Matt Close Email & Phone Number

Director, Private Equity Sponsor Coverage @ Baker Tilly US

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Matt Close Location

Boston, MA, US

Matt Close Work

Director, Private Equity Sponsor Coverage @ (November 2025 - Present)
Managing Director and Senior Advisor @ (November 2024 - November 2025)
Director Private Equity @ (July 2023 - November 2024)
Principal @ (April 2019 - June 2023)
Vice President, Client Development @ (February 2014 - April 2019)
Vice President, Management Resources @ (January 2005 - October 2013)
Financial Advisor @ (January 2010 - December 2010)
Associate, Investment Banking @ (January 1999 - January 2001)

Matt Close Education

Babson College
Bachelor's degree (Finance & Investments)
1997

Matt Close Skills

M&A Execution
M&A Due Diligence
M&A Modeling
M&A Negotiations
Capital Raising
Private Equity
Due Diligence
Integration
Investments
Valuation
Strategic Planning
Business Management
Corporate Finance
Financial Analysis
Media
Digital Media
Cross-functional Team Leadership
Software as a Service (SaaS)
Customer Relationship Management (CRM)
Sales Management
Finance
Financial Modeling
Business Process Improvement
Internal Controls
Financial Reporting
Accounting
Analysis
Internal Audit
SEC filings
Sarbanes-Oxley
Strategy
Business Analysis
ERP
Budgets
IFRS
Business Development
Revenue Recognition
IPO
Enterprise Risk Management
Sarbanes-Oxley Act
QuickBooks
Managerial Finance
Basel II
Acquisition Integration
XBRL
SEC reporting
PMO
Software Project Management
Dodd Frank
SOX
Process Improvement
Financial Recruiting
Risk Management
Mobile Messaging
Mobile Marketing
SMS
MMS
Customer Engagement
Customer Acquisition
Mobile Customer Relationship Management
CRM
Social Marketing
Customer Retention
Loyalty Marketing
ROI Strategies
Client Development
Sarbanes Oxley Act
P and L Oversight
Cross Functional Team Leadership
Management
PowerPoint
Banking
Budgeting
Customer Service
Software as a Service Saas
Leadership
Startups
Sales
Enterprise Sales
Customer Relationship Management Crm
Sarbanes Oxley
Strategic Partnerships
Development
Channel Partner Development
Microsoft Excel
Marketing
Project Management
Customer Experience
Solution Selling
Sales Strategy
Channel Sales
Executive Management
Channel Partners
Negotiation
Team Leadership
Mergers and Acquisitions M&A
Professional Services
Pricing Strategy
Enterprise Software
Contract Negotiation
Salesforce.com Administration
Business Alliances
Software as a Service
Customer Relationship Management
Mergers and Acquisitions

Matt Close Summary

Matt Close, based in Boston, MA, US, is currently a Director, Private Equity Sponsor Coverage at Baker Tilly US. Matt Close brings experience from previous roles at North Equity, Baker Tilly US and Upland Software. Matt Close holds a Bachelor's degree in Finance & Investments @ Babson College. With a robust skill set that includes M&A Execution, M&A Due Diligence, M&A Modeling, M&A Negotiations, Capital Raising and more. Matt Close has 2 emails and 2 mobile phone numbers on RocketReach.