Matthew Epstein is a Managing Director at DCS Advisory and leads the firm’s Financial Technology (FinTech) group. He works on FinTech transactions across payments, bank systems, capital markets and data sectors. Matthew specializes on sell-side transactions, buy-side acquisitions and private capital raisings both domestic and cross-border.
During his career, Matthew has been responsible for a wide range of strategic transactions from Fiserv’s $4.4bn acquisition of CheckFree, to the CME Group’s IPO, from Digital Insight’s $1.4bn sale to Intuit, to Providence Equity’s & The Carlyle Group’s joint $1.3bn acquisition of Open Solutions. Recent transactions he has advised on include Ensenta’s $130mm sale to Jack Henry, the Fitch Group’s acquisition of Fulcrum Financial, and Cloudvirga’s $50mm financing from Riverwood Capital.
From 2007 to 2009, Matthew served as the Vice President of Strategic Partnerships at Fiserv, Inc. During his investment banking career Matthew oversaw Merrill Lynch’s FinTech practice, and was a member of UBS’ financial institutions and Lehman Brother’s M&A groups. He started his career as a lawyer at Wachtell, Lipton, Rosen & Katz and clerked for the U.S. Federal District Court Judge Milton I. Shadur.
Matthew earned a JD (magna cum laude) from Northwestern University School of Law, and a B.A. from Columbia University.