Matt serves as a Vice President of the firm, is integral in client transactions, provides guidance to owners on transition, and serves as a liaison with other professionals.
As a Vice President, Matt focuses on identifying potential strategic buyers/financing sources, financial modeling, completing due diligence and preparing offering memoranda. He works regularly with entrepreneurs, small- to middle-market companies and family-owned businesses in the transportation & logistics, manufacturing, service, distribution and technology industries.
Matt joined EdgePoint in 2014. Prior to joining the firm, Matt worked as a Portfolio Manager and Investment Analyst for a large, confidential single family office in Cleveland Ohio. In this role, Matt developed an internal asset management platform for the firm and was the Portfolio Manager on a $1 billion directional equity portfolio. Matt’s career in institutional investing began at Cleveland Research Company where he was an equity analyst covering the transportation & logistics industry. Matt’s educational background specialized in Economics and Finance. He received his BA from Central Michigan University and his Masters of Business Administration with a concentration in Finance from Cleveland State University.
Matt resides with his wife Kristy, daughter Presley and son Gibson in Rocky River, Ohio.