Industry Expertise
Other Expertise
Work Experience
Managing Partner
2016 - PRESENT
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, Investment Analysis, Growth Equity, Private Equity Secondaries, Private Placements, Fractional CFO, CFO, Waterfall Methodology, Return Analysis, Waterfall Modeling, Alternative Investments
Financial Advisor
2021 - 2022
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, Investment Analysis, Growth Equity, Private Equity Secondaries, Waterfall Methodology, Return Analysis, Waterfall Modeling, Alternative Investments
Managing Director and 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, 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, Investment Analysis, Alternative Investments
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 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, Investment Analysis, Growth Equity, Private Equity Secondaries, Private Placements, Fractional CFO, CFO, Waterfall Methodology, Return Analysis, Waterfall Modeling, Alternative Investments
Senior Analyst
2012 - 2013
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, 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, Investment Analysis, Growth Equity, Waterfall Methodology, Return Analysis, Waterfall Modeling, Alternative Investments
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 six months.
Focus areas: Equity Investment, Value Investing, Investing, 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, Investment Analysis, Growth Equity, Waterfall Methodology, Return Analysis, Waterfall Modeling, Alternative Investments
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.
Focus areas: Hedge Funds, Private Equity, Distressed/Special Situations, Distressed Assets, Structured Products, Budgeting, 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, Investment Analysis, Growth Equity, Waterfall Methodology, Return Analysis, Waterfall Modeling, Alternative Investments
Senior Analyst
2007 - 2008
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, 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, Investment Analysis, Growth Equity, Waterfall Methodology, Return Analysis, Waterfall Modeling, Alternative Investments
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
Skills
Finance
Mergers & Acquisitions (M&A), Equity Research, Budgeting, Forecasting, Three-statement Modeling, Revenue Modeling, Market Research, Venture Funding, Startup Funding, Valuation, Valuation Modeling, Equity Valuation, DCF Valuation, Accounting, Private Equity, Capital Structuring, Capital Structure Analysis, Equity Raises, Equity Financing, Equity Offerings, Chartered Financial Analyst (CFA), Financial Modeling, Fundraising, Seed Fundraising, Revenue & Expense Projections, Credit Analysis, Profitability Analysis, Credit Underwriting, Wealth Management, Equity Research Analysis, Fundamental Analysis, Due Diligence, M&A (Buy-side), RiskMetrics, Forex Trading, Stock Trading, Lending, M&A Modeling, Cash Flow Modeling, Growth Equity, Private Equity Secondaries, CFO, Return Analysis, Financial Planning & Analysis (FP&A), Private Credit, Consumer Lending, Pricing, UK GAAP, Value Investing, Leveraged Buyout Modeling, Tax Planning, Deal Advisory
Data & Analysis Software
Bloomberg, Capital IQ, Factset, SAS
Industry Expertise
Insurance Technology (Insurtech), Technology, Semiconductors, Software, Institutional Investors, Early-stage Startups, Banking & Finance, Real Estate, Venture Capital, Financial Services, Consumer Products, Retail & Wholesale, Industrials, Mining, Healthcare, Logistics, Insurance
Geographic Expertise
United States, Mexico, Japan, China, Europe, South Korea, Brazil, United Kingdom, Vietnam
Output Software
Office 365, Excel 2016
Other
Family Office, Strategy, Leveraged Buyout (LBO), Financial Forecasting, Business Models, Pitch Deck Consultant, Startups, DCF Modeling, Equity Investment, Primary Research, Negotiation, Term Sheets, Term Sheet Negotiations, Deal Structuring, Distressed/Special Situations, Distressed Assets, Software as a Service (SaaS), SaaS, Financial Analysis, Pitch Decks, Fintech, Hedge Funds, Pitch Books, Family Office Management, Family Office Consultants, Investments, Business Plan Consulting, Financing, Market Segmentation, Commercial Real Estate Finance (CREF), Investor Relations, Business Strategy, Investment Funds, Excel Expert, Subscriptions, Online Media, Equity Markets, Technical Analysis, Consolidation, M&A Due Diligence (Financial), Trading, Options Trading, Loans & Lending, Underwriting, Asset Securitization, Liquidation Analysis, Cap Tables, US GAAP, Investment Analysis, Private Placements, Fractional CFO, Portfolio Management, Waterfall Methodology, Waterfall Modeling, Alternative Investments, Emerging Markets, Investor Reporting, Platforms, Angel Investing, Structured Products, Structured Finance, Electronic Trading, Compensation Plans, Dashboards, Financial Reporting Dashboards, Early-stage Venture Capital, Staffing, Modeling, Research, Investing, Finance, Models, Property Management, Trusted Advisor, Advisory, Systems Engineering
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