Matthew J. Haddad

Partner

New York
Willkie Farr & Gallagher LLP
787 Seventh Avenue
New York, NY 10019-6099
T 212 728 8504
F 212 728 9504
mhaddadwillkie.com

Matthew J. Haddad is a partner in the Corporate & Financial Services Department. Matthew’s focus includes mergers and acquisitions (both public and private companies), private equity/venture capital transactions, joint ventures and capital markets transactions. In addition, Matthew provides advice on general corporate and securities matters. Matthew’s private equity experience includes representing financial sponsors in early stage and growth equity investments, as well as portfolio company representation.

Highlights

Matthew J. Haddad is a partner in the Corporate & Financial Services Department. Matthew’s focus includes mergers and acquisitions (both public and private companies), private equity/venture capital transactions, joint ventures and capital markets transactions. In addition, Matthew provides advice on general corporate and securities matters. Matthew’s private equity experience includes representing financial sponsors in early stage and growth equity investments, as well as portfolio company representation.

Selected Significant Matters

Mergers and Acquisitions

  • HealthEquity, Inc. (Nasdaq: HQY) in its agreement to acquire WageWorks, Inc. (NYSE: WAGE) for approximately $2 billion
  • Prevalent, Inc., in its acquisitions of UK-based 3GRC and US-based Datum Security
  • CoreView, in its acquisition of UK-based TermSet
  • 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)
  • LOGICnow in its acquisition by SolarWinds, Inc.
  • Concurrent agreements by Shutterstock, Inc. (NYSE: SSTK) to acquire Rex Features and PremiumBeat
  • 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)
  • eVestment, Inc. in connection with its acquisition of Fundspire, Inc. and its merger with Strategic Financial Solutions Holdings, LLC
  • WRM America Holding Company, LLC, an affiliate of Aquiline Capital Partners, in its acquisition of RMI Consulting Inc.
  • GFI Software S.A. in connection with a number of acquisitions, including Katharion, Sunbelt Software, Inc. and TeamViewer GmbH
  • Avecia Biotechnology, Inc. in its acquisition by Nitto Denko Corporation

Private Equity and Venture Capital

  • Insight Partners in its $23 million series C round investment in Staffbase, a German mobile-first employee communication platform
  • Insight Partners in its $37 million series B round investment in Skupos, a scan data platform for convenience retail analytics
  • Insight Partners in its $52 million series B round investment in Clinc, a conversational AI platform
  • Insight Partners in its $15.5 million series A round investment in BharatPe, an Indian fintech startup that provides merchants with interoperable UPI QR codes
  • Insight Partners in its $35 million series B round and $200 million series C round investments in Divvy, a fintech startup helping businesses manage expenses
  • Insight Partners in its $50 million series C round and $70 million series D round investments in SalesLoft, a leading sales engagement platform 
  • Insight Partners in its $20 million series B round investment in Glia, a leading digital customer service platform for financial services companies
  • Insight Partners in its $39 million series B round investment in The Farmer’s Dog, a subscription company that makes fresh and personalized meals for pets
  • Insight Partners in its $26 million series B round investment in Hinge Health, a digital health startup that helps employees’ musculoskeletal conditions
  • Insight Partners in its $25 million series B round and $50 million series C round investments in Monday.com, an Israeli startup in the project management and to-do app space
  • Insight Partners in its $25 million series C round investment in Augury, a leading AI-based machine health solution provider
  • Insight Partners in its $40 million series B round investment in Optibus, an Israeli AI mass transportation platform 
  • Insight Partners in its $20 million growth equity investment in SimpleNexus, a digital mortgage platform
  • Insight Partners in its $18 million series B round investment in Prose, a technology-powered beauty company
  • Insight Partners in its $26 million series B round and $15 million series C round investments in LeanTaaS, a predictive analytics and machine learning company that specializes in improving healthcare operations
  • Insight Partners in its $25 million series A round investment in Quantum Metric, a leading provider of real-time intelligent digital experience analytics
  • Insight Partners in its $10 million growth equity investment in JoyTunes Ltd., an Israeli startup offering apps that teach users how to play musical instruments
  • Insight Partners in its $25 million series B round investment in Ceres Imaging, an aerial spectral imagery and analytics company operating in the agricultural tech (agtech) sector
  • Insight Partners in its $25 million growth equity investment in Yoobic, an app that helps retailers track in-store merchandising campaigns 
  • Insight Partners in its $18 million series C investment in Chargebee, a SaaS-based subscription management and recurring billing solution 
  • Insight Partners in its $20 million investment in CoreView, an Italian company that helps businesses manage their Microsoft Office 365 accounts
  • Insight Partners in its $165 million series B investment in Tricentis, an Austrian software company that helps enterprise development teams automate software testing
  • Insight Partners in its $40 million series C round investment in QASymphony, the leading provider of agile testing solutions to the Global 2000
  • Insight Partners in its $36 million series B round investment in LiveAction, a leading enterprise IT network visibility software platform

Public Offerings

  • HealthEquity, Inc. (Nasdaq: HQY) in its approximately $474 million follow-on common stock offering 
  • 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)
  • W.R. Berkley Corporation in its $350 million offering of senior notes

Other Significant Representations

  • HOV Services in connection with its joint venture combination with SourceCorp, Incorporated, an affiliate of Apollo Global Management
  • Allied World Assurance Company Holdings, Ltd in connection with its redomestication to Switzerland from Bermuda

Selected Publications and Lectures

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