Matt is responsible for supporting transaction execution, business development and client service. His activities involve day-to-day support of the transaction process through development of memoranda and financial modeling analysis.
Recent Transaction Experience:
Prior to joining SD Capital, Matt was a Risk Management Rotational Analyst at KeyBank spending time in both the Asset Recovery Group and Market Risk – Corporate Treasury Oversight.
B.A. – Financial Economics, Washington & Jefferson College
Certifications: FINRA Series 79 and FINRA Series 63
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
