Matt Kaplan

Matt Kaplan Email and Phone Number

CEO of Great Elm Capital Corp. @ Great Elm Capital Corp.
Matt Kaplan's Location
Palm Beach Gardens, Florida, United States, United States
Matt Kaplan's Contact Details

Matt Kaplan personal email

About Matt Kaplan

I’m a Credit and Equity Investor with extensive experience working with performing and distressed companies in both buy-side and sell-side settings. I’m known for creating capital structure transactions through rigorous credit and equity analysis for institutions in a wide range of industries including retail, pharmaceutical, technology, financial services and media. My responsibilities have included investment idea sourcing, due diligence, position sizing and hedging strategies. I’m experienced in structuring liability management transactions, new money financing and asset purchase agreements. I welcome making new connections. Please reach out if you’d like to discuss investments.My specialties include:Equities, Bonds, Loans and Trade Claims | Portfolio Construction and Hedging | Liability Management and Liquidations | Bankruptcy Reorganizations | Asset Purchase Agreement Structuring | Financial Modeling and Analysis

Matt Kaplan's Current Company Details
Great Elm Capital Corp.

Great Elm Capital Corp.

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CEO of Great Elm Capital Corp.
Matt Kaplan Work Experience Details
  • Great Elm Capital Corp.
    Chief Executive Officer
    Great Elm Capital Corp. Mar 2022 - Present
  • Icam
    Managing Director
    Icam Jul 2020 - Present
  • Citadel Llc
    Analyst
    Citadel Llc Sep 2015 - Jun 2019
    Miami, Florida, Us
    Responsible for sourcing and initiating investment ideas as well as the determination of position sizing, hedging, catalyst path, and exit/entry points based on fundamental research and credit document analysis• Managed approximately 20 unique positions per year in both debt and equity investments, some in excess of $300mm notional.• Lead investments in liability management exchanges, liquidations, DIP financings, ad hoc creditor groups and steering committee’s for in-court and out-of-court restructurings.• Developed holistic portfolio P&L scenario analysis with inputs from team members on down/base/up case scenarios and incorporated statistics-based quantitative analysis of possible market shock outcomes to improve portfolio construction and trade sizing decisions.
  • Imperial Capital (International) Llp
    Senior Vice President
    Imperial Capital (International) Llp Mar 2014 - Sep 2015
    Selected to move to London and build out the firms recently acquired international operations with a focus on high yield credits and bankrupt estate claims across multiple jurisdictions• Led due diligence, marketing and master purchase agreement structuring of a €100mm+ liquidating bank portfolio which included private credits and controlling stakes in four small- to-medium sized enterprises.• Helped build a European claims trading platform that facilitated trading over $1bn in claims by 2015, from zero volume prior to 2014.
  • Imperial Capital, Llc
    Vice President
    Imperial Capital, Llc Sep 2007 - Feb 2014
    Los Angeles, Ca, Us
    Supported distressed credit analysis effort led by a former bankruptcy attorney • Focus on analysis and valuation of companies’ capital structures including the reading of credit agreements, indentures, certificates of designation, etc. • Facilitated trading of esoteric securities including interests in litigation trusts and liquidating estates supported by valuation analysis.• Oversaw and managed the quarterly publication of the Reorganized and Unlisted Equity Monitor.
  • Imperial Capital
    Intern
    Imperial Capital Jun 2006 - Sep 2006
    Interned on the trading desk as an analyst.

Matt Kaplan Skills

Financial Modeling Valuation Financial Analysis Hedge Funds Equities

Matt Kaplan Education Details

  • University Of California, Davis
    University Of California, Davis
    Managerial Economics
  • Cfa Institute
    Cfa Institute

Frequently Asked Questions about Matt Kaplan

What company does Matt Kaplan work for?

Matt Kaplan works for Great Elm Capital Corp.

What is Matt Kaplan's role at the current company?

Matt Kaplan's current role is CEO of Great Elm Capital Corp..

What is Matt Kaplan's email address?

Matt Kaplan's email address is md****@****ail.com

What is Matt Kaplan's direct phone number?

Matt Kaplan's direct phone number is +131239*****

What schools did Matt Kaplan attend?

Matt Kaplan attended University Of California, Davis, Cfa Institute.

What skills is Matt Kaplan known for?

Matt Kaplan has skills like Financial Modeling, Valuation, Financial Analysis, Hedge Funds, Equities.

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