Matt Lee

## PROSPECT INFORMATION: Name: Matt Lee Title: Co-Founder & Partner Fund: Northern Yard Partners Background: Matthew Lee is a New York-based investment professional currently serving as an Investor at BellTower Partners (since February 2024) and a Partner at Northern Yard Partners (since April 2024). He also holds an active role as an Advisor and Board Member for Redwood Services, a position he has held since September 2020. His professional background includes high-level experience as a Vice President at TPG (2018–2024) and as an Investment Banking Analyst in the Financial Sponsors Group at Credit Suisse (2016–2018). He is highly educated, holding an MBA from Harvard Business School (2022) and a Bachelor’s degree in Government and Economics from Harvard University (2016). His core skills include Data Analysis, Economics, Leadership, and Financial Services. Key LinkedIn Activity and Quotes: May 8, 2025: Matthew shared a major milestone regarding Redwood Services' partnership with Altas Partners. He noted: "Since launching Redwood in 2020, we’ve grown to over 2,500 teammates across the country, supporting 19 elite home service businesses and generating more than $500 million in annual revenue." He emphasized their culture, stating, "This is a proud moment for our team—and a reflection of what can happen when you stay focused, build with purpose, and put people first." November 13, 2024: He announced a significant transaction with BellTower Partners, stating: "BellTower Partners closed on its minority investment in Ascot Group. BellTower upsized its private financing of Ascot due to strong demand from investors." October 11, 2023: While at TPG, he posted about the acquisition of Powerscourt by Morrow Sodali, describing it as "transformational for Powerscourt – both for our clients and our people" and noting it would allow the firm to "better serve our clients’ needs at a time of increased scrutiny, complexity and reputational challenge." August 3, 2023: He shared news of Morrow Sodali acquiring HXE Partners to bolster ESG strategy capabilities, noting it "continues our strategy of building and broadening our suite of client-focused stakeholder engagement and ESG consulting services." June 16, 2023: He highlighted a portfolio company merger, stating: "We are proud to back our portfolio company Keter in its combination with Waste Harmonics... joining forces to create a leading managed waste service provider." Fund details: - Description: Northern Yard Partners was founded in 2024. We started Northern Yard Partners because traditional private equity isn’t built to help small business. As former private equity professionals ourselves, we understand that small business owners face unique challenges around succession, scale, staffing, culture, and legacy. Our approach is custom-built for investing in small business. With guiding principles grounded in honesty and transparency; a focus on long-term growth; and a unique, partnership-driven approach; we are built to work exclusively with small businesses and help them compete in rapidly changing times to protect their brands, legacies, and employees. We are proud to be backed by BellTower Partners, a private holding company with permanent capital. BellTower shares many of Northern Yard’s core principles, including investing for the long-term, driving returns through sustainable growth, and serving as true partners to its portfolio companies. - Website: https://northernyard.com - Location: Miami, Florida, United States - Lead qualification: Research: - Query: =Northern Yard Partners Matt Lee recent investments fund thesis - Answer: Northern Yard Partners, co-founded by former Trivest and TPG executives, focuses on U.S. companies in various sectors with EBITDA up to $7 million. The firm is notable for its minority leadership. It is backed by BellTower Partners.