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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

  • “This acquisition is very complementary to our existing business divisions, and we look forward to welcoming both the customers and employees of the seller into the greater Tri Gas family of businesses. We are especially excited for the expansion opportunity that this presents to Comfort Plus Services. We would also like to thank the team at Matrix for their leadership throughout the transaction. Their attention to detail and proficiency led to a mutually beneficial closing for both parties.”

    Keith McMahan, Chairman & CEO and Nash McMahan, President
    Tri Gas & Oil Co., Inc.

  • “The Matrix deal team worked tenaciously to guide this extraordinarily complicated transaction to closure. They saw the tremendous fit between our desire for a long-term, growth oriented partner and McCarthy’s unique understanding of the industry, and provided sound analysis and counsel to both sides throughout the process. We look forward to working with Matrix on our next transaction.”

    Todd Flemming, President & CEO
    Advantor

  • “This was a long and thought out process to come to the decision of putting our fuel business on the market. With the experience, knowledge and professionalism of Matrix, we felt very comfortable and confident in the process.  We know we made the right decision for the right reasons, and Matrix has made this a smooth and excellent transaction.”

    Doug Hartley, President
    The Hartley Company

  • “As in the past, Matrix showed great professionalism in managing the process.”

    Steve Shaer, Executive Vice President
    Mutual Oil Co., Inc.

  • “We were confident from the start that hiring Matrix was the right choice for us.  Matrix’s professionals seamlessly accumulated, organized and disseminated the voluminous amount of data inherent with a transaction of this size.  Their broad knowledge across all aspects of the business helped us to rationalize even the most difficult decisions.  I am extremely pleased with Matrix, the process, and the results.”

    Herb Kaplan, Chairman
    Warren Equities, Inc.