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Directors
Casey is a member of the Healthcare Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions. She advises not-for-profit and for-profit healthcare clients on mergers and acquisitions, valuations, tax-exempt and taxable financings, and strategic advisory, including strategic options and strategic capital planning. She has spent her entire career working as an investment banker in the healthcare industry. Prior to joining Matrix in 2020, Casey was a Vice President with Edgemont Partners where she provided M&A advisory services to healthcare clients. Casey also previously served as a Vice President in Raymond James’ Healthcare Finance Group. She serves as Co-Chair of the Leadership Council of the Lung Cancer Research Foundation. Casey graduated from Princeton University, where she received an A.B. degree in Economics and a Certificate in Finance. She is also qualified as a FINRA Municipal Advisor Representative (Series 50), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
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Team Member Bio
Casey is a member of the Healthcare Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions. She advises not-for-profit and for-profit healthcare clients on mergers and acquisitions, valuations, tax-exempt and taxable financings, and strategic advisory, including strategic options and strategic capital planning.
She has spent her entire career working as an investment banker in the healthcare industry. Prior to joining Matrix in 2020, Casey was a Vice President with Edgemont Partners where she provided M&A advisory services to healthcare clients. Casey also previously served as a Vice President in Raymond James’ Healthcare Finance Group. She serves as Co-Chair of the Leadership Council of the Lung Cancer Research Foundation.
Casey graduated from Princeton University, where she received an A.B. degree in Economics and a Certificate in Finance. She is also qualified as a FINRA Municipal Advisor Representative (Series 50), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
David is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for new client development and managing all aspects of client transactions including company sales, corporate carve outs, capital raises, recapitalizations, restructurings, valuations, strategic planning, and assisting clients with acquisitions of target companies. He joined Matrix in 2021 and has more than 15 years of experience advising petroleum marketers, fuels distributors, and convenience store companies on a range of transactions. Prior to joining Matrix, David was an investment banker at Raymond James & Associates and Morgan Keegan & Company focused on the downstream energy sector. David also previously worked as a Senior Commercial Credit Analyst at Comerica Bank, based in Detroit, MI. David received a B.A. in Journalism with a concentration in Public Relations from The University of Georgia and an M.B.A. from Georgia State University. He is a CFA Charterholder and a member of the CFA Institute and the CFA Society Atlanta. He is also qualified as a FINRA General Securities Representative (Series 7) and Uniform Securities Agent (Series 63).
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Team Member Bio
David is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for new client development and managing all aspects of client transactions including company sales, corporate carve outs, capital raises, recapitalizations, restructurings, valuations, strategic planning, and assisting clients with acquisitions of target companies. He joined Matrix in 2021 and has more than 15 years of experience advising petroleum marketers, fuels distributors, and convenience store companies on a range of transactions. Prior to joining Matrix, David was an investment banker at Raymond James & Associates and Morgan Keegan & Company focused on the downstream energy sector. David also previously worked as a Senior Commercial Credit Analyst at Comerica Bank, based in Detroit, MI.
David received a B.A. in Journalism with a concentration in Public Relations from The University of Georgia and an M.B.A. from Georgia State University. He is a CFA Charterholder and a member of the CFA Institute and the CFA Society Atlanta. He is also qualified as a FINRA General Securities Representative (Series 7) and Uniform Securities Agent (Series 63).
Ryan is a member of the Capital Advisory Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions. Having structured, underwritten, and executed $50B+ of complex debt transactions as lead arranger, Ryan is well-versed in the bank loan, leveraged finance, structured credit, and private debt markets. Ryan joins Matrix after a 14-year career at M&T Bank Corporation. As a Vice President in M&T’s Debt Capital Markets platform, Ryan led all facets of capital intermediation and transaction execution, as well as advising clients on capital structure & efficiency, liquidity, and go-to-market strategy. Ryan’s industry experience includes extensive work in retail automotive, seasonal retailers, transportation & logistics, mortgage servicing rights (MSR) financing, and general industrial (including building products, and specialty chemicals). Throughout his career, he has structured and led complex bank loan market transactions (pro-rata, ABL, institutional term loans), non-bank direct lender credits, uni-tranche structures, second lien, and mezzanine loans. Ryan received a B.A. from Hobart and William Smith Colleges, and an M.B.A. from Johns Hopkins University. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
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Team Member Bio
Ryan is a member of the Capital Advisory Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions. Having structured, underwritten, and executed $50B+ of complex debt transactions as lead arranger, Ryan is well-versed in the bank loan, leveraged finance, structured credit, and private debt markets.
Ryan joins Matrix after a 14-year career at M&T Bank Corporation. As a Vice President in M&T’s Debt Capital Markets platform, Ryan led all facets of capital intermediation and transaction execution, as well as advising clients on capital structure & efficiency, liquidity, and go-to-market strategy.
Ryan’s industry experience includes extensive work in retail automotive, seasonal retailers, transportation & logistics, mortgage servicing rights (MSR) financing, and general industrial (including building products, and specialty chemicals). Throughout his career, he has structured and led complex bank loan market transactions (pro-rata, ABL, institutional term loans), non-bank direct lender credits, uni-tranche structures, second lien, and mezzanine loans.
Ryan received a B.A. from Hobart and William Smith Colleges, and an M.B.A. from Johns Hopkins University. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).