Based in New York, Matthew is a Managing Director with responsibility for leading the firm’s s Financial Technology group.
Prior to joining the firm, he was the head of Sagent Advisors’ Financial Technology & Services practice. During his career, Matthew has been responsible for a wide range of strategic sector transactions ranging from Fiserv’s USD 4.4 billion acquisition of CheckFree to the CME Group’s IPO. Other notable transactions he has advised on include Laureate Education’s USD 3.8 billion take private transaction, Digital Insight’s USD 1.4 billion sale to Intuit, Providence Equity’s and The Carlyle Group’s joint USD 1.3 billion acquisition of Open Solutions and, more recently, Ensenta’s USD 130 million sale to Jack Henry. From 2007 to 2009, Matthew served as the Vice President of Strategic Partnerships at Fiserv, Inc.
During his investment banking career, Matthew headed the financial technology group at Cowen & Company, before which he oversaw the financial technology investment banking practice at Merrill Lynch. Previously, Matthew was a member of the financial institutions group at UBS and the global M&A group at Lehman Brothers. He started his career as a corporate attorney at Wachtell, Lipton, Rosen & Katz and clerked for the Honorable Milton I. Shadur in the U.S. Federal District Court in Chicago.
Matthew earned a JD (magna cum laude) from Northwestern University School of Law, and a B.A. in History from Columbia University.