How a 28-year-old ex-Goldman Banker Started an Investment Bank

Matthew Edgar is a former Goldman Sachs. banker that launched a new investment bank in March 2023, catering to middle-market clients.

Edgar was most recently a vice president at Goldman Sachs for five years. Edgar has advised on transactions representing more than $70 billion in deal value.

In our conversation, we discussed his journey to entrepreneurship, what sets his firm apart, reactions to its launch, his personal life, favorite workouts, his relationship, and his desired legacy.

Show notes:

(0:00) – Intro 
(1:01) – How does a 28-year-old start an IB
(3:08) – Idea to execution
(6:56) – How were you able to build relationships with clients at a young age
(9:29) – Partnership with GT Securities
(11:42) – Plan to differentiate Edgar Matthews & Co.
(15:12) – Why is middle market M&A more resilient
(16:43) – Plans to scale
(19:20) – Has anyone looked down on you because of your age?
(20:47) – Bloomberg article reaction
(25:06) – Stress levels
(25:49) – Mentors that have helped you
(29:12) – Boutique vs bulge-bracket
(30:43) – Personal qualities that have lead you to your success
(32:14) – How do bankers take the leap of faith and start their own firm
(34:35) – Workouts and Barry’s bootcamp
(35:56) – Relationship with GF and how its helped him
(37:47) – What do you hope your legacy will be
(38:42) – Rapid fire questions

Matthew Edgar: https://www.linkedin.com/in/matt-edgar-53a01063/
Firm Launch Bloomberg article: https://www.bloomberg.com/news/articles/2023-04-04/ex-goldman-sachs-banker-matt-edgar-launches-middle-market-investment-bank


My links:
Instagram: https://www.instagram.com/haroonbokhary
Twitter: https://twitter.com/haroonbokhary
Blog: https://www.haroonbokhary.com/