Matt Fenner

Matt Fenner has shaped his career by working directly with companies during periods that require careful decision-making and steady leadership. For over 30 years, he has participated in acquiring businesses, improving their financial condition, guiding operations, and exiting when the timing is right. His work has been consistent in its focus on practical involvement, where outcomes depend on understanding both the numbers and the processes behind them. Matt started with a solid background in accounting and finance. He earned an MBA in Finance and a BBA in Accounting from the University of North Florida. His early experience in a CPA firm environment provided a clear understanding of financial systems, reporting, and discipline. As he transitioned into private enterprise, he applied that knowledge in situations where financial decisions had immediate and visible consequences. This shift helped him develop a more complete view of how businesses function beyond financial statements. Fenner continued to grow professionally by working in roles that required both analysis and action. He focused on identifying areas for improvement and implemented structured changes to address those gaps. His work often involved improving internal processes, strengthening financial controls, and supporting steady growth. Over time, he built a consistent approach that could be applied across different industries and business sizes. Matt played a role in the expansion and sale of a large, privately owned alarm security company in the United States. His responsibilities included financial oversight and operational involvement as the company grew. After this experience, he joined Republic Industries and worked within its M&A team, contributing to acquisition efforts at a company generating $10 billion in annual revenue. This role provided valuable exposure to large-scale transactions and reinforced the importance of disciplined execution. Fenner later served as CFO and startup equity partner for Indian Motorcycles Florida, LLC. In that position, he oversaw financial operations for several retail locations, generating more than $50 million in annual revenue. His work supported the development of a stable retail presence for a well-known brand during a period of renewed growth. His focus remained on maintaining financial consistency while supporting operational needs. Matt Fenner of Jacksonville also worked at Convergys Corporation, where he co-led financial operations for a business unit that employed 17,000 people andgeneratedg $800 million in annual revenue. During that time, he helped improve margins by $22 million, eliminated over $11 million in billing errors, consolidated 30 systems into three, and supported sales efforts that generated more than $50 million in new contract revenue. These efforts aimed to enhance efficiency and improve overall performance. Fenner later co-founded Caplin Family Offices, operating as Caplin Ventures, where he continues to serve as COO/CFO. The firm has expanded to include 12 operating companies and more than 1,000 employees across multiple sectors. Revenue has grown from $30 million in 2018 to a projected $200 million by year-end 2026. He has also led due diligence and structuring for 17 Seed and Series A investments totaling $24 million. Matt has completed five micro-cap company builds and exits, following a consistent process focused on improving financial performance, scaling operations, and exiting at the right time. One example includes the sale of Certified Security to Vector Security at a multiple of 4.5x annual recurring revenue. Matt Fenner continues to work with businesses by focusing on clear financial management and steady operational progress, supporting long-term stability and practical growth across different environments.