Matthew Assad Email & Phone Number

New York, Ny, Us

New York, Ny

New York City Metropolitan Area

• Senior investment banker with extensive execution experience advising vertical software, data, and analytics businesses on transactions spanning the full client lifecycle: (late-stage venture, minority capital raises & growth equity, and majority recaps)• Software M&A and private capital transactions closed represent over $1.5B of proceeds raised and over $3B in Enterprise Value (inclusive of time at Portico)• Diverse experience across a full range of deal structures (stock sales, asset sales, and mergers) and security types (straight debt, structured equity / convertible debt, and common equity)• Spearhead origination and execution for the group's Construction and Field Services Management Software vertical while leading execution for other key verticals such as automotive tech, risk & compliance, marketing tech, and adjacent industries• Responsible for management, oversight, & training of deal teams from origination, launch, execution, negotiation, and close• Foster relationships with senior decision-makers within the C-Suite and corporate development departments of strategic market leaders, as well as with senior investment professionals at financial sponsors

New York, New York, United States

• Investment banking professional focusing on mergers and acquisitions and private placement execution for companies in the Information and Business Services / Software industry. Sectors covered include B2B and B2C Information; FinTech and Payments; IT and BPO Services; Data Analytics; Risk Data and Management; and Sports Data, Analytics and Software• Collaborate directly with client management teams to craft presentations & marketing materials, determine most effective ways to present key investment highlights to potential buyers / investors, and build operational and valuation models to advance negotiations and financings• Own and organize due diligence efforts across key client stakeholders and third-party vendors• Lead corporate development outreach and financial sponsor relationship management in order to maintain a steady industry dialogue and preview upcoming opportunities• During tenure at Portico, the firm's annual revenue more than tripled and headcount more than doubled, positioning the group for its ultimate sale to Cowen in December 2021

Greater New York City Area

New York, New York, United States

• Investment Banking Vice President in the Barclays Global Industrials Group, specializing in metals, paper & packaging coverage and automotive coverage• Executed on full suite of investment banking services (mergers & acquisitions, leveraged buyouts, capital market transactions, and private placements)• Completed M&A transactions spanning over $5B in cumulative enterprise value across multiple domestic and cross-border sell-side processes, private and public target company buy-side mandates, and committed acquisition financings (inclusive of time as Associate)• Responsible for the end-to-end execution of transactions, leading multiple deal teams simultaneously across the deal lifecycle (pitch, marketing material & model preparation, investor / buyer outreach, diligence coordination and fulfilment, and closing), while also securing internal committee approvals• Support Managing Directors and Directors in deal sourcing and business development initiatives, including leading the creation of pitch books and other marketing materials and researching lists of potential new clients to target

New York, New York, United States

• Investment Banking Associate in the Barclays Global Industrials Group, with transaction experience spanning a broad set of industries (metals, paper & packaging, automotive, building products, chemical distribution, and shipping, amongst others)• Execute on full suite of investment banking services (mergers & acquisitions, leveraged buyouts, capital market transactions, and private placements)• M&A transaction experience includes multiple cross-border sell-side processes, buy-side mandates for both private and public company targets, and committed acquisition financings• Manage 5 - 10 analysts across multiple simultaneous transactions to ensure timely delivery of analyses and presentations critical to securing new business and executing on M&A and financing transactions• Evaluate and develop financial models to support valuations and forecast the financial prospects of client organizations in order to advance a wide range of financial transactions• Assess strategic and financing alternatives for clients through valuation and financial modeling, including comparable company, precedent transaction, and ability to pay analyses, as well as accretion / dilution and merger modeling • Work cross-functionally to complete internal approval processes in connection with financing transactions for clients

New York, New York, United States

• Executed a $225 million initial public offering for The Container Store, a market-leading specialty retailer• Executed early and mid-stage processes for a $250 million follow-on offering for a high-growth high-end food retailer• Crafted 70+ page internal committee memos to assess the risk of underwriting aforementioned transactions• Prepared slides for road shows and created management talking points for analyst presentations• Built LBO model for a proposed acquisition of a $200 million over-the-counter product portfolio• Conducted industry analysis of clothing retailers that have expanded to Europe to be presented to the executive leadership team at a leading teen apparel retailer

• Consultant advising on compensation program best practices for large corporations• Assessed competitiveness of client pay practices for C-level executives, top and middle management, and skilled hourly workers by analyzing market data, conducting peer group analyses, and recommending applicable best practices.

Chicago, Il

• Performed financial modeling to predict the future profitability of potential acquisitions and dispositions• Drafted and edited offering memoranda used to market assets for sale• Performed independent research regarding specific assets on the market and collaborated with outside brokers to assess the overall market conditions of their respective geographic areas

Master Of Business Administration (M.B.A.), Corporate Finance / Investment Banking

Bachelor Of Arts (B.A.), Economics

Activities and Societies: University of Chicago Baseball Team, Sigma Phi Epsilon Fraternity

Education record