Robert (Rob) Matz
Overview
Rob Matz has more than 20 years of experience advising clients on a wide range of financing and corporate transactions, using a full range of options to create beneficial lending agreements with a focus on secured and unsecured loan facilities and private placements of securities, including PIPEs and other forms of debt financing. His practice includes leveraged loan facilities, acquisition financings, cash flow and asset-based credit facilities, recapitalizations, high-yield bonds, convertible debt, Term B loans, mezzanine financings, and venture capital transactions.
Rob also advises on debt restructurings, corporate finance matters, and public and private equity offerings. His clients – ranging from private equity firms, borrowers, lenders, and institutional investors – value his ability to structure and manage complex transactions from initial term sheet through closing. He has significant experience representing sponsors, borrowers, issuers, banks, institutions investors, underwriters, initial purchasers, and placement agents in diverse financing matters.
Credentials
Education
- Fordham University School of Law, 1997 (J.D.)
- Binghamton University School of Management, 1990 (M.B.A.)
- University of Rochester, 1988 (B.A.)
- Represented affiliated companies of a major soft drink distributor as borrowers under a $350 million syndicated revolving credit facility, with a $75 million letter of credit sub-facility and up to $150 million of incremental facilities.
- Represented affiliated clinician-led health care companies as borrowers under a $25 million asset-based secured revolving credit facility and a $14 million secured term loan facility, consisting of a $9 million term loan facility and a $5 million delayed draw term loan facility.
- Represented the borrowers under a $238 million secured revolving credit facility.
- Represented affiliated wholesalers, importers, and suppliers of food products as borrowers under secured credit facilities, consisting of a $20 million term loan facility, a $15 million delayed draw term facility, and a $9 million revolving credit facility with a $2 million letter of credit sub-facility.
- Represented the borrowers and guarantors under a first lien credit facility, consisting of a $23 million term loan facility, a $5 million delayed draw term loan facility, and a $6 million revolver, and a $12.5 million second lien note purchase agreement, in connection with acquisition of an auto parts business.
- Represented affiliated energy supply companies as borrowers and an affiliate as a guarantor under a $20 million secured asset-based revolving credit facility.
- Represented a real estate crowdfunding platform, its Special Purpose Vehicle (SPV) subsidiary as borrower, and certain of its other subsidiaries under a $100 million secured asset-based revolving credit facility, to provide a source of financing for the SPV’s purchase of mortgage loans and related assets.
- Represented a private equity sponsor and the credit parties under amended and restated secured credit facilities, consisting of $47 million term loan facility and a $15 million asset-based revolving credit facility, in connection with the recapitalization and refinancing of a portfolio company of the sponsor.
- Represented a private equity sponsor and the borrowers and guarantors under secured credit facilities, consisting of a $45 million term loan facility and a $15 million asset-based revolving credit facility, to provide additional term debt for acquisition financing and upsize the working capital facility.
- Represented a private equity sponsor and the borrowers and guarantor under secured credit facilities, consisting of a $31.5 million term loan facility and a $6 million revolving credit facility, to refinance existing term loans, fund the payment of a special distribution, and increase the available revolving credit commitments.
- Represented affiliated suppliers and distributors of food products in connection with a $100 million unsecured revolving credit facility and a $40 million unsecured revolving credit facility.
- Represented a premier real estate investment banking company and its affiliates as the borrower and the guarantors under a $30 million revolving credit facility.
- Represented a public company and its subsidiaries as the borrower and the guarantors under a $68 million secured note purchase agreement and a $15 million secured asset-based line of credit.