Matthew McTague
Brooklyn,NY
Summary
Experienced investor relations & fundraising professional working across private equity, private credit, infrastructure and real estate.
Overview
5
5
years of professional experience
Work History
Senior Associate - Institutional
Pantheon Ventures
07.2021 - 07.2023
- Serve in hybrid institutional sales role managing personal territory (<$10bn AUM allocators) while serving as lead support for three Senior Relationship Managers across the US & Canada
- Oversee and track own prospect out-reach program, maintaining timely follow up while keeping Relationship Manager / Regional Heads apprised of new developments within sales processes
- Independently manage client ad-hoc queries, client updates and propose value add solutions, working with support teams to collect required information and formulate responses that appropriately anticipate needs & follow-up from clients
- Demonstrate excellent written skills and representation of new materials across various asset classes (pitch slides, RFPs, proposals, DDQs, etc.)
- Lead support in additional closings totaling ~$500mm YTD across multiple client types in North America
- Exhibit understanding of Pantheon products & asset classes, articulating competitive value to each and provide value add suggestions to what would be best suited to pitch to clients
Associate - Institutional
Capital Dynamics
08.2020 - 07.2021
- Drive fundraising efforts by sourcing new LPs and pitching LPs on Capital Dynamics' fund offerings, attending conferences, scheduling and attending road shows, and managing due diligence processes
- Lead and design outreach plan for prospective institutional clients with less than $3bn in AUM, creating a robust pipeline for Capital Dynamics' private equity, credit, and infrastructure funds with several clients in the late-stage due diligence
- Responsible for building out pipeline of prospective and current clients for fifth vintage secondaries fund, resulting in largest fundraise for any Capital Dynamics product to date, personally closing ~$80mm in commitments over 10 months
- Assisted client relations team in LP communications regarding fund administration fees for legacy clients, collecting over $2mm in unpaid custody expenses
- Liaise with investment, compliance, and product teams to develop and customize marketing materials.
Analyst - Private Wealth
Partners Group
07.2018 - 08.2020
- Member of distribution team supporting sales efforts of Partners Group's flagship $5bn+ evergreen private equity offering into private bank and intermediary institutional groups
- Support Vice President and Managing Director in road show prep, marketing material development, CRM management, and pitch preparation and execution
- Fundraising accomplishments within territory (Eastern United States) include $160mm+ raised in Q219, $175mm+ raised in Q319 and $100mm+ raised in Q419
- Collaborate with internal stakeholders (deal teams, compliance, c-suite etc.) in order to complete client deliverables as well as maintain pulse on market appetite for private equity investment
- Participate in robust corporate training programs such as investment seminars, ethical and regulatory education, and sales preparation workshops.
Education
Bachelor of Arts - Economics
University of Connecticut
05.2016
Skills
- Alternative investments
- Capital raising
- Series 7 & 63
- Relationship management
- Investor relations
- Team management
Outside Of Work
- Triathlons
- Cooking
- Non-fiction Reading
- Skiing
- Golfing
- Scuba Diving
- New York Knicks supporter
Timeline
Senior Associate - Institutional
Pantheon Ventures
07.2021 - 07.2023
Associate - Institutional
Capital Dynamics
08.2020 - 07.2021
Analyst - Private Wealth
Partners Group
07.2018 - 08.2020
Bachelor of Arts - Economics
University of Connecticut