trusted guidance,

exceptional results

An independent, privately-held investment bank

Advisory Services


Mergers & Acquisitions

Matrix’s merger and acquisition services include: Company sales and recapitalizations, corporate carve-outs, special situations, management buyouts, buy-side representation and not-for-profit transactions.

Mergers & Acquisitions

Capital Advisory

Matrix helps public, private, and not-for-profit clients navigate the increasingly complex capital markets landscape when contemplating events ranging from refinance strategies to complete recapitalizations and everything in between.

Capital Advisory

Valuation Advisory

Matrix provides business valuation services to a broad range of companies in many industries.  Our experience allows us to perform complex valuation assignments to value equity, debt and derivative securities.

Valuation Advisory

Our Industry Expertise


No two industries are the same and our services are not one-size-fits-all. The Matrix team brings years of experience to the table, helping our clients navigate the nuances specific to their industry.

Dedicated Sector Advisory

Team members in our Dedicated Sector Advisory Groups focus exclusively on certain industries to provide the specific expertise needed, no matter how complex the transaction.

Broad Sector Advisory

Broad Sector team members have developed transaction-specific expertise that benefits clients across multiple industries enabling them to serve a diverse customer base.

We have known the Matrix team for years through our involvement in SIGMA. They managed our transactions with the same knowledge and professionalism that we have come to know them for. From start to finish, they managed many of the details that helped us maximize the value of our company. As the Hutchinson Family determines our next chapter, we cannot thank the Matrix team enough for their help to complete these transactions. We could not have done this without them.

David Hutchinson, President, Hutchinson Oil Company, Inc.

Recent Transactions


Explore our recent transactions and see how we’ve helped hundreds of clients across a wide range of industries.

View all transactions

Put our expertise to work for you.

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