Capital Raising &
Private Credit.
Senior distribution leader with over $1Bn raised firmwide. Scaling AUM and building enduring partnerships with institutional allocators.
About Me
Driving growth through strategic relationships and rigorous financial analysis.
As a Head of Distribution and CPA, I bridge the gap between complex investment strategies and institutional capital allocation. With a background spanning M&A advisory, portfolio valuation, and private credit, I bring a technical depth to distribution that builds immediate trust with sophisticated investors.
Since 2022, I've personally raised over $100M and co-led strategies raising $1Bn+ firmwide, navigating complex fundraising cycles and market shifts. My approach combines data-driven territory management with relationship-first business development across pensions, insurers, consultants, and family offices.
Matthew Phelan, CPA
Atlanta, GA
Career Trajectory
Professional Experience
Radcliffe Capital Management
Director, Distribution
Atlanta, GA
- Co-led institutional and wealth distribution strategy, raising $1.0Bn+ firmwide in 2022–2025.
- Grew platform AUM from $3.0B to $4.2B within two years.
- Manage Southeast territory, cultivating relationships with a diversified investor base (50% institutional / 50% wealth).
- Market six alternative strategies across private credit and liquid alternatives.
Navigation Capital Partners
Senior Vice President
Atlanta, GA
- Raised $100M institutional fund from high-net-worth individuals and family offices.
- Generated $1.3 billion in proceeds from 17 SPAC IPOs within 18 months.
- Evaluated 400+ investment opportunities as leader of a 6-person team.
Antares Capital LP
Associate, Private Credit
2018 - 2020
Optimized an 8-company loan portfolio exceeding $150M, enhancing credit quality through daily monitoring.
Houlihan Lokey / Grant Thornton
Valuation & M&A Advisory
2016 - 2018
Delivered precise NAV reports for hedge funds and developed robust financial models for M&A transactions.
Education
Wake Forest University
M.S. Accountancy (M&A Concentration)
2015
College of Charleston
B.S. Finance, Minor in Business Administration
2014
Certifications & Leadership
Certified Public Accountant (CPA)
State of New York
Active since 2018
Board Member
Shepherd Impact Council
2024 - Present
Let's Connect
I'm always open to discussing market trends, capital raising strategies, or potential collaborations.
© 2026 Matthew Phelan. All rights reserved.