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 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.

The anticipated anxiety of selecting the right stewards to help guide us through this turning point in our family and company’s history was immediately relieved once I met Spencer, Stephen, and the rest of the Matrix team. Matrix brought precisely the right balance of a true investment bank with deep knowledge and contacts within the financial markets, along with unsurpassed industry insights and personal attention that allowed us to reach all of our desired transaction goals. As I and the rest of the Robison leadership team turn our collective attention to our next chapter, we could not be happier with the warm welcome and experienced leadership we have all encountered with Star Group’s team of professionals.

Daniel Singer, President and CEO, Robison

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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