Matthew Kotkiewicz

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:

  • Sale of Producers Supply Company, Inc. to Trive Capital
  • Sale of CWM Environmental, LLC to The Metiri Group, a portfolio company of Goldman Sachs Asset Management
  • Sale of Armstrong Nutrition Management, LLC to DiningRD, a portfolio company of Evolution Capital Partners

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.

Education

B.A. – Financial Economics, Washington & Jefferson College

Professional and Community Involvement

Certifications: FINRA Series 79 and FINRA Series 63

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Do you have a hobby/personal passion? 
Golf, watching Pittsburgh sports, trying new restaurants in Pittsburgh, and traveling.

What was the best advice you’ve ever received? 
Be curious and never be afraid to ask questions.

People would be surprised to know that I…
Played soccer in college.

What is the best or most interesting thing about your career?
Getting to learn about different industries and businesses while helping owners achieve their goals of monetizing their businesses.

Matthew Kotkiewicz

Our Thoughts On

FEATURED

Big Problem: Organization Severely Impacted By Covid-19.


Big Thinking: Identify And Claim Over $1.1m In Refundable Credits.

With over 14 years of experience, MATTHEW WERNER is a tax shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, manufacturing, technology, and healthcare.
During frequent communication throughout the pandemic, Matthew realized one of his clients was struggling with a significant drop in gross receipts. Matthew and his team continually monitor legislative tax changes and noticed previously excluded organizations that received PPP loans and were now also eligible for employee retention credits. “Once we noticed an area of opportunity related to the Employee Retention Credit, we were able to calculate the credit available while navigating PPP forgiveness to ensure maximizing both programs,” said Matthew. “In the end, we identified and claimed over $1 million in refundable credits and the clients were thrilled.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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