Matt Assad Email & Phone Number
Principal @ The Presidio Group LLC
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Matt Assad Location
- New York, NY, US
Matt Assad Work
- Principal @ (March 2026 - Present)
- Director, Investment Banking @ (July 2024 - July 2025)
- Director, M and A - Verticalized Software, Data and Analytics Group @ (December 2021 - May 2024)
- Director, M and A and Private Capital Advisory @ (July 2021 - December 2021)
- Vice President, M and A and Private Capital Advisory @ (April 2019 - July 2021)
- Vice President, Global Industrials Group @ (January 2018 - February 2019)
- Associate, Global Industrials Group @ (July 2014 - January 2018)
- Investment Banking Summer Associate, Retail and Consumer Products Group @ (June 2013 - August 2013)
- Executive Compensation and Broad-Based Rewards Consultant @ (August 2006 - July 2012)
- Financial Analyst Intern @ (June 2005 - August 2005)
Matt Assad Education
- University of Virginia Darden School of Business
Master of Business Administration (M.B.A.) (Corporate Finance / Investment Banking)
2012-2014 - University of Chicago
Bachelor of Arts (B.A.) (Economics)
2002-2006 - Carmel High School
- University of Chicago
Matt Assad Skills
- Analytical Skills
- Banking
- Business Case Preparation
- Business Development
- Business Insights
- Business Strategy
- Business-to-Business (B2B)
- Capital Raising
- Communication
- Competitive Landscape
- Contract Negotiation
- Corporate Finance
- Corporate Strategy
- Deal Execution
- Deal Flow
- Deal Sourcing
- Deal Structuring
- Due Diligence
- Economics
- Executive Visibility
- Finance
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Forecasting
- Financial Modeling
- Financial Planning
- Financial Statements
- Financial Transactions
- Forecasting
- Growth Strategies
- Investing
- Investment Banking
- Investment Strategies
- Investments
- M&A Advisory Services
- Market Analysis
- Market Evaluations
- Market Mapping
- Market Research
- Market Sizing
- Memos
- Mergers & Acquisitions (M&A)
- Mergers and Acquisitions Analysis
- Microsoft Excel
- Microsoft Word
- Negotiation
- New Leads
- Originations
- Outlook
- Partnerships
- Peer Group Analysis
- PowerPoint
- Presentation Skills
- Presentations
- Private Equity
- Project Management
- Purchase and Sale Agreements
- Quantitative Analytics
- Quantitative Finance
- Relationship Building
- Relationship Development
- Return on Investment Analysis
- Risk Assessment
- Strategic Growth
- Strategic Partnerships
- Strategic Planning
- Strategic Thinking
- Strategy Consulting
- Transaction Advisory
- U.S. Generally Accepted Accounting Principles (GAAP)
- Valuation
- Leadership
- Modeling
- Executive Compensation Planning
- Proxy Statements
- Research
- Strategy
- Executive Compensation
- Iss Modeling
- Incentive Program Design
- Sales Force Compensation
Matt Assad Summary
- Matt Assad, based in New York, NY, US, is currently a Principal at The Presidio Group. Matt Assad brings experience from previous roles at BrightTower, Cowen Inc. and Portico Capital. Matt Assad holds a 2012 - 2014 Master of Business Administration (M.B.A.) in Corporate Finance / Investment Banking @ University of Virginia Darden School of Business. With a robust skill set that includes Analytical Skills, Banking, Business Case Preparation, Business Development, Business Insights and more. Matt Assad has 1 emails and 1 mobile phone numbers on RocketReach.
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Others Named Matt Assad
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Top The Presidio Group LLC Employees
Lawson
Vice President
San Francisco, CA, US
Matt Assad
Principal
New York, NY, US
Brian Sorrell
Vice President
Atlanta, GA, US
Jason Stein
Managing Director
Tampa, FL, US
Kelly Lawson
Managing Director, Partner
San Francisco, CA, US
Brodie Cobb
Founder and CEO
Denver, CO, US
Susan Stein
CAO and Controller
Denver, CO, US
Amy Wilson
Director
Atlanta, GA, US
Lauren Pfohl
Chief Marketing Officer
Atlanta, GA, US
Diane Durbin
Chief of Staff
Denver, CO, US
Nicholas Klass
Investment Banking
Denver, CO, US
Alex Watterson
Managing Director
Atlanta, GA, US
Keith Style
Managing Director
Atlanta, GA, US
Adam Schraudenbach
Associate
Roswell, GA, US
Doug Stewart
Principal
Los Angeles, CA, US
Erika Bevers
Marketing Associate
Atlanta, GA, US
Haakon Mathiesen
Investment Banking Analyst
Denver, CO, US
Daniel Wong
Chief Executive Officer
San Francisco, CA, US
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