trusted guidance,

exceptional results

We are an independent, privately-held investment bank. Our deep team of experienced investment bankers provide thoughtful, unbiased merger & acquisition, capital raising, valuation, and financial advisory services to privately-held businesses, publicly traded corporations, and capital providers.

We are proud to have successfully advised hundreds of clients over the past 35+ years on some of their most impactful business decisions.

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 can help 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.

Automotive Aftermarket

Downstream Energy & Convenience Retail

Healthcare

Outdoor Recreation & Marine

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.

Business Services

Consumer

Diversified Industrials

Restaurants

Transportation & Logistics

Pump N’ Pantry first engaged Matrix in 2019 for planning and valuation services. Five years later when we began the sale process, Matrix offered guidance, structure, and market knowledge while being attentive to the needs and ideas of Pump N’ Pantry as a client. With the support of our team members, our communities, and our suppliers, my father and I worked to grow and evolve Pump N’ Pantry for 49 years. With the help of Matrix, we have now successfully completed the job.

Scott Quigg, CEO, Pump N’ Pantry