William O'Flaherty

Managing Director at Matrix Capital Markets Group, Inc.

William J. O'Flaherty is a Managing Director at Matrix Capital Markets Group, Inc., a position he has held since 2011.2 3 He is a key member of the firm's investment banking team, focusing on several important areas:

Roles and Responsibilities

Member of the Broad Sector Advisory and Outdoor Recreation & Marine Investment Banking Groups1
Responsible for new client development1
Manages various aspects of client transactions, including:
- Company sales
- Corporate carve-outs
- Capital raises
- Recapitalizations
- Restructurings
- Valuations
- Strategic planning
- Assisting clients with acquisitions of target companies1

Industry Experience

O'Flaherty has worked across a diverse range of sectors, including:

Transportation & logistics
Industrial products
Business services
Building products
Consumer products
Outdoor recreation and marine
Manufactured goods
Value-added distribution1

Background and Education

Graduated from the University of Virginia's McIntire School of Commerce
Received a B.S. in Commerce with a concentration in finance1
Prior to joining Matrix, worked at Wells Fargo Securities' Industrials investment banking team in New York1

Professional Qualifications

Qualified as a FINRA Uniform Securities Agent (Series 63)
Investment Banking Representative (Series 79)1

Professional Affiliations

Member of the Association for Corporate Growth's Richmond Chapter
Serves on the Investment Committee of the ACG Richmond Chapter1

William O'Flaherty's expertise in various sectors and his comprehensive experience in managing complex financial transactions make him a valuable asset to Matrix Capital Markets Group, Inc. and its clients.