Matthew Swanson Email & Phone Number

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Toronto, Ontario, Ca

Summary: Recruited to perform research and deliver well-informed recommendations for high-tech software investment portfolio. Rapidly promoted due to consistent, quality research and proven ability to interface with and advise high-profile executive clients.• Serve as lead executive advisor on some of the firm’s largest and most high profile IPOs and M&A transactions. • Manage an impressive software book of business within broader RBC technology portfolio, including successful household-name exits such as Zoom, CrowdStrike and Datadog.• Maintain deep industry expertise within software sector, with particular emphasis in IoT, BI, SaaS, and cyber-security spaces, earning role of internal industry expert and working with key clients in a competitive tech space.• Guide and consult executive clients, preparing them for IPO, sharing industry knowledge and aiding in preparation for entering public markets.• Hold executive briefings post-quarterly earnings calls, synthesizing data and creating a forecast model of assumptions based on data and trends.

Toronto, Ontario, Ca

• Prioritized daily conversations with institutional investors and management teams, distilling industry and company-specific information into clear, concise and actionable messaging.

Toronto, Ontario, Ca

• Identified data repository gap, pioneered creating custom-built VAR survey network from ground up, culminating in massive database of qualitative data and responses from 60 continuous resellers, leveraged to garner deeper insights into publicly-traded companies.• Published author with >1k publications including industry notes, white papers and initiations.

Richfield, Minnesota, Us

Summary: Hired to forecast trends and synthesize business processes within Best Buy supply and value chains, to identify, prioritize, and offer solutions for critical issues and enhancements to core business teams. • Built and executed forecast model to identify and analyze seasonal trends and advertisements for all Best Buy locations across North America, Europe, and China, totaling $50BN annualized revenues across 1,400 stores in 2012. • Collaborated with inventory specialists, vendors, and cross-functional teams to identify operational efficiencies, reduce waste, and improve bottom-line economics, ultimately streamlining supply delivery.

St. Louis, Mo, Us

Summary: Earned a college internship to research and produce financial materials illustrating quarterly performance results. • Created exhibits for quarterly financial reviews within Emerson corporate, ensuring on-time delivery with accurate figures and details. • Developed a capital expenditure tracking system to provide executive stakeholders deeper insight into capital spend, driving better-informed decisions and outcomes.