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The Matrix Principle

Matrix was founded on one core principle - to do great work for our clients.

This principle is based on the belief that our clients deserve to be advised by highly skilled, passionate, and independent investment bankers who have an intense desire to fully understand the client’s specific goals and work diligently to achieve them.

After more than thirty-five years of building client relationships and advising on more than 500 engagements, we can truly say that our bankers have remained committed to, and guided by, The Matrix Principle.

What our Clients Are saying

  • “Spencer Cavalier and the team from Matrix did an outstanding job of representing us in the sale of our Home Heat and Commercial Fuels Division. The process that they employed to move us through this carve out was very effective. We enjoyed working with their team and thank them all for their hard work.”

    Brian Burrow, President
    Campbell Oil Company
  • “After 40 years in a great industry that gave me and my family so much, we decided to focus on other areas of our business. We engaged Matrix to advise us on this emotional process, and we couldn’t be happier with the result.  We feel Global is a good fit culturally and feel confident our brand and employees will be well taken care of.”

    Jeffrey Miller, President
    Miller Oil Company, Inc. d/b/a Millers Energy
  • “We are very appreciative of the work that Matrix provided us. They were able to design and execute on a confidential sale process that resulted in an outcome that exceeded our expectations.”

    Don Rogers, Chairman
    Rogers Petroleum, Inc.
  • “When it came time to market our stores, I wanted to hire the best advisor I could find. I will go through this process of selling our fourth-generation company only once in my life and am confident Matrix was the best partner to help me get it right. Matrix did a fantastic job managing the process from beginning to end, exceeding our expectations every step of the way, and I am extremely pleased with the service they provided. I am delighted to have a fine company like Enmarket purchasing our business and retaining our wonderful, dedicated team of employees while continuing to service our great customers. I thank God for entrusting me to be the steward of this business, blessing it over the years, and putting the people in place to make this transaction successful for all involved.”

    Brab McCully, President
    Brabham Oil Company, Inc.
  • “It was a bittersweet decision for us to sell the company.  But having met Tom, Spencer and Tod over the years and knowing that they knew David and were sensitive to our situation, Matrix felt like the right fit in guiding us through the complex process of finding the right buyer for our company.  Our employees are family and it was important for us to find the perfect fit to preserve our family culture.  Matrix’s professionalism and compassion exceeded our expectations.”

    Debi Erickson
    Erickson Oil Products, Inc.