China Transactions Insights – Summer 2023
Jul 31, 2023
by Ricky Lee, David Lu, Bob Bartell, CFA, Patrick Wu, Chris Janssen, Katy Wong, Matthew Schwartz

Matt Schwartz is a director in the Chicago office of Kroll and part of the Fairness and Solvency Opinions practice. He has extensive experience executing engagements for fairness opinions, solvency opinions and business valuation opinions.
Matt has completed numerous financial advisory and valuation assignments involving fairness and solvency opinions, commercially reasonable debt opinions, strategic planning, financial reporting and ERISA valuations and transactions.
Matt has advised on a variety of public and private company transactions, including going-private, leveraged buyouts, asset sales, reverse mergers, related-party transactions, spin-offs, recapitalizations, and ESOP transactions. He has advised clients across a broad range of industries, including consumer products, consumer retail, financial services, energy, healthcare, media, technology and manufacturing.
Matt received his BBA in Finance from the University of Michigan. He is a Financial Industry Regulatory Authority (FINRA) registered representative, holding the FINRA Series 79 and 63 licenses.
M&A advisory, restructuring and insolvency, debt advisory, strategic alternatives, transaction diligence and independent financial opinions.
Duff & Phelps Opinions is a global leader in Fairness Opinions and Special Committee Advisory, ranking #1 for total number of U.S. and global fairness opinions over the past 10 years, according to Refinitiv cumulative data from 2013-2022.
Kroll’s investment banking practice has extensive experience in M&A deal strategy and structuring, capital raising, transaction advisory services and financial sponsor coverage.
Technology expertise for middle-market M&A transactions.
Kroll has extensive experience raising capital for middle-market companies to support a wide range of transactions.
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Kroll professionals have advised hundreds of companies, investors and other stakeholders at all stages of distressed transactions and special situations.