ACG TB - The Deal Behind the Growth: Inside the Rise–Cyndeo Partnership

Prior to launching Cyndeo Wealth Partners in 2020, Matt ran advisory teams at Merrill Lynch and UBS Financial for 29 years. Providing guidance, counsel, and strategy for families the firm serves is Matt’s passion. In addition to his role as an advisor, Matt works in a leadership capacity for Cyndeo while also helping with business development.

Matt has been recognized by Barron’s as a Top 1000 or Top 1200 Advisor consistently since 2009. In 2020 Forbes named him to their “Best-In-State Wealth Advisor” list. A graduate of Eckerd College, Matt has served on the Board of Trustees at his alma mater since 2012. His three children are his pride and joy. Daughter Carrington owns Sunstate Yoga studio in St. Petersburg, son Kent is a financial advisor with Cyndeo, and daughter Jillian recently graduated Florida State University. An athlete in college, Matt continues to enjoy staying in shape, playing basketball, and bike riding.

John Connery has a diverse transactional practice, with an emphasis on advising family offices, venture capital funds, companies, angel investors and private equity funds and their portfolio companies on structuring and negotiating complex business transactions, including mergers and acquisitions, growth capital investments, joint ventures, fund formations and recapitalizations. John advises investors, developers and property managers on real estate joint ventures and regularly serves as outside general counsel to growing, middle market companies. He has substantial experience in structuring and tax planning for transactions. John served for many years as practice chair of the firm's Corporate & Tax Group. 

John acts as counsel to a number of institutional private equity and real estate investment and development clients, including KLH Capital, Mangrove Equity Partners, Keswick Partners, Clearwell Group, The Ferrante Group, Parkstone Growth Partners, Green Hills Partners, Landeavor, Fairbourne Properties, Third Lake Partners and Third Lake Capital. 

He is a Certified Public Accountant in Florida. Prior to joining the firm, John worked as an audit associate with Arthur Andersen in its Tampa office and practiced tax law in the Chicago office of the international law firm Mayer Brown.