Advisory Services

Mergers & Acquisitions

Matrix’s independence, intellectual rigor, and diverse industry expertise position us as a trusted advisor for clients interested in the following services:

As business owners ourselves, we understand the multitude of emotions and financial complexity that goes into making the very difficult and important decision to sell a company. We provide detailed valuation and sale process guidance that is based on our extensive industry knowledge and our customized and confidential sale process which helps to create competition and maximize value.

Our experienced investment bankers devise a customized process to match each client with a range of private equity funds and family offices, which provides the opportunity to determine the best partner specifically for them. Throughout the recapitalization process we provide an unparalleled level of expertise, guidance, and advice as we work together with our clients to achieve their goals.

For business owners looking to optimize their portfolios, we help analyze, identify and value which non-core assets are the best candidates for divestment. We execute value-maximizing mandates that could include sales of entire divisions, sales to effectuate a market withdrawal, channel-of-trade conversions, or the sale of underperforming assets.

We provide comprehensive strategies for companies experiencing financial challenges related to liquidity, debt maturities or covenant compliance, as well as those contemplating filing for bankruptcy protection. We also have extensive experience advising secured lenders, second lien, unsecured creditors and secured, priority or unsecured creditor committees.

We work with corporate buyers to formulate acquisition criteria, identify and contact acquisition candidates, determine value, negotiate terms, arrange necessary financing and assist in conducting financial due diligence. We also provide the valuation of targeted assets or equity, comprehensive financial projections, negotiation of the transaction, and the raising of capital that is required to close.

We understand the significance of a Board’s decision to explore an affiliation or transaction strategy. We specialize in guiding Boards and Management teams through the challenges that are sometimes required to preserve services in the long-term interests of a community. We are well-versed in a variety of different transaction structures across the partnership continuum, including membership substitutions.

Matrix has completed hundreds of transactions involving private equity groups. Our senior bankers are committed to reinforcing and expanding our relationships with the private equity community in all of the industries that we serve.

As we have a deep understanding of the private equity landscape, we are able to offer our clients outstanding resources and options through these relationships assuring that the value of their business is maximized.

Advisory expertise meets industry experience.

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