James P. Mickelinc, CPA
James is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, James was an assurance senior associate with PricewaterhouseCoopers, LLP in their alternative investments group.
James received a B.S. in both Finance and Accounting, and graduated summa cum laude from Le Moyne College. He also received an M.S. in Accounting from Loyola University Maryland. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
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Matthew L. Paniccia, CFA
Matt is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Previously, he was an Investment Associate at Point Field Partners and completed two internships at Matrix.
Matt received a Bachelor's in Business Administration with a double concentration in Finance and Economics, along with a minor in Information Systems, and graduated magna cum laude from Loyola University Maryland. He is a CFA Charterholder and member of the CFA Institute. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Michael J. Tucker, CFA
Mike is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2020, he was an Associate Portfolio Manager at KMG Wealth Management.
Mike graduated from Virginia Tech where he received a B.S. in Accounting and Finance. Additionally, he is a CFA Charterholder and member of the CFA Institute. He is currently qualified as a FINRA General Securities Representative (Series 7), a Uniform Combined Representative (Series 66) and Investment Banking Representative (Series 79).
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Matt C. Oldhouser, CPA
Matt is a member of the Broad Sector Advisory and Outdoor Recreation & Marine Investment Banking Groups and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2019, Matt was a Senior Audit Associate at Grant Thornton, LLP.
Matt received a B.S. in Business Administration with concentrations in Finance and Accounting, and graduated cum laude from the University of South Carolina. He holds the Certified Public Accountant designation and has successfully completed the Level I CFA. He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
INSIGHTS:
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- Outdoor Recreation & Marine Update – Active Apparel Edition
- Outdoor Recreation & Marine Update – RV Edition
- Outdoor Recreation & Marine Update Q3 – 2024
- Purchase Price versus Proceeds: The Importance of Tax Structuring in M&A Transactions
- Analysis of the Outdoor Recreation & Marine Markets: Determining the Sustainability of Recent Sector Momentum
- Forecasts in the Marine and Outdoor Enthusiast Sectors: Assessing the Crystal Ball and Gauging the Accuracy of Market Predictions
- Middle Market Capital Availability: Where Business Owners Can Turn for Liquidity to Support Working Capital, Growth, and Shareholder Risk Diversification
- What Past Recessions Have Taught Us About the Automotive Aftermarket: Operational & M&A Considerations for Business Owners in Today’s Environment
Nathan B. Wah, CPA
Nate is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2018, Nate was a Senior Audit Associate with KPMG US LLP.
Nate received a B.S. in Business Administration with concentrations in both Finance and Accounting, and graduated cum laude from Villanova University. He holds the Certified Public Accountant designation and has successfully completed the Level I CFA. He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
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Kyle B. Tipping, CFA
Kyle is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2017, Kyle was a research analyst at JoycePayne Partners.
Kyle received a B.A. in Mathematics and Economics from Washington & Lee University where he was a member of the varsity baseball team. He is a CFA Charterholder and member of the CFA Institute. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
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