Matt O'Neill, CFA

Director at Stout
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Contact Information
us****@****om
(386) 825-5501
Location
Philadelphia, Pennsylvania, United States, US

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Credentials

  • Chartered Financial Analyst (CFA) charterholder
    CFA Institute
    Sep, 2016
    - Nov, 2024

Experience

  • Stout
    • United States
    • Financial Services
    • 700 & Above Employee
    • Director
      • Apr 2023 - Present

  • Siegfried Advisory
    • United States
    • Accounting
    • 1 - 100 Employee
    • Director
      • Jan 2022 - Apr 2023

  • Stout
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Vice President
      • Jul 2016 - Jan 2022

  • Murray Devine Valuation Advisors
    • Financial Services
    • 1 - 100 Employee
    • Senior Associate
      • Jun 2014 - Jul 2016

      Responsibilities include financial analysis and advisory services relating to the financial opinions, and valuations of privately held business enterprises and their underlying securities. Experience includes the valuation of business enterprises with complex capital structures including pro forma valuations for planned or impending transactions such as mergers, acquisitions, and dividend recapitalizations. Provide debt and equity valuations for investments owned by private equity firms, business development companies, mezzanine funds, collateralized debt obligation funds, structured vehicles and public companies holding illiquid investments such as senior and subordinated debt, preferred and common stock, partnership and LLC interests, warrants and options. Provide valuations of intangible assets including patents, trademarks, trade names, non-compete agreements and customer lists for the purposes of, Business Combinations (FASB ASC 805) and Goodwill Impairment Testing (FASB ASC 350). Show less

  • M&T Bank
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager
      • Aug 2010 - Jul 2012

Education

  • Wake Forest University
    Bachelor of Science, Business
    2006 - 2010
  • Temple University - Fox School of Business and Management
    Master of Business Administration (MBA), Finance, General
    2012 - 2014

Community

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