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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 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

  • “I would like to thank Matrix for handling the sale of my business. They gave my company the same attention and quality of service that they would give to a thousandstore chain. They communicated effectively with me and my leadership team and advised us in a timely and open manner. The sale process was a learning experience for us, but Matrix made it a smooth transition. Their expertise is second to none, and I give special thanks to Spencer Cavalier, Andrew LoPresti, and Nate Wah.”

    Jim Wadsworth, President
    Wadsworth Oil Company of Clanton, 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.
  • “The Matrix deal team did an outstanding job in representing the interest of 13i, Peninsula Capital Partners LLC, our mezzanine provider, and the management shareholders in this transaction. Matrix conducted an extensive, professional and broad process that ultimately ended with a very successful exit for 13i and Peninsula Capital Partners LLC, and a good partner for management going forward.”

    William Suddath, Managing Director and Principal
    Garsite
  • “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
  • “We appreciate the guidance and efforts of the Matrix team who worked tirelessly to bring this transaction to a close. They did an excellent job putting the transaction together and we were very pleased with the outcome.”

    Charlie Gonzales, Managing Director
    Albion Investors