Matthew Burch Email & Phone Number

Nashville, Tennessee, United States

Established the company to function as primary operating entity (i.e. min. pass-thru taxable income, utilize liability protection, sign contracts, et al.) in the insurance industry, eventually admitting minority partners specifically to act as advisor & mentor where able, leveraging unique knowledgebase and broader business experience.Built from scratch personal health insurance book (162 closed sales to date; $7k residual value per mo.) inside 12 mo. with both deal volume and gross annual contract value exceeding 100% of comparable salespeople (contract dates +/- 4 mo.), primarily sourced as outbound sales, generated exclusively with cold-leads.Obtained insurance producer’s licenses as well as carrier appointments & certifications in 31 states (currently 100% of available contract geographies) maximizing personal production capacity, a level to which less than 4% of all salespeople across experience & agent types have currently pursued.Prioritize client relationship management on an on-call as-needed basis, with personal client retention at 75.31% (to date) compared to system average well below 60.00% (min. required to qualify for bonus compensation, etc.).

Nashville, Tennessee, United States

Established the company in equal partnership with three other co-founding partners to serve as the lead sponsorship entity as well as general partner (either in-part or in-whole) and asset manager of commercial real estate investment syndications underwritten with a common core multifamily value-add investment thesis with $10MM to $35MM total transaction values located within the wider Middle Tennessee corridor.Closed $100MM+ in gross acquisitions deploying a $75MM+ debt to $25MM+ equity capital structure via five syndication transactions representing just under 1,000 combined apartment units spread across seven complexes in five geographies, leveraging traditional and nontraditional lending relationships in addition to securing equity investments from both corporate and individual investors.Worked directly with counsel in Los Angeles, Birmingham and Dallas to create the most tax efficient bespoke SPE structure for each transaction while both preserving the general partner’s decision-making powers and minimizing risk to the limited partners’ invested capital as well as negotiating the final closing package with both seller and lender.

Nashville, Tennessee, United States

Established the company in equal partnership with co-founder specifically to function as an investment vehicle to make and hold long-term perpetual equity investments focused on passive asset growth and cash-flow generation.Identified, underwrote and evaluated 50+ investment opportunities ultimately deploying $105,000+ of initial capital in < 30% of deal flow without compromising either investment discipline or criteria resulting in $275,000+ in cash distributions with a $5MM+ net asset market value representing a 105%+ CAGR.

Nashville, Tennessee, United States

Established the company to actively manage (asset & property) and grew a closely held $350MM+ GAV friends & family syndicated commercial real estate portfolio generating $5MM+ annual distributed FCF while also leading $100MM+ debt & $75MM+ equity restructurings, ultimately growing the company from one to eight employees across three divisions.

Master Of Science - Ms, Accounting

Bachelor Of Science - Bs, Finance, General