Our Difference


Our Managing Directors have over 65 years of combined investment banking experience with the firm, which is unique in our industry.

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

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.

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.

Independence – Objectivity
Matrix is an independent financial advisor. We have no conflicts of interest with a research department, sales and trading desk or other division or department.

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.

Global Reach
We currently maintain close relationships with buyers, sellers and investors, as well as other transaction professionals throughout Europe, Asia and South America. Our strong relationships allow us to reach beyond our borders and tap into a vast pool of international resources. We make these same resources available to our clients to provide unique opportunities on a global basis.

What our Clients Are saying

  • “Kocolene is pleased to be transitioning our loyal customers and dedicated team members to one of the respected leaders in the convenience store industry.  I feel all will benefit from this transaction long term, which was an important goal as we close a 77 year chapter of our company’s history.   We were very pleased with the services Matrix provided our management team as we navigated through the process.  Our goal to close this transaction was very aggressive.  We chose Matrix because of their demonstrated expertise in completing transactions efficiently.”

    Gary Myers, Chairman and CEO
    Kocolene Marketing, LLC
  • “Matrix’s guidance and professionalism was extremely helpful in the parties achieving a positive outcome. Working with Tom Kelso, Cedric Fortemps and their team was instrumental in seeing this transaction through to the end.”

    Carlos Fontecilla
    Biscayne Petroleum, LLC and Everglades Petroleum, LLC
  • “In our talks with Dixie and Mr. Able, they liked our family-first approach to customer service, and took great comfort in knowing their customer base will be well taken care of. Our size gives the customer advantages in service, price protection plans, and delivery options. We think the acquisitions are a win-win for us and the customers, and we have heard very favorable feedback so far. The team at Matrix was a great partner to have as we navigated the negotiations and due diligence process.”

    Carlton Revere, President
    Revere Gas, Inc.
  • “The Matrix team did a fantastic job in helping us put this MBO together. We have an experienced, stable management team that knows the business well, and we are excited at the opportunity before us. This is the best outcome for all involved because it provides the continuity for our customers, suppliers, employees and the communities we are part of.”

    Denis Belzile, President & CEO
    O’Sullivan Films
  • “The team at Matrix provided valuable advice to me when I first acquired Riddleberger and have been a trusted advisor ever since. Their past experience in guiding private business owners through the M&A process, as well as their ability to work seamlessly with our attorney and accountant helped to make this a successful transaction for all parties involved. We were very pleased with the outcome.”

    Jim Young, President & CEO
    Riddleberger Brothers, Inc.