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Edgar Matthews & Co. is an independent investment and merchant bank partnering with middle market companies and financial sponsors on their most-critical corporate finance challenges. We provide advice to companies in relation to strategic initiatives, such as mergers, acquisitions, divestitures, recapitalizations, and other endeavors, and serve as a trusted partner in the capital markets, structuring bespoke financing solutions across the capital structure. Our team brings big bank DNA to the middle market, and has an extensive track record working with clients across sectors, geographies and situations.
Securities transactions conducted through GT Securities, Inc. Member FINRA, SIPC
Copyright © 2023 Edgar Matthews & Co. LLC. All Rights Reserved. It is acknowledged that the content of the website is for general information purposes only and is not intended to constitute an offer to sell or buy any securities or other assets or promise to undertake or solicit business, and may not be relied upon in connection with any offer or sale of securities or other assets.
Rob Lee is a subject-matter expert on the alternative and traditional asset management industries, with a track record developing and executing a personalized business strategy to initiate and enhance client relationships and drive revenues. Rob previously spent the last 20 years as a sell-side research analyst at KBW focused on the asset management industry. Prior to KBW, Rob spent 10 years at UBS, also in equity research focused on asset management.
He offers a keen analytical and quantitative mindset along with excellent communication skills and an ability to translate complex concepts into clear and concise interpersonal and written communications.
Rob holds a BA from Rutgers University and a MBA from New York University Stern School of Business.
