Matthew J. Haddad

• "Private Equity in the Age of Regulatory Scrutiny," Bloomberg BNA (2014, co-author)

Mergers and Acquisitions

• Klaus, a leading AI-powered quality management platform, in its acquisition by Zendesk
• HealthEquity, Inc. (Nasdaq: HQY) in its acquisition of BenefitWallet’s Health Savings Account portfolio 
• Insight Partners in the sale of a majority stake of its portfolio company, LeanTaaS, to Bain Capital
• SimpleNexus in its $1.2 billion sale to nCino (NASDAQ: NCNO) 
• HealthEquity, Inc. (Nasdaq: HQY) in its acquisition of Luum, a technology platform for employee commute management
• HealthEquity, Inc. (Nasdaq: HQY) in its agreement to acquire WageWorks, Inc. (NYSE: WAGE) for approximately $2 billion
• Drillinginfo, Inc. in its sale to affiliates of Genstar Capital
• HealthEquity, Inc. (Nasdaq: HQY) in a number of HSA portfolio acquisitions
• Insight Partners in the $8 billion sale of its portfolio company, Qualtrics, to SAP (NYSE: SAP)
• TriTech Software in its recapitalization by affiliates of Bain Capital Private Equity
• SmartBear Software in its acquisition by affiliates of Francisco Partners
• eVestment in its $705 million sale to Nasdaq Inc. (Nasdaq: NDAQ)
• Westport Innovations Inc. (Nasdaq/TSX: WPRT/WPT) in its merger with Fuel Systems Solutions, Inc. (Nasdaq: FSYS)
• ECi Software Solutions in its sale to The Carlyle Group
• Aberdeen Asset Management PLC (LSE: ADN) in connection with its acquisition of Artio Global Investors, Inc. (NYSE: ART)

Private Equity and Venture Capital

• Insight Partners in over 150 seed, venture and growth equity investments worldwide
• Accel in several growth equity investments
• New Enterprise Associates in the sale of its minority stake in DivvyPay, a financial platform for businesses expense report management
• Enlightened Hospitality Investments in its growth equity investment in ConverseNow, the leading voice AI technology platform for restaurants
• Cowen Inc. in its seed investment in Kyber Data Science, a next-gen healthcare data platform for institutional investors 

Public Offerings

• HealthEquity, Inc. (Nasdaq: HQY) in the offerings under Rule 144A of $600 million of its senior notes due 2029
• Insight Partners in its $294 million secondary offering of 9.2 million shares of common stock of Tenable Holdings (Nasdaq: TENB)
• HealthEquity, Inc. (Nasdaq: HQY) in its approximately $474 million and several follow-on offerings
• HealthEquity, Inc. (Nasdaq: HQY), the largest U.S. health savings account non-bank custodian, in its $146 million initial public offering 
• The underwriters in the $76.5 million initial public offering of Shutterstock, Inc. (NYSE: SSTK)
• Berkley Capital in a series of follow-on offerings for shares of common stock of its portfolio company, HealthEquity, Inc. (Nasdaq: HQY) totaling approximately $200 million
• Insight Partners in the $250 million initial public offering of its portfolio company Tenable Inc. (Nasdaq: TENB)
• Insight Partners in the $310.5 million initial public offering of its portfolio company Pluralsight Inc. (Nasdaq: PS)
• Insight Partners in the $150 million initial public offering of its portfolio company Smartsheet Inc. (NYSE: SMAR)