Invests in
Sectors:
Locations:
Min Investment:
$10,000,000.00Max Investment:
$50,000,000.00Target Investment:
$30,000,000.00
Skills
Education
- CU
- SH
Lists including Matt
Work Experience
2024
Advisor
2024
2021 - 2024
Principal
2023 - 2024
Early-stage software investor at Amity Ventures. In my role, I was responsible for top-of-funnel deal sourcing and deal execution, including market research and extensive investment diligence. During my tenure, I sourced three of the eleven deals Amity invested in and held board positions for seven portfolio companies. In addition to full-time investment duties, I participated in portfolio development work via both board director and board observer seats and supported the firm by assisting in fundraising, investor relations, and financial reporting.
Senior Associate
2021 - 2023
2020 - 2021
BD & Strategy
2020 - 2021
Joined Atom as one of the first 10 employees. Wore many hats including sales + GTM, product integration partnerships, product strategy, pricing, support, PR, and more.
2018 - 2020
Corporate Development & Partnerships
2018 - 2020
Joined goPuff when there was sub-60 HQ employees as the first corporate development hire responsible for identifying and executing initiatives to help accelerate growth, expand business lines, and address strategic product and operational priorities.
Business Strategy & Operations
2019 - 2019
Supported the Operations team for a four-month project to develop a reorganization structure and strategy for a 500+ person Field Ops team including implementing a regionalized management structure and revising field-level KPIs aimed to increase service levels and better measure individual performance.
2015 - 2018
Business Development & Strategic Partnerships
2015 - 2018
Uber Visa Card: Provided strategic product guidance and subsequently structured, negotiated and closed commercial agreements with Barclays and Visa to launch Uber’s general purpose consumer credit card. Data Licensing: Sourced, negotiated and managed data licensing deals with suppliers to bolster Uber's in-house Mapping and Marketplace initiatives, as well as select strategic data licensing initiatives for the Business Platform, Public Policy, and Uber Eats teams. Vehicle Solutions (WAV): Orchestrated a cross-functional effort to contract with and launch a nationally scalable program for Uber's Wheelchair Accessible Vehicle (WAV) product via a strategic partnership with MV Transportation. Commuter Benefits: Worked alongside Operations, Product, Legal and Policy to develop a compliant product strategy and execute deals with dozens of commuter benefits providers. CPG / Marketing Partnerships: Negotiated and executed strategic marketing partnerships with large CPG brands such as Dr Pepper Snapple Group, Hershey’s and Tostitos, as well as CSR-focused initiatives with alcohol brands including Diageo, Beam Suntory, and Heineken.
2013 - 2015
Investment Banking Analyst
2013 - 2015
Served as the lead Analyst on a dozen middle market sell-side and buy-side M&A transactions and strategic advisory assignments for financial institutions, including asset managers, broker-dealers, banks, and insurance companies. Responsibilities included financial modeling and valuation analysis, development of sell-side marketing materials, target identification and outreach, and transaction marketing. Select Transactions included: - Presidio Capital Advisors' merger with Teidemann Wealth Management - Atherton Lane Advisors' sale to BNY Mellon (BK) - Bennett Lawrence Management's sale to Delaware Funds by Macquarie - MLV & Co's sale to FBR & Co. (FBRC) - Bank of Montreal's (BMO) divestiture of its Municipal Bond business to PiperJaffray (PIPR) - Sun Life Financial's (SLF) acquisition of Prime Advisors - Bank of Montreal's (BMO) divestiture of its Retirement Advisory business to OneAmerica Financial - FLAG Capital Management's sale to Aberdeen Asset Management (ABDN) - G.X. Clarke & Co's sale to StoneX Group Inc. (SNEX) - Raymond James Financial's (RJF) purchase of Cougar Global Investments - Sun Life Financial's (SLF) acquisition of Ryan Labs Asset Management