Matthew Phelan, CPA
Investment Professional / Business Development at Radcliffe Capital Management- Claim this Profile
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Bio
Experience
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Radcliffe Capital Management
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United States
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Investment Management
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1 - 100 Employee
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Investment Professional / Business Development
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Feb 2022 - Present
Atlanta, Georgia, United States Radcliffe Group, Inc. was founded in 1996. Radcliffe Capital Management, LP is an SEC registered investment adviser that manages approx. $4 billion across defensive credit related strategies. Its clients include a cross section of institutions and high-net-worth individuals. For 26 years, Radcliffe has evolved its team, models, systems, and risk controls to successfully invest in niche strategies by capitalizing on persistent and explainable structural market inefficiencies, where the… Show more Radcliffe Group, Inc. was founded in 1996. Radcliffe Capital Management, LP is an SEC registered investment adviser that manages approx. $4 billion across defensive credit related strategies. Its clients include a cross section of institutions and high-net-worth individuals. For 26 years, Radcliffe has evolved its team, models, systems, and risk controls to successfully invest in niche strategies by capitalizing on persistent and explainable structural market inefficiencies, where the Principals of the firm want to commit their own capital. Radcliffe is currently managing seven unique strategies: Multi Strategy ("Multi-Strat"), Ultra Short Duration ("USD"), Select (more conservative than USD), Short Duration (less conservative than USD), SPAC, and a BDC strategy. In each case, credit analysis is employed to identify corporate bonds that we believe are fundamentally mispriced and are expected to produce excess returns with low volatility. Show less
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Navigation Capital Partners
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United States
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Venture Capital and Private Equity Principals
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1 - 100 Employee
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Senior Vice President
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Jul 2021 - Feb 2022
Matt is a Senior Vice President of NCP’s SPAC Opportunity Partners LP., a portfolio of SPAC equity investments utilizing three strategies: providing sponsor capital, leading investments in SPAC IPOs, and investing in and pricing PIPE (“private investments in public entities”). NCP’s SPAC team recruits CEOs to lead SPACs and through its SPAC-in-a-Box operating system, powered by the NYSE, which turns the SPAC process “Upside down and Inside out”.
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Vice President
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Jul 2020 - Jul 2021
Atlanta, Georgia, United States
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Antares Capital LP
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United States
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Financial Services
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300 - 400 Employee
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Associate
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Dec 2018 - Jul 2020
Atlanta, GA, United States With approximately $24 billion of capital under management and administration as of December 31, 2018, Antares is a private debt credit manager and leading provider of financing solutions for middle-market private equity-backed transactions. In 2018, Antares issued nearly $25 billion in financing commitments to borrowers through its robust suite of products including first lien revolvers, term loans and delayed draw term loans, 2nd lien term loans, unitranche facilities and equity investments… Show more With approximately $24 billion of capital under management and administration as of December 31, 2018, Antares is a private debt credit manager and leading provider of financing solutions for middle-market private equity-backed transactions. In 2018, Antares issued nearly $25 billion in financing commitments to borrowers through its robust suite of products including first lien revolvers, term loans and delayed draw term loans, 2nd lien term loans, unitranche facilities and equity investments. Antares world-class capital markets experts hold relationships with over 400 banks and institutional investors allowing the firm to structure, distribute and trade syndicated loans on behalf of its customers. Since its founding in 1996, Antares has been recognized by industry organizations as a leading provider of middle market private debt, most recently being named the 2018 Lender of the Year by ACG New York. The company maintains offices in Atlanta, Chicago, Los Angeles, New York and Toronto. Show less
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Houlihan Lokey
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United States
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Investment Banking
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700 & Above Employee
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Financial Analyst
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Oct 2017 - Dec 2018
Greater Atlanta Area • Performed monthly and quarterly valuations on multiple client portfolios for over 100 positions and ensured accurate and timely delivery of net asset valuations for multiple hedge fund clients • Coordinated valuation analyses through telephonic and in-person due diligence meetings to ensure all appropriate company specific information was gathered • Analyzed comprehensive company and industry analysis to make analytical determinations on input assumptions that drive… Show more • Performed monthly and quarterly valuations on multiple client portfolios for over 100 positions and ensured accurate and timely delivery of net asset valuations for multiple hedge fund clients • Coordinated valuation analyses through telephonic and in-person due diligence meetings to ensure all appropriate company specific information was gathered • Analyzed comprehensive company and industry analysis to make analytical determinations on input assumptions that drive value • Supported the firm’s research requests through Bloomberg and Capital IQ Show less
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Grant Thornton LLP (US)
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United States
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Accounting
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700 & Above Employee
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Senior Associate
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Jan 2016 - Oct 2017
Greater Atlanta Area •Performed financial valuation analysis through the use of discounted cash flow, trading comparables, and precedent transaction comparables •Conducted both buy side and sell side due diligence sessions detailing business, financial, and accounting considerations •Lead firm initiatives helping to streamline the client onboarding and acceptance phase of due diligence engagements
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Business Advisory Program Intern
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Jan 2015 - Mar 2015
Greater New York City Area •Worked with the Wealth and Asset Management team consulting large banks on current industry trends •Provided insight into client’s financial and operational strengths and weaknesses, focusing on the client onboarding process •Analyzed, constructed, and presented resolution plans in order to provide the client with a strategic plan for future business proceedings
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Education
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Wake Forest University
Master of Science (MS), Accounting -
College of Charleston
BS, Finance, General