ABOUT US

Matterhorn Capital Partners makes debt and structured equity investments in commercial/multifamily real estate, middle and lower-middle market companies.
We are a member of the Matterhorn Group of Companies. Founded in 2020, Matterhorn Capital Partners (MCP) offices are located in the suburbs of Philadelphia, along with MCP’s team of investment professionals who have extensive and diverse experience in corporate and real estate credit and private equity.

TREY OTT

Founder, Managing Partner

  

Trey Ott founded Matterhorn Capital Partners and is responsible for the firm's overall direction and strategy. As Managing Partner, he retains primary oversight for originating and structuring many of Matterhorn's investments. With over 20 years of investment experience, Trey most recently held the position of Managing Director of Susquehanna Structured Capital, a strategy he founded at Susquehanna International Group (SIG) during his 15-year tenure with the firm. Prior to SIG, Trey held roles as the Head of US Corporate Research at Nomura Securities, and as a Senior High Yield Research Analyst at both Conseco Capital Management and Delaware Investments (now Macquarie Investment Management). Trey received an M.B.A. from Cornell University's Johnson School of Business, and a BS in Finance and Economics from Indiana University of PA. Trey also serves on the Bryn Mawr Rehab Hospital's foundation board and is a member of the investment committee for Main Line Health.  
 

RYAN McLAUGHLIN, CFA, CPA, CFP®, CAIA

Chief Operating Officer

  

Ryan McLaughlin is the Chief Operating Officer of Matterhorn Capital Partners. In this role he leads the operations, compliance, and client service efforts for the firm. With over 15 years of investment experience, Ryan was most recently a Partner with Permit Capital Advisors (PCA) where he served as a Portfolio Manager and Investment Strategist, as well as assisted in the administration of internally created private funds and special purpose vehicles. Prior to PCA, Ryan held roles as the Director of Research at McCabe Capital Managers (now Drexel Morgan Capital Advisors), as a Financial Analyst at myCIO Wealth Partners, and as a Senior Associate at Ernst & Young. Ryan received his Bachelors of Science in both Accountancy and Business Administration (Management Information Systems) as well as his Master of Taxation from Villanova University (cum laude).  Ryan holds the Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Certified Financial Planner® (CFP®), and Chartered Alternative Investment Analyst (CAIA) designations.  He is a member of the CFA Institute, CFA Society of Philadelphia, Alternative Investment Management Association, and the American Institute of Certified Public Accountants.

Karl Wagner is the Chief Investment Officer at Matterhorn Capital Partners and is responsible for real estate investments. His role includes sourcing, structuring and managing Matterhorn’s real estate lending business. Karl has over 20 years of experience investing in real estate acquisition, development and management.  Prior to joining Matterhorn, Karl was the Chief Investment Officer and Principal at The Buccini/Pollin Group (BPG) and Corten Real Estate Partners (Corten), BPG’s private equity fund. During his 21-year career at BPG, Karl sourced acquisitions and preferred equity investments in multi-family, commercial, mixed use and parking assets. In addition, Karl managed all of BPG’s commercial financing transactions. In total, Karl has sourced or managed over $2 billion in transactions during his career. Karl received a BS in accounting from the University of Delaware.  

KARL WAGNER

Chief Investment Officer

  

Mike Puskar is a Senior Associate at Matterhorn Capital Partners where he is responsible for evaluating new investment opportunities and monitoring Matterhorn’s existing portfolio of investments. Prior to joining Matterhorn, Mike was a Vice President at StoneMor Partners L.P. where he was responsible for all corporate finance and M&A activity. Mike also worked as an Investment Banking Associate at FBR Capital Markets & Co. where he focused on executing M&A and capital markets transactions across a wide range of industries. Mike received a B.S. in Mechanical Engineering, Cum Laude, from The Catholic University of America.

MIKE PUSKAR

Senior Associate

  

Evaluating investment opportunities - be right back!

Josh Davis is an Analyst at Matterhorn Capital Partners where he is responsible for evaluating new investment opportunities and monitoring Matterhorn’s existing portfolio of investments. Prior to joining Matterhorn, Josh was a Senior Research Associate within PNC Asset Management’s Investment Advisor Research Group, where he was responsible for due diligence on taxable fixed income asset managers and debt capital markets analysis. Josh received a B.S. in Finance, Cum Laude, from the University of Denver.

JOSHUA DAVIS

Analyst

  

Dana Nichols is the Director of Operations at Matterhorn Capital Partners where she is responsible for the firm’s Human Resources and office management. Her experience ranges from marketing and community engagement to administrative duties. Dana has held roles in educational settings, as well as, in the nonprofit sector. As a former secondary mathematics teacher, Dana brings her attention to detail and organizational skills to her role. Dana received her B.S. from Indiana University of Pennsylvania in mathematics education. 

DANA NICHOLS

Director of Operations

  

The information contained in and contents of this website are the property of Matterhorn Capital Advisors, LLC. Any unauthorized dissemination, copying or use of such information or contents is strictly prohibited and may be in violation of law. Nothing in this website is intended to be, or shall be construed as, an offer to sell or a solicitation of an offer to purchase an interest in any entity or investment vehicle. Any such offer or solicitation will only be made through formal offering materials. If this website contains performance information, past performance is not indicative or a guarantee of future performance. Matterhorn Capital Advisors, LLC does not provide legal, accounting or tax advice. Any statement regarding such matters is explanatory and may not be relied upon as definitive advice. All investors are advised to consult with their legal, accounting and tax advisers regarding any potential investment. The information and any opinions contained in this website have been obtained from sources that we consider reliable, but we do not represent such information and opinions are accurate or complete, and thus should not be relied upon as such.

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© 2020 Matterhorn Capital Partners