Matthew Perloe

Private Equity Vice President @ Newbury Franklin | CFA Level III Candidate

Role
Private Equity Vice President at Newbury Franklin
Location
Los Angeles, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Matthew Perloe

Matthew is a CFA Level Candidate and speaks Mandarin Chinese.

Experience

  1. Private Equity Vice President

    Newbury Franklin

    Oct 2020 — Present

    I have successfully driven investment execution and portfolio growth at Newbury Franklin, focusing on lower middle market companies. • Managed a diverse portfolio of 15 acquisitions in industrial distribution, manufacturing, SaaS, and consumer services. • Collaborated with founders and management teams to implement operational strategies for growth. • Developed skills in strategic planning, operational excellence, and partnership alignment.

Education

  • Peking University

    Thunderbird Language and Business Program & NYU Study Abroad

    2007 — 2008

  • New York University

    Bachelor of Arts - BA, Economics and East Asian Studies (Mandarin Language Track)

  • Yale School of Management

    Master of Business Administration (M.B.A.), MBA

Skills

  • Bloomberg
  • Relationship Management
  • Equities
  • Economics
  • Private Equity
  • Derivatives
  • Financial Analysis
  • Financial Modeling
  • Portfolio Management
  • Mergers
  • Start-Ups
  • Microsoft Office
  • Microsoft Excel
  • Equity Research
  • Strategy
  • Teamwork
  • Analysis
  • Social Media
  • Leadership
  • Valuation
  • Trading
  • Investment Banking
  • Emerging Markets
  • Due Diligence
  • Hedge Funds
  • Mergers & Acquisitions
  • Project Management
  • Mandarin
  • Analytics
  • Fixed Income
  • Finance
  • Microsoft Powerpoint
  • Investments
  • Team Leadership

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Matthew Perloe — Private Equity Vice President at Newbury Franklin in Los Angeles, CA, US | Unifers