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, specials 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 companies and their underlying securities – including common equity, partnership and limited liability company interests, convertible and preferred securities, options, warrants, and debt instruments.

Valuation Advisory

Transactions


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

View all transactions

It was not an easy decision to sell the company that we had built over the past century. The Matrix team provided professional guidance and advisory expertise throughout the entire process and were truly instrumental in securing a successful outcome.

Chris Riley, President, Community Service Stations, Inc.

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.

Put our expertise to work for you.

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