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Matthieu SAVI

Paris

En résumé

Being a Global Strategic Consultant at FactSet, I overlook the global consulting effort for two of FactSet's largest clients. My mission is to help my clients maximize the value of our product offering and make sure that FactSet is will remain the most appropriate tool with regards to their business models.

As a research assistant for Franck Ceddaha, I assisted him in writing the 4th edition of his notable book "Fusions Acquisitions Scissions"​. We proposed new topics and approaches in order to better fit with the current financial market.

When working as an M&A analyst at Solocal Group, my role was to support the corporate development department by finding external growth opportunities through the market, and by structuring the transactions.

I developed the skills required in all my positions in both my academic background at HEC Montreal where I studied Finance and throughout my career, first at Solocal Group where I have been involved in the entire process of many acquisitions, and then at FactSet where I worked closely with my clients in order to better access quality financial content and improved their analysis.

I am a dedicated, analytical person with excellent communication skills. My various experiences in terms of jobs and cultural environment have shaped my adaptability. I am young and at the beginning of new careers and paths, and I am open to where my drive and passion will take me!

Specialties: M&A, PE/VC, Financial Modeling, Financial Structuring, Quantitative Finance, Project Management, Financial data, Fintech, Asset Management, Performance & Risk analysis, Wealth Management

Certification: CFA Level 3 candidate June 2018.

Mes compétences :
Microsoft Excel
FactSet
Asset management
Fintech
Project Manangement
Investment Banking

Entreprises

  • Factset Research Systems - Global Strategic Consultant, Strategic Client Group

    Paris 2017 - maintenant • Manage the global consulting strategy for +3,2k users at two bulge bracket firms in 37 locations (42% EMEA, 40% Americas, 18% Asia)
    • Execute global rool-outs and manage the communication with client stakeholders. These projects covers both the investment bankings fields (M&A, ECM, DCM, Research, Structuring,etc.) and the Investment Managers fields (Wealth Management, Institutional Portfolio Management, etc.).
  • FactSet Research Systems - Strategic Consultant, Investment Banking

    Paris 2015 - 2017 • Managed all projects related to Investment Banks from trials to product enhancements in France, Switzerland and Monaco (+1.5k users)
  • FactSet Research Systems - Senior Consultant, Investment Banking

    Paris 2013 - 2015 FactSet Research Systems, Inc. is a provider of integrated financial information and analytical applications to the global investment community. It combines content regarding companies and securities from major markets all over the globe into a single online platform of information and analytics. The company consolidates content from hundreds of databases with powerful analytics; it supports the investment process from initial research to published results for buy and sell-side professionals. These professionals include portfolio managers, research and performance analysts, risk managers, marketing professionals, sell-side equity research professionals, investment bankers and fixed income professionals.

    At FactSet, I work as a consultant specialized in finding intelligent solutions to sell-side clients from brokers to M&A or ECM bankers as well as traders and corporate development analysts.

    Main missions & tasks as a GBB consultant at FactSet:
    • Managed implemention of the FactSet's Suite for various financial institutions
    • Built analytic financial models (screening, valuation model, market summary, performance analysis,etc.)
    • Delivered training to FactSet's users from interns to managing partners
    • Supported FactSet application and provided creative solutions through expert telephone consultation and on-site consultation
    At FactSet, I work as a consultant specialized in finding intelligent solutions to sell-side clients from brokers to M&A or ECM bankers as well as traders and corporate development analysts.

    Main missions & tasks as a GBB consultant at FactSet:
    • Managed implemention of the FactSet's Suite for various financial institutions
    • Built analytic financial models (screening, valuation model, market summary, performance analysis,etc.)
    • Delivered training to FactSet's users from interns to managing partners
    • Supported FactSet application and provided creative solutions through expert telephone consultation and on-site consultation
  • Ancienville finance - Research Assistant

    2013 - 2013 • Assisted Franck Ceddaha to write the 4th edition of his book :
    « Fusions Acquisitions Scissions », édition Economica, Paris, 2013

    • Edited website content : www.fusions-acquisitions-scissions.fr
  • Solocal Group - Analyst, M&A

    Boulogne-Billancourt 2012 - 2013 European leader in terms of internet advertising revenue, Solocal Group provides search engine marketing, display advertising, and an internet marketing products and services for small-to-medium size local businesses.

    As part of the M&A and corporate development team I completed various tasks such as :
    • Assisted in producing presentations
    • Participated in due diligence and other transaction-related projects
    • Performed financial modeling and analysis (ie, company projections, merger modeled, lbo, etc)
    • Performed valuation analysis on public/private companies, including comparable company, precedent transaction, dcf, etc
    • Updated and maintained internal databases of public/private companies
    • Financial structuring

    Carried out financial operations :
    • Chronoresto (01/2013): Acquisition; French no.2 player in online food delivery ordering
    • RelaxNews (04/2013) : Swap of the Solocal's RelaxEvent participation for equity in RelaxNews
    • Wozaïk (05/2013): Lead generation platform for home improvement professionnals
  • Club de Consultation en Management (CCM) - HEC Montréal - Strategy Consultant

    2011 - 2011 Consultancy service, strategy-oriented, for a company with revenues of $13 million;
    Within a team of 6 students from different academic backgrounds I carried out missions such as :
    • Perfomed a strategic diagnostic based on the customer's experience
    • Implemented Focus Client
    • Conducted a costumer analysis and written a strategic plan
    • Weekly presentation to the top management

Formations

  • HEC Montréal (Montréal)

    Montréal 2009 - 2012 Bachelor of Business Administration (BBA), Finance and Financial Management Services

    Study Content : Accounting, Equity Valuation, Market Finance, Portfolio Management, Futures & Options, Risk Management.
    • Member of the WTO simulation (2010-2012); Award : best delegate representing his country’s interests in 2011
    • Project leader : Organized the « Resolution 21 » project; created the sponsorship plan
    • Wall Street Prep : M&A Modelling training
    • PRMIA conferences
Annuaire des membres :