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