Robert Matz, page 1

Robert Matz

Robert Matz

Partner

711 Third Avenue New York, NY 10017

Practice Areas

Corporate, M&A and Venture Capital | Debt Finance

Robert Matz has been a corporate attorney for over 20 years, concentrating his practice on loan facilities, private placements of securities, including PIPEs, and other debt financings.  He advises on transactions ranging from acquisition financing and refinancings to recapitalizations, high yield bonds and convertible debt financing, as well as Term B loans, leveraged loans, asset-based loans, mezzanine financings, and venture capital financings. Rob also counsels clients on debt restructurings, corporate finance and public and private equity offerings.  Whether representing a private equity firm, a borrower, a lender/investor or a financial advisor, Rob’s clients appreciate his ability to structure and drive complex transactions from term sheet to closing.  Rob has extensive experience representing banks, investors, funds, sponsors, borrowers, issuers, underwriters, and placement agents in a variety of debt finance transactions.  He has also represented public and private companies and private equity firms in connection with mergers and acquisitions and general corporate and securities law matters, a leading real estate investment sponsor in connection with the formation and capitalization of investment vehicles and the financing of acquisitions by such vehicles, and a major pharmaceutical company in connection with joint venture transactions.

Representative Transactions

  • Represented a real estate crowdfunding platform, its Special Purpose Vehicle (SPV) subsidiary as borrower, and certain of its other subsidiaries under a $100 million 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 senior secured credit facilities, consisting of a $47 million term loan 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 the guarantors under amended and restated senior 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 real estate crowdfunding platform, its SPV subsidiary as borrower, and certain of its other subsidiaries under a $25 million 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 borrower and the guarantor under a senior secured credit facility, consisting of a $28 million term loan and a $3 million revolver, to provide acquisition financing and a working capital facility
  • Represented a private equity sponsor and the borrower and the guarantor under a senior secured credit facility, consisting of an $18.5 million term loan and a $10 million revolver, to provide acquisition financing and a working capital facility 
  • Represented a private equity sponsor and the borrowers and the guarantors under senior secured credit facilities, consisting of an $18.5 million term loan facility and a $10 million asset-based revolving credit facility to provide acquisition financing and a working capital facility
  • Represented a private equity sponsor and the borrowers and the guarantor under a senior secured credit facility, consisting of a $23 million term loan and a $5 million revolver, to provide acquisition financing and a working capital facility
  • Represented a private equity sponsor and the borrowers and the guarantor under a senior secured credit facility, consisting of a $10 million term loan and a $3 million revolver, to provide acquisition financing and a working capital 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 (i) under a secured note purchase agreement to provide $68 million of financing, (ii) under a securing financing and security agreement to provide a $15 million line asset-based line of credit and (iii) in connection with an intercreditor agreement that provides a first-priority lien on the ABL assets and a second-priority lien on the non-ABL assets in favor of the lender under the line of credit and a second-priority lien on the ABL Assets and a first-prior lien on the non-ABL assets in favor of the agent under the note purchase agreement
  • Represented a real estate crowdfunding platform and its subsidiary as the borrower and the guarantor under a senior secured credit facility in connection with amendments providing for, respectively, up to $16 million of incremental term loans and a $15 million incremental term loan

Education & Honors

  • Fordham University School of Law, J.D. (Fordham Environmental Law Journal, Fordham Urban Law Journal, Fordham Moot Court Board)
  • State University of New York at Binghamton, M.B.A. (Finance)
  • University of Rochester, B.A.

Prior Work Experience

  • Paul Hastings LLP
  • Lowenstein Sandler LLP
  • Baker Botts LLP
  • Cahill Gordon & Reindel LLP

Bar Admissions

  • State of New York
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