Matthews South — Company Overview Matthews South is an independent advisory and software firm transforming the way public and private companies make capital markets decisions. --- Mission: Matthews South aims to make clients the most informed participants in the capital markets through unbiased advice, powerful analytics, and no conflicts of interest. --- Core Values: - Independent, unbiased advice aligned with client objectives. - Data-driven, quantitatively informed decision-making. - No commercial relationships with banks or buy-side accounts. --- Services — Our Solutions: We provide holistic capital markets advice to private and public companies across the capital structure, including: 1. Debt — https://matthewssouth.com/debt/ 2. Equity — https://matthewssouth.com/equity/ 3. IPO — https://matthewssouth.com/ipo/ 4. Pre-IPO Financing — https://matthewssouth.com/pre-ipo-financing/ 5. Convertible & Call Spread — https://matthewssouth.com/convertible-call-spread/ 6. Call Spread Unwind — https://matthewssouth.com/call-spread-unwind/ 7. Share Repurchases — https://matthewssouth.com/share-repurchases/ 8. Capital Structure Review (including M&A transactions) — https://matthewssouth.com/capital-structure-review-in-connection-with-ma/ --- Client Industries & Size Range: We have advised companies in Technology, Healthcare, Industrials, Airlines, Clean Energy, and Financial sectors. Revenue range: $100 million to $60 billion Market capitalization range: $500 million to $400 billion --- Selected Clients (deduplicated with context): - LivePerson — https://matthewssouth.com/client/liveperson-2020/ - Dropbox — https://matthewssouth.com/client/dropbox-2025/ - Lyft — https://matthewssouth.com/client/lyft-2025/ - Weight Watchers — https://matthewssouth.com/client/weightwatchers-2025/ (WW International) - Beyond Meat — https://matthewssouth.com/client/beyond-meat/ - PROS Holdings — https://matthewssouth.com/client/pros-holdings-2023/ - Cloudflare — https://matthewssouth.com/client/cloudflare-2025/ - Etsy — https://matthewssouth.com/client/etsy-2025/ - Rubrik — https://matthewssouth.com/client/rubrik-2025/ - DoorDash — https://matthewssouth.com/client/doordash-2025/ - PDF Solutions — https://matthewssouth.com/client/pdf-solutions/ - BridgeBio Pharma — https://matthewssouth.com/client/bridgebio-2025/ - Uber Technologies — https://matthewssouth.com/client/uber-2025/ - Verisk Analytics — https://matthewssouth.com/client/verisk-analytics/ - Nucor Corp — https://matthewssouth.com/client/nucor-2023/ - Luminar Technologies — https://matthewssouth.com/client/luminar-2024/ - S&P Global — https://matthewssouth.com/client/spglobal/ - Health Catalyst — https://matthewssouth.com/client/health-catalyst/ - Dollar Tree — https://matthewssouth.com/client/dollar-tree-2025/ - KLA Corporation — https://matthewssouth.com/client/kla-corp/ - Coinbase Global — https://matthewssouth.com/client/coinbase/ - SoFi Technologies — https://matthewssouth.com/client/sofi/ - LivaNova — https://matthewssouth.com/client/livanova/ - GoPro — https://matthewssouth.com/client/gopro/ - RTX Corporation — https://matthewssouth.com/client/rtx-corporation/ - PagerDuty — https://matthewssouth.com/client/pager-duty/ - Synopsys — https://matthewssouth.com/client/synopsys/ - Labcorp — https://matthewssouth.com/client/labcorp/ - Cadence Design Systems — https://matthewssouth.com/client/cadence-design-systems/ - Model N — https://matthewssouth.com/client/model-n/ - ON Semiconductor Corporation — https://matthewssouth.com/client/on/ - Permian Resources Corporation — https://matthewssouth.com/client/permian-resources/ - Silicon Laboratories — https://matthewssouth.com/client/silicon-labs/ - ZipRecruiter — https://matthewssouth.com/client/ziprecruiter/ - Edwards Lifesciences Corporation — https://matthewssouth.com/client/edwards/ - Vista Equity Partners — https://matthewssouth.com/client/vista-equity/ - Twitter (now X; legacy logo) — Case study archived. - Masco Corporation — https://matthewssouth.com/client/masco/ - TopBuild Corp — https://matthewssouth.com/client/topbuild/ - Dolby Laboratories — https://matthewssouth.com/client/dolby/ - Moody's Corporation — https://matthewssouth.com/client/moodys/ - Align Technology — https://matthewssouth.com/client/align/ - Humana — https://matthewssouth.com/client/humana/ - Agios Pharmaceuticals — https://matthewssouth.com/client/agios/ - Altaba — historical, now dissolved. - Cognizant — https://matthewssouth.com/client/cognizant/ - SanDisk — historical brand acquired by Western Digital. - Priceline.com — https://matthewssouth.com/client/priceline/ - Tesla — https://matthewssouth.com/client/tesla/ - United Technologies — historical, now part of RTX Corp. - Meta Platforms (Facebook) — archived project. - ABM Industries — https://matthewssouth.com/client/abm-industries/ - Renewable Energy Group — https://matthewssouth.com/client/renewable-energy-group/ - Sotheby's — https://matthewssouth.com/client/sothebys/ - Micron Technology — https://matthewssouth.com/client/micron/ - Anywhere Real Estate — https://matthewssouth.com/client/realogy/ - NCR Voyix Corporation — https://matthewssouth.com/client/ncr/ - Palo Alto Networks — https://matthewssouth.com/client/palo-alto/ - Celgene Corporation — historical, acquired by Bristol Myers Squibb. - Dunkin' — https://matthewssouth.com/client/dunkin/ - QUALCOMM — https://matthewssouth.com/client/qualcomm/ - Maxeon Solar Technologies — https://matthewssouth.com/client/maxeon/ - Veeco Instruments — https://matthewssouth.com/client/veeco/ - Xilinx — historical, acquired by AMD. - MercadoLibre — https://matthewssouth.com/client/mercadolibre/ - Cohu — https://matthewssouth.com/client/cohu/ - SunPower Corporation — https://matthewssouth.com/client/sunpower/ - Fluidigm (now Standard BioTools) — https://matthewssouth.com/client/fluidigm/ - Blucora — https://matthewssouth.com/client/blucora/ - Alteryx — https://matthewssouth.com/client/alteryx/ - Shake Shack — https://matthewssouth.com/client/shake-shack-2021/ - Enphase Energy — https://matthewssouth.com/client/enphase/ - Mitek Systems — https://matthewssouth.com/client/mitek/ - Splunk — https://matthewssouth.com/client/splunk/ --- Testimonials: Multiple client CFOs and Treasurers commend Matthews South for: - Enhancing transaction efficiency - Providing independent, conflict-free advice - Delivering outstanding pricing terms - Navigating complex convertible and equity-linked transactions - Offering proprietary analytics and software-driven auctions for optimal outcomes Each testimonial links to its relevant client case study. --- Our Team (with profile links): - John Cast — https://matthewssouth.com/our-team/#john - Kevin Castellano — https://matthewssouth.com/our-team/#kevin - Vijay Culas — https://matthewssouth.com/our-team/#vijay - Chip Gibbs — https://matthewssouth.com/our-team/#chip - Jessica Goble — https://matthewssouth.com/our-team/#jessica - Bryan Goldstein — https://matthewssouth.com/our-team/#bryan - Jared Kramer — https://matthewssouth.com/our-team/#jared - Vahagn Minasian — https://matthewssouth.com/our-team/#vahagn - Dhruv Sanger — https://matthewssouth.com/our-team/#dhruv - Beesham A Seecharan — https://matthewssouth.com/our-team/#beesham - Sheng Wang — https://matthewssouth.com/our-team/#sheng - Laurence Xu — https://matthewssouth.com/our-team/#laurence Contact details for team available via "Our Team" page. --- Website: https://matthewssouth.com