Advisory Services

Capital Advisory

Capital availability, capital access, and capital options are the three top priorities of any business owner and management team.

Whether investing in growth, managing shareholder liquidity, and/or funding working capital, the Capital Advisory Group at 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.

Types of Capital Raised

  • First-Lien/Senior-Secured and Unsecured Bank Loans
  • Second-Lien/Split-Lien
  • Mezzanine Debt
  • Unitranche Facilities
  • Sale Leaseback
  • Bridge Financing
  • Unregistered Private Placements
  • High-Yield and Investment Grade Bonds
  • Minority Equity
  • Convertible Preferred Equity
  • DIP Financing/Restructurings

Types of Investors

  • Commercial and Investment Banks
  • Direct Lenders / BDCs / Private Credit Strategies
  • Institutional Investors (CLOs and other Structured Vehicles)
  • Insurance Companies
  • Special Credit Funds
  • Private Equity Firms
  • Family Offices
  • Hedge Funds
  • Mutual Funds
  • Restructuring, Distressed, and Special Situation Lenders

Related Transactions

We like to say we’re known for the work we do and are proud to support our clients in making critical business decisions. Explore some of our recent transactions.

View All Capital Advisory Transactions

The Matrix team delivered outstanding support and insight throughout the process. Their dedicated and adaptable approach, coupled with their robust execution, ensured a favorable result for all involved. Their expertise was critical to a successful outcome.

Scott Olson, Director of Strategy & Corporate Development, G&M Oil Company

See how Matrix is adding value for our clients.

View Transactions