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.

Matrix offers deep sector expertise across a wide range of industries and forms of capital.

We maintain established relationships with over 400 providers and, through consistent dialogue and transaction experience, utilize those relationships to secure the best possible combination of price, proceeds, flexibility, and strategic partnerships to meet our clients’ specific goals.

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

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.

See how Matrix is adding value for our clients.

View Transactions