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

  • “The justification of locations and reallocation of capital to maximize potential return is a process that chains should periodically perform. It has also allowed us to refocus on our core assets.”

    Brian Darnell, Principal and Vice President of Real Estate
    High’s Dairy Stores
  • “The acquisition of Coastal Lumber is an important element in our approach to hardwoods investing and Matrix’s deep  experience in the sector was a key to pushing this transaction over the finish line.”

    Ben DeRosa, Partner
    American Industrial Partners
  • “We are pleased that Sharon Stairs will continue its success under the Worthington banner. Through the broad, well-managed process run by Matrix, we were able to identify the most appropriate partner for Sharon’s next phase of growth.”

    Ken Wanko, Director of Acquisitions
    Alliance Holdings
  • “The Matrix deal team did an outstanding job in representing the interests of Spencer and its many shareholders. Matrix conducted an extensive, professional and broad process that ultimately created a successful liquidity event for shareholders and a good partner for the management going forward.”

    Don Wilson, Chairman of the Board
    Spencer Turbine
  • “Matrix did a thoroughly professional job throughout the process and went above and beyond my expectations. We are very pleased with the results achieved.”

    Ben Wafle, President
    Quarles’ Retail Division