Matthew Fan
Managing Director | Head of Technology Investment Banking
Matthew Fan serves as Managing Director and Head of Technology in the Portage Point Partners Investment Banking Practice, based in New York City. He has more than 15 years of corporate finance and investment banking advisory experience, working with private and public companies and private equity firms and their portfolio companies.
Matt has extensive experience advising public and private technology companies on strategic acquisitions, leveraged buyouts, corporate divestitures and recapitalizations and exclusive sale mandates as well as go-private and take-private transactions. His industry expertise spans across critical technology sectors, including enterprise software, customer experience and go-to-market (GTM) software, cybersecurity, communications software, business and data analytics and information services.
Prior to Portage Point, Matt was a Managing Director on the Technology Team at Jefferies, where he focused on M&A and financial advisory services for software and other technology businesses. Prior to Jefferies, Matt was on the technology, media & telecom (TMT) investment banking team at Guggenheim Partners. Matt started his career on the M&A team in the investment banking division of Oppenheimer & Co.
Matt earned a Bachelor of Arts in Philosophy from Brown University and a Juris Doctorate from the University of Chicago Law School.
SPEED TO INSIGHT
Investment Banking Services are offered through Triple P Securities, LLC. Member FINRA SIPC. Firm details on FINRAs BrokerCheck.
