Helping growth-minded companies and founders
  • form partnerships
  • raise capital
  • obtain liquidity
  • enter new markets
  • shift the paradigm

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.


04 April 2023

Edgar Matthews & Co. Launches as an Independent Investment and Merchant Bank to Provide Holistic Capital Markets and Financial Advisory Services to Middle Market Companies

13 November 2023

CION Investment Corporation (NYSE: CION) Completes $100 Million Notes Offering

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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.