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.

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

What our Clients Are saying

  • “Michael McHugh and Matrix were instrumental in finding a home for our former Social and Family networks.  We were able to take the proceeds from the sale and re-invest in our expanding global fitness network.  As the purchaser, AllOver Media was able to bolster their core offerings.”

    François de Gaspé Beaubien, Chairman, Zoom Media
    Zoom Media
  • “Spencer Cavalier and the team from Matrix did an outstanding job of representing us in the sale of our Home Heat and Commercial Fuels Division. The process that they employed to move us through this carve out was very effective. We enjoyed working with their team and thank them all for their hard work.”

    Brian Burrow, President
    Campbell Oil Company
  • “Matrix Capital did a superb job keeping all parties engaged and moving forward, the end result of which is a great transaction success story.”

    Ron Bisaccia, CEO
    Proxicom
  • “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.
  • “Selling a company you have built from the ground up is a tough decision. You are concerned that your employees and customers will continue to be taken care of, and Matrix helped us achieve this goal. During the valuation process and through the entire sales process, the individuals that represent Matrix were professional in every manner. Our experience with Matrix was exceptional.”

    Don Newton, President and Co-Owner
    Superior Transport, Inc.