Cedric is Co-Head of Downstream Energy & Convenience Retail Investment Banking and is responsible for new client development and managing all aspects of client transactions. He advises clients on company sales, corporate carve outs, capital raises, recapitalizations, restructurings, valuations, strategic planning, and assisting clients with acquisitions of target companies. Cedric joined Matrix in 1998 and has advised numerous companies of various sizes, with the majority of those being downstream energy companies involved in petroleum marketing and convenience retailing, wholesale fuels distribution, lubricants distribution, fuels transportation, propane and heating oil distribution. Examples include Andretti Petroleum Group, Warren Equities, Inc. (Xtra Mart), 7-Eleven, Inc., Alimentation Couche-Tard, Inc. (Circle K), Cumberland Farms, Inc., Victory Petroleum, Inc., CHS Inc., Apache Oil and F.L. Roberts and Company, Inc.
Cedric has also advised real estate investment trusts, municipalities, specialty retail, and hospitality companies, including Getty Realty, Inc., eatZi’s Market & Bakery, Inc., ZOOTS, and Connecticut’s Department of Transportation. He has also been employed as a professional in over a dozen Chapter 11 bankruptcy cases, including DB Companies, Inc., Acme Petroleum & Fuel Co. Inc., and Fas Mart, and has provided expert testimony in court on behalf of some of those clients. In addition, Cedric has successfully advised clients in financial distress on transactions outside of bankruptcy.
Cedric received a B.S.B.A. with a concentration in Finance and graduated cum laude from the University of Richmond. He is a CFA Charterholder and member of the CFA Institute. He is qualified as a FINRA General Securities Representative (Series 7), General Securities Principal (Series 24), Introducing Broker-Dealer Financial and Operations Principal (Series 28), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79). He also serves on the Advisory Board for the University of Richmond’s Student Managed Investment Fund and has been a guest lecturer for the University’s MBA Program.
INSIGHTS:
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- Trying to Quantify the Impact of Competition in a Sale Process
- How Potential Tax Policy Changes May Impact Sellers in M&A Transactions
- Evaluating Changing Market Conditions and Their Potential Impact on the Sale of a Company
- The Tax Cuts & Jobs Act: Evaluating Its Potential Impact on M&A Transaction Investment Returns
- Valuing Synergies in M&A Transactions
- What is the Role of a Mergers & Acquisitions Advisor
- Demystifying the Master Limited Partnership
- Key Industry Graphs, Correlations and Insight – Resources & Tools to Better Understand Trends & Relationships Occurring in the Downstream Energy Industry