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Matthew Epstein
Founder & Managing Partner |
Matthew is an experienced FinTech investment banker and investor having advised numerous public and private companies over more than 25 years on a wide range of strategic, M&A and capital raising transactions representing more than $60 billion in transaction value.
He founded Newbold Partners in 2020 as an independent investment advisory firm specializing on the FinTech sector, dedicated to providing thoughtful and customized solutions to meet clients’ unique strategic needs and achieve superior and value maximizing outcomes.
Prior to founding Newbold, Matthew oversaw the FinTech practice at Sagent Advisors (acquired by Daiwa Capital Markets), Merrill Lynch and UBS. He started his investment banking career at Lehman Brothers (may they rest in peace), and prior to that was an attorney at Wachtell, Lipton, Rosen & Katz.
Matthew received his J.D., Magna cum laude, from Northwestern School of Law and his BA from Columbia.
He founded Newbold Partners in 2020 as an independent investment advisory firm specializing on the FinTech sector, dedicated to providing thoughtful and customized solutions to meet clients’ unique strategic needs and achieve superior and value maximizing outcomes.
Prior to founding Newbold, Matthew oversaw the FinTech practice at Sagent Advisors (acquired by Daiwa Capital Markets), Merrill Lynch and UBS. He started his investment banking career at Lehman Brothers (may they rest in peace), and prior to that was an attorney at Wachtell, Lipton, Rosen & Katz.
Matthew received his J.D., Magna cum laude, from Northwestern School of Law and his BA from Columbia.