Matthew Lombardo has joined CapitalWorks as a senior associate with primary duties as a private equity analyst.
His responsibilities include screening and analysis of acquisition opportunities, conducting due diligence and procuring deal financing. Additionally, he works with current portfolio companies to assist them with various projects as well as governance and monitoring initiatives.
Prior to joining CapitalWorks, Mr. Lombardo worked for Robert W. Baird as a mergers and acquisitions associate in the firm’s Industrial group, where he advised public and private middle market companies on sell-side, carve-out divestiture and buy-side transactions. Mr. Lombardo spent eight years prior to Baird working for Victory Capital Management, a Cleveland based investment management firm, where he was responsible for analyzing and investing in public equities.
Mr. Lombardo received a Bachelor of Arts in economics from Michigan State University and a Master’s in Business Administration from The University of Chicago Booth School of Business. Mr. Lombardo is a Chartered Financial Analyst and a member of the Cleveland CFA Society.