Matt Roberts

Responsible for developing a corporate development function within the company. Oversaw outreach to investment banks and acquisition targets, review and analysis deals, and due diligence. Responsible for developing new acquisition models, improving budgeting models for bank relationships and credit agency reporting among other tasks.

Lower middle market companies face unprecedented strategic opportunities and challenges but often lack the experience or resources to assess or respond effectively. Copper Run is committed to providing lower middle market companies, whose transactions are too small or infrequent to attract the interest of bulge bracket investment bankers, with high quality merger and acquisition advisory services allowing them to grow through acquisition or create a legacy by selling a business.

Vice President - December 2016 to January 2019 Associate - February 2015 to December 2016 MelCap Partners, LLC is an independent, private investment-banking firm providing financial advisory services to middle market companies. Services include sell-side and buy-side M&A advisory services, private placement of debt and equity capital and general advisory services including business valuations. Responsible for business development, leading transactions, developing offering memorandums, financial analysis, and preparing financial modeling, conducting industry research, drafting proposals, and presentations, along with other marketing materials.

Project Manager - March 2012 to February 2015 Project Associate - March 2011 to March 2012 China Centric is a team of operating professionals in China and the U.S. that has assisted over 150 companies to develop and execute a range of business strategies in China. China Centric has 30 professionals with offices in Beijing, Cleveland, Shanghai, Zhuhai and Hong Kong. Assisted clients (North American middle market companies and private equity firms) to first understand their China opportunity and then develop a strategy around the opportunity. Projects included market research, due diligence, supply chain management, business start-up, and acquisitions. Internal responsibilities included firm marketing, IT and process improvement.

Created the financial reporting system and managed the accounting functions for small innovative company in the bowling industry. Focus was on cash management, budgeting, inventory controls, online store management and year-end closing.

Worked as a Credit Analyst in the Commercial Lending group. Focused on new loan request analysis and loan reviews with the goal of ensuring that new loans and current loans fall into the bank's guidelines.

Worked for a small regional accounting firm in downtown Cleveland on audit and tax engagements. Focused on manufacturing and non-profit clients for the review and audit engagements. Prepared returns for corporate, non-profit and individual clients. Non-billable work included improving internal processes (creating a database of old tax returns) and communication (establishing a new calendar system).

Worked in back office operations for BNY Mellon’s Asset Management group. Specific duties included reporting and verifying daily mutual fund data to internal business groups and external fund managers and preparing monthly reconciliations and notifications on currency swap transactions for Mellon Stand Alone accounts.

Worked in the Trust Tax Department of BNY Mellon concentrating in the Planned Giving group, maintaining accounts for several large universities and non-profits. Specific duties included account maintenance and tax return preparation along for my accounts while assisting other groups in the department. Worked closely with our Mellon India team to ensure compliance and accuracy in their work. Tax return experience: 5227’s, 1041-A’s, 1040’s, 990’s and 990-PF’s.