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Managing Directors & Directors

Michael C. Morrison

Managing Director & Principal, Head of Consumer & Industrial Products Group mmorrison@matrixcmg.com (804) 591-2051

Michael is President of Matrix Capital Markets Group, Inc. & Matrix Private Equities, Inc.   He is Head of the Consumer & Industrial Products Group and leads the firm’s efforts in New England.  He joined Matrix in July, 2002 following four years at Duff & Phelps LLC overseeing its New York Investment Banking operation and after spending 13 years […]

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Thomas E. Kelso

Managing Director & Principal, Head of Downstream Energy & Retail Group tkelso@matrixcmg.com (667) 217-3330

Tom is Head of the Downstream Energy & Retail Group and directs the firm’s Baltimore office. He created the Downstream Energy Group to provide financial advisory services to companies engaged in the petroleum marketing and convenience store industries. In addition, he manages the firm’s Restructuring, Reorganization and Bankruptcy practice. Prior to joining Matrix in 1997, […]

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Spencer P. Cavalier, CFA, ASA

Managing Director & Principal spcavalier@matrixcmg.com (667) 217-3320

Spencer is a member of the Downstream Energy & Retail Group and is responsible for client development and managing all aspects of transactions.  He advises clients on company sales, divestitures, acquisitions, capital raises, recapitalizations, restructurings, valuations and strategic planning.  Since joining Matrix in 1998, Spencer has advised many companies on various transactions, with the majority of […]

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Cedric C. Fortemps, CFA

Managing Director & Principal cfortemps@matrixcmg.com (804) 591-2039

Cedric is a member of the Downstream Energy & Retail Group and is responsible for managing all aspects of transactions. He advises middle market clients on company sales, divestitures, acquisitions, recapitalizations, restructurings, distressed asset sales, valuations, and strategic planning. He joined Matrix in 1998 and has advised over 60 companies on various transactions, with the […]

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Andrew W. Chidester, CPA

Managing Director achidester@matrixcmg.com (667) 217-3323

Andy has investment banking and corporate finance expertise in industrial manufacturing, distribution, building products and business services.  He joined Matrix in 2013.  He was previously Managing Director with Amherst Partners and Duff & Phelps, Inc., both in Chicago. Prior to that, he served as Vice President with Brown Gibbons Lang and Vice President at Dresdner Kleinwort […]

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Michael S. McHugh

Managing Director, Head of Media & Communications Group mmchugh@matrixcmg.com (804) 591-2041

Mike is Head of the Media and Communications Group for the firm and has over 20 years of investment banking, capital raising, restructuring and investing experience in the media and communications industries. He joined Matrix in 2014 and was previously a Managing Director at Waller Capital in New York. Mike began his career as an […]

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John J. Underwood

Director junderwood@matrixcmg.com (667) 217-3324

John is a member of the Downstream Energy & Retail Group and is responsible for new client development and managing all aspects of client transactions including total company sales, asset divestitures, acquisitions, recapitalizations, valuations and strategic planning. He brings over 30 years of major integrated oil company experience to the Matrix team. Prior to joining Matrix, […]

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David M. Keys, CFA

Director, Head of Healthcare Group dkeys@matrixcmg.com (804) 591-2042

David is Head of the Healthcare Group and has more than a decade of investment banking and merger and acquisition experience and has completed numerous transactions, including sell-side M&A, buy-side advisory, and IPO and secondary financing transactions. Previous advisory experience includes Harris Williams & Co., first as an Associate, then as Vice President where he […]

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M. Vance Saunders, CPA

Director vsaunders@matrixcmg.com (804) 591-2037

Vance is a member of the Downstream Energy & Retail Group and is responsible for new client development and co-managing all aspects of client transactions including total company sales, asset divestitures, acquisitions, recapitalizations, valuations and strategic planning. Prior to joining Matrix in 2006, Vance worked in the Business Assurance and Advisory Services Group for the public […]

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David W. Shoulders

Director dshoulders@matrixcmg.com (804) 591-2034

David has many years of financial and merger & acquisition advisory experience and has managed a variety of transactions with privately-held, middle-market companies since joining Matrix in 2006. These transactions primarily include sell-side strategic advisory assignments and private placements of debt and equity. Prior to joining Matrix, David worked as an Analyst for Legg Mason’s […]

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Vice Presidents & Associates

R. H. “Tod” Butler, Jr.

Vice President of Business Development tbutler@matrixcmg.com (667) 217-3314

Tod is a member of the Downstream Energy & Retail Group and is responsible for all aspects of new business development and assisting in transaction management. Before joining Matrix Tod served as an acquisition advisor with Petroleum Realty Investment Partners, L.P. and as the Mid-Continent Regional Director of Real Estate for Getty Realty Corp. (NYSE:GTY).  Previously, […]

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Sean P. Dooley, CFA, ASA

Senior Associate sdooley@matrixcmg.com (667) 217-3322

Sean is a member of the Downstream Energy & Retail Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2010, Sean was an associate in the Forensic and Valuation Services Group for the public accounting firm of […]

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William J. O’Flaherty

Senior Associate woflaherty@matrixcmg.com (804) 591-2053

William is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2011, William was a member of Wells Fargo Securities’ Industrials investment banking team in New York. His experience there included a variety of mergers, acquisitions, and public offerings […]

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Stephen C. Lynch, CFA, CPA

Senior Associate slynch@matrixcmg.com (804) 591-2033

Stephen is a member of the Downstream Energy & Retail Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2011, Stephen was an Audit Senior at Deloitte & Touche LLP, where he gained substantial experience performing financial […]

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David H. Endom

Senior Associate dendom@matrixcmg.com (804) 591-2035

As a member of the Healthcare Group, David has over fourteen years of advisory and finance operations experience across a broad range of industries and has completed a breadth of transactions while in those roles, including sell-side M&A, minority investments, debt financings, and secondary offerings. David’s previous advisory experience includes serving as an Associate at Harris […]

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Andrew A. LoPresti, CPA

Associate alopresti@matrixcmg.com (667) 217-3325

Andrew is a member of the Downstream Energy & Retail Group and is responsible for financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private place memoranda. Prior to joining Matrix, he was an Experienced Audit Associate with Deloitte & Touche, LLP and Clifton Gunderson, LLP, a Senior Analyst at Greystone […]

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John D. Ellison, CFA

Associate jellison@matrixcmg.com 804-591-2036

John is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix in May 2015, John was an Associate at Ewing Bemiss & Company, an investment banking firm in Richmond, Virginia. His experience there included a variety of mergers, acquisitions, and […]

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Matrix Analysts

Braden R. Hill

Senior Analyst bhill@matrixcmg.com (804) 591-2062

Brady is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Brady was a summer analyst in Hekemian & Co.’s acquisition and development group, where he focused on valuation and modeling of commercial real estate acquisitions and interacted with financing […]

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Christian P. Klawunder

Senior Analyst cklawunder@matrixcmg.com (667) 217-3321

Christian is a member of the Downstream Energy & Retail Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix, Christian was an Analyst with Ewing Bemiss & Co. He also held intern positions at T. Rowe Price and […]

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Pratik Thakral

Analyst pthakral@matrixcmg.com (804) 591-2066

Pratik is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Pratik was a winter analyst at FOCUS Investment Bank in Washington D.C. where he focused on valuation and modeling for sell-side engagements in the aerospace and defense industry. He […]

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John C. Duni, CPA

Senior Analyst jduni@matrixcmg.com (804) 591-2031

John is a member of the Downstream Energy & Retail Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix, John was an Associate Equity Analyst with BB&T Capital Markets and Senior Associate – Assurance & Advisory Services with Keiter.  […]

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Kyle A. Profilet, CPA

Analyst kprofilet@matrixcmg.com (804) 591-2040

Kyle is a member of the Downstream Energy & Retail Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix, Kyle was an experienced Associate at McGladrey LLP. Kyle graduated cum laude with a B.S. in Business Administration […]

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Carlton C. Zesch

Analyst czesch@matrixcmg.com 804-591-2046

Carlton is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Carlton was a summer FP&A analyst at Axcess Financial in Cincinnati, Ohio. During his time at Axcess he focused on assisting upper management with refining a newly acquired company’s […]

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Administration & Marketing

Diana Lambert

Office Manager dlambert@matrixcmg.com (804) 591-2032

Honor Carver

Marketing Manager hcarver@matrixcmg.com (804) 591-2050

Ashley Giffin

Senior Administrative Assistant agiffin@matrixcmg.com (804) 591-2030

Beth Wilkerson

Controller bwilkerson@matrixcmg.com (804) 591-2049

Kelly Simons

Manager of Administrative Services ksimons@matrixcmg.com 804-591-2038