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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

  • “I have been impressed with Matrix at every stage in this process. They have shown integrity and professionalism throughout the engagement and I am so grateful for their efforts. I have no doubt they found the best partnership for the Company and our employees.”

    Rick Campbell, Founder and CEO
    ICAT Logistics, Inc.
  • “We’re very grateful for the guidance and insight Matrix provided to help Giant Eagle secure this growth opportunity. At GetGo, our positioning of taking the ‘cons out of convenience’ means we offer the highest quality fresh foods, products and services to our customers. Our acquisition of the Ricker’s chain supports this strategy, and we look forward to bringing together the best of both businesses in Indiana.”

    Polly Flinn, Executive Vice President
    Giant Eagle, Inc.
  • “Matrix did an outstanding job of identifying a partner that both shared my vision and accomplished my goals in this transaction without a prolonged and time-consuming auction process. I look forward to the opportunity to partner with J.H. Whitney and to continue to serve all of our customers’ needs.”

    Stephen Fogler, President
    Stevens Manufacturing
  • “We are very pleased to have worked with Cedric, Tom, Vance and Stephen on this transaction. Having to sell our company was a difficult decision. Yet, Matrix’s advisory work from start to finish was outstanding. We are proud of all that has been accomplished with their support, and from our employees and our dealer partners. We also are pleased to have 7-Eleven and SEI Fuels assume ownership of our sites.”

    Arturo Zizold, Chief Executive Officer
    Biscayne Petroleum, LLC and Everglades Petroleum, LLC
  • “Our experience with Matrix was exceptional. Their professionalism and experience was instrumental in developing a competitive bid process and their expertise in the petroleum distribution and convenience retail space created a broad spectrum of prospects. As a legacy, family owned marketer, it was very important that we partnered with a buyer of integrity and character for our employees, our customers and our supplier partners. Matrix was instrumental in achieving a successful sale on all fronts.”

    Edward Hough, President
    Leonard E. Belcher Inc.