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Our Difference

Our Managing Directors have over 96 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.

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 twenty-two investment banking professionals located throughout the U.S. in Richmond, VA, Baltimore, MD, Chicago, IL and Dallas, TX.

What our Clients Are saying

  • “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
  • “Matrix’s professionalism resulted in a positive outcome for all parties.  Their team was focused on understanding our objectives and providing alternatives, gave sound advice, and did an outstanding job managing the process.”

    Donna Kelleher, President & CEO
    Next Generation Children’s Centers
  • “This is an excellent result for Butler and our valued employees. We are thrilled to partner with the Sauder team to construct new ways to deliver value to customers in our respective markets. We also appreciate the tremendous efforts of Matrix Capital throughout the transaction. They exceeded our expectations in every respect.”

    Larry Giaimo, President
    Butler Woodcrafters, Inc.
  • “Chris and I have been overwhelmed by the level of service that the Matrix team has provided us and our business.  Throughout a complex process for us, we always felt they provided exceptional advice and guidance.  They have gone above and beyond our expectations and found a perfect home for EMC.”

    Ed Forbes, CEO
    Engineered Metals and Composites, Inc.
  • “Matrix has done a phenomenal job of guiding us in this process.  From the very beginning Matrix has demonstrated a professional approach and incredible tenacity to bring their impressive market awareness expertise to bear on our behalf.   It has been an incredible journey.    I would encourage anyone contemplating such a move to contact Matrix Capital Markets.”

    Edward Hough, President
    Leonard E. Belcher, Inc.