Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
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Douglas Matt

Newport Beach,CA

Summary

Dynamic Vice President with extensive experience in M&A and capital raising, known for driving significant transactions through critical thinking and negotiation skills. Proven success in mentoring teams towards peak performance while fostering business development and creativity. Adept at navigating high-stakes financial environments and executing innovative projects, consistently delivering optimized solutions. Committed to cultivating a collaborative and inclusive work culture that promotes exceptional results.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Vice President

Plethora Businesses
02.2023 - 11.2024
  • Spearheading M&A advisory services for mid-sized companies with an enterprise value between $5M-$100M and EBITDA ranging from $500K to $20M
  • Specializing in privately held entrepreneur-owned businesses, corporate buyers, private equity groups, family offices, and high-net-worth individuals
  • Primary scope of services includes sell-side M&A advisory, outsourced M&A, capital raising, buy-side retained searches, and appraisals
  • Leading Plethora Businesses as a top M&A Advisor for the lower middle market
  • Leading a team of 12 to find, engage, conduct valuations, negotiate and close transactions

Managing Director

Rainmaker Securities, LLC
08.2020 - 02.2023
  • Seasoned investment banker with a strong track record in capital raising and M&A
  • Successfully orchestrated significant capital procurement through primary fundraising rounds and late-stage equity transactions
  • Proficient in financial analysis, due diligence, valuation techniques, deal structuring, negotiation, and providing strategic counsel
  • Expertise in various financial instruments, including equities, bonds, and complex derivatives

Managing Director

DelMorgan & Co.
01.2016 - 03.2021
  • A thorough review of the client's business, financial status and strategic prospects
  • A rigorous quantitative and qualitative evaluation of a wide range of transaction alternatives and transaction structures and Mergers and Acquisitions
  • Identification of the key investment highlights for potentially interested investors
  • Identification of the key issues - and potential responses - that might inhibit potentially interested investors
  • A review of the legal, tax, regulatory and other factors that might affect a transaction
  • Analysis of the likely investor universe - global as well as domestic, unconventional as well as conventional - and the best approach for each
  • Managing a process tailored to achieve our client's specific objectives - whether achieving a competitive dynamic, minimizing dilution, closing quickly, etc

Freelance Location Manager/Scout

01.2012 - 01.2016
  • Worked as a Freelance Location Manager and Scout for high-profile brands and projects including Peloton, Masterclass, Burger King, Adidas, UPS, and others
  • Scouting diverse and visually compelling locations tailored to project needs
  • Managing logistics and securing necessary permits for location shoots
  • Coordinating with production teams to ensure seamless execution on-site
  • Cultivating relationships with property owners and local authorities to facilitate efficient operations
  • Delivering creative solutions under tight deadlines and maintaining project budgets

Education

Bachelor's degree - Quantum Physics & Consciousness and Human Potential

Maharishi International University

Skills

  • Capital Raising
  • Critical Thinking
  • Sales
  • M&A
  • Negotiation
  • Creativity
  • Business storytelling
  • Business development
  • Public speaking
  • Training and mentoring
  • Portfolio optimization

Certification

  • Series 82
  • SIE
  • Series 63

Affiliations

  • Music
  • Guitar
  • Songwriting
  • Bass
  • Drums
  • Hiking
  • Podcasts

Timeline

Vice President

Plethora Businesses
02.2023 - 11.2024

Managing Director

Rainmaker Securities, LLC
08.2020 - 02.2023

Managing Director

DelMorgan & Co.
01.2016 - 03.2021

Freelance Location Manager/Scout

01.2012 - 01.2016

Bachelor's degree - Quantum Physics & Consciousness and Human Potential

Maharishi International University

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Douglas Matt