Matt Willer

Matthew "Matt" Willer is an American finance executive who has worked in capital markets, corporate finance, and the energy investment sector. Since 2021, he has served as Managing Director of Capital Markets at Phoenix Energy (formerly Phoenix Capital Group Holdings), an oil-and-gas mineral-rights and BOND-issuance company.

Career

Willer is the president and a director of M.D. Willer & Co., a capital markets advisory firm focused on small-cap issuers, a role he has held since 2002.

In 2017, Willer co-founded Assure Holdings Corp. (TSXV: IOM), an intraoperative neuromonitoring company formed through a reverse takeover of Montreux Capital Corp., and became its president, corporate secretary and a director. In March 2018, Willer resigned from Assure's board and audit committee after the company's auditor resigned and the board launched a special independent investigation into the circumstances surrounding the auditor's departure. In March 2019, Assure announced a settlement and mutual release agreement with Willer, under which the company cancelled outstanding STOCK options he held.

In 2019, Willer was named president of STWC Holdings, Inc. (also known as Strainwise), a [...]-sector company.

Willer joined Phoenix Capital Group Holdings as Managing Director of Capital Markets in March 2021, where he is responsible for investor relations and outreach and for coordinating the company's investor presentations across its debt offerings. In this role he has hosted investor webinars on the company's energy-bond offerings.

Phoenix Energy context

Phoenix Capital Group, which rebranded as Phoenix Energy, markets high-yield corporate bonds tied to oil-and-gas mineral interests. Beginning in late 2024, the company and its offerings drew scrutiny in financial press over the risks of its bond products, related litigation, and the background of its leadership.

Education

Willer received a Bachelor of Science in finance and management from the University of Southern California's Marshall School of Business.

References

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