About Matrix

The foundation of our 30 years of success is based on a unique culture that focuses on a firm wide commitment to excellence by maximizing value for our clients through transactional success, industry expertise and creative transaction design.

Our unique team concept is designed to combine each person’s strengths to build and reinforce our brand of superior client advisory and transaction execution expertise. All team members are expected to play a significant role in contributing to the vision and success of the firm, and our professionals are offered the opportunity to contribute to a rapidly growing organization committed to the highest standards of quality, professionalism and integrity. They must demonstrate a combination of academic aptitude, quantitative skills, personal motivation, distinguished written and verbal communication and presentation skills, excellence in working effectively on an individual basis and as part of a team, and an ability to manage multiple projects and deadlines simultaneously.

We offer our professionals:

    • Excellent compensation and benefits package
    • Dynamic culture, offering opportunity and support for career growth
    • Supportive work environment (transactional, marketing, research, human resources, administrative)

The following positions may become available at various times throughout the year:

Senior Level
Our senior level team members include Managing Directors, Directors and Vice Presidents.  At the senior level, we offer an aggressive compensation package, equity ownership opportunities, proprietary investment opportunities and a voice in the corporate direction and strategy.  Our senior level professionals assume a leadership role in the firm, ranging from sourcing and executing M&A and capital raising transactions to leading and mentoring a team of professionals.  Offering senior level attention to our clients during every step of the transaction process is paramount to the relationships and trust that we have built with our clients.  As a senior member of our team, your responsibility will be to ensure that our clients are treated with the utmost respect and professionalism, and provided with the absolute best investment banking services.

Matrix Associates are key members of our transaction teams, responsible for many aspects of each engagement. Our Associates are responsible for the production of marketing presentations, Confidential Information Memoranda, as well as management of the support activities conducted by Analysts and Analyst Interns. This includes financial modeling, valuation analysis, and industry and company research. Associates support and work closely with senior investment banking professionals in developing business prospects and executing transactions. Matrix Associates are expected to quickly assume key roles on transaction teams and are intimately involved in Matrix’s business development initiatives.

Ideal Associate candidates should have prior investment banking experience at an Analyst or Associate level with a respected investment bank or financial services firm.  Candidates must have an undergraduate degree from a top-rated university. An MBA from a top business school and/or a CFA, CPA or other professional industry designation is preferred.

Analysts at Matrix play a critical role in providing the highest level of client service. Analysts’ duties include conducting thorough research of businesses, financial statements and various industries. Analysts are also responsible for developing detailed financial models and valuation analyses. Matrix differs from other investment banks in that top quality Analysts are given the opportunity for promotion to an Associate position, normally in conjunction with alternative forms of continuing education, such as the CFA, CPA, ASA and/or executive MBA programs.

Candidates must have an undergraduate degree from a top-rated university. A degree in business administration with concentrations in finance or accounting is preferred. Exceptional candidates should have prior experience as an analyst from a reputable investment bank or financial services firm.

Summer Intern
Matrix’s Summer Intern Program provides a comprehensive introduction to investment banking and our firm. The program is designed to give interns the opportunity to experience the life of a full-time Analyst. Summer Interns work on live M&A transactions and are provided with training and guidance that enables them to make an impact. Upon joining the firm, Interns are assigned a mentor to lead them through this unique experience, providing feedback, introducing them to the M&A transaction process, and assisting in administrative and workload management issues. Summer Interns may be offered the opportunity for a full-time Analyst position.


Please send your resumé and contact information to:
Mrs. Honor Carver, Marketing Manager,

What our Clients Are saying

  • “We are pleased that Sharon Stairs will continue its success under the Worthington banner. Through the broad, well-managed process run by Matrix, we were able to identify the most appropriate partner for Sharon’s next phase of growth.”

    Ken Wanko, Director of Acquisitions
    Alliance Holdings
  • “The team at Matrix provided outstanding guidance to us during this transaction. They were professional, informative and personable, making the process extremely easy and comfortable for us. Their industry knowledge and financial expertise helped us maximize our marketability.”

    Mike Cerillo, President
    Board Dudes
  • “I am thrilled to be joining forces with the Mueller Water Products family. They are a logical partner for the employees and management team of Fast Fab. Matrix played a pivotal role in advising us through this process and we are thankful for their continued support and guidance.”

    Patrick Sullivan, President & CEO
    Fast Fabricators
  • “This was a complex assignment due to the number of entities involved, the decentralized nature of our operations and the diversity of goals for the shareholder base. The Matrix team overcame every obstacle and guided us to a successful transaction for all concerned. I would recommend Matrix to any ownership group considering a transition.”

    Bill Updike, President
    CMA Supply Co., Inc.
  • “I am excited about entering into this very unique business arrangement with O’Reilly.  Their dual-market strategy and commitment to serving professional installers (DIFM) and the DIY customer universe is a great fit with our tire and service business. This transaction possessed some unique characteristics and I appreciate the efforts of the Matrix team, which provided sound advice through every step of the process.”

    John Quirk, President and CEO
    VIP Auto Parts
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