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Our Difference

To learn more about Matrix, please download our comprehensive corporate brochure or for a quick view,
please download our one page summary.

Independence
We are an independent firm by choice because we know that competing interests within a firm can sometimes complicate the mission. Independence means the freedom to represent our clients’ best interests at all times. It means the ability to create the best transaction structure for each client, to provide totally unbiased advice and to execute the transaction solely to maximize value and achieve our clients’ goals.

Extensive Experience
Most of our transactions are highly complex, requiring not only industry knowledge, but a deep understanding of alternative structures, financing markets and tax implications that specifically relate to our clients. Matrix has the merger & acquisition expertise and knowledge to provide the best possible advice in complicated situations.

Senior Level Attention
We handle each transaction with a “hands-on” approach. Our deal teams are comprised of experienced investment bankers, including senior level Managing Directors, who, on a daily basis, stay involved with every aspect of the transaction. We are deeply committed to our clients and provide them with a confidential and intensive approach to detail and professionalism that reaches far beyond their expectations.

Proprietary Resources
Matrix maintains an in-house proprietary database of resources, including potential investors and capital providers that are focused on your specific type and size transaction. Our customized in-house database consists of more than 2,000 private equity groups, strategic acquirers, senior and mezzanine lenders, as well as other institutional investors. These valuable resources are the result of years of cultivating strong relationships and are a vital part of the process.

High Level of Confidentiality
Given that our roots hail from representation of private companies, we consider absolute confidentiality of paramount importance. We understand that our clients are extremely sensitive to rumors and potential dissemination of their corporate information getting out to the public, which can cause business disruption, turmoil among employees, or give competitors an edge. At Matrix we do not over expose your company. We take the time to research which parties would have a sincere interest in the opportunity and work with you as a team to compile a carefully selected target list of investors, lenders, or buyers.

National and Global Reach
We currently maintain close relationships with buyers, sellers and investors, as well as other transaction professionals throughout the U.S., Europe, Asia and South America. This allows us to tap into a vast pool of resources. We make these same resources available to our clients to provide unique opportunities on a local, regional, national and international basis.

We have banking professionals located throughout the U.S. in Richmond, VA, Baltimore, MD and Chicago, IL.

What our Clients Are saying

  • “Ports Investments is very proud to have been involved in the initial capitalization and ultimate sale of Horizontal Wireline Services. We greatly valued the advice of Matrix as we moved through the process.”

    Mike Ports, Managing Member
    Ports Investments, LLC
  • “What I was seeking most in my advisor was not only a set of skills and relationships that could help us achieve the mission quickly, but more importantly, I was looking for people with whom I could retain a long-term relationship. I found those people at Matrix.”

    Robert Dion
    New England Surfaces
  • “In the face of what could have been an exhausting and emotional process for Joe and I, the Matrix team was an unwavering source of support, providing professional and thoughtful guidance throughout the engagement. We can’t imagine getting this transaction done without their assistance, and we feel fortunate that we selected Matrix as our advisor.”

    Andy McSweeney, President
    Tri-State Utilities Company
  • “The Matrix team provided us with first rate representation and advice throughout the process.  Their knowledge of the industry and process combined with responsiveness and dedication was invaluable.”

    Johannes Burlin, President
    Safe Foods International Holdings, LLC
  • “We have been very pleased with the professional and thorough manner in which Matrix has managed the entire process. They have been a pleasure to work with.”

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