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

  • “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
  • “The consummation of this deal provided liquidity for my partner and will allow me to more aggressively pursue Affiliated’s strategic objectives for the next several years. Matrix explored several private equity initiatives, but at the end of the day, Wachovia offered me the best possible solution by increasing my ownership to 100% without creating any dilution or outside governance.”

    Matt Goldberg, Co-Founder and CEO
    Affiliated Mortgage Protection
  • “The team at Matrix provided outstanding guidance to us during this transaction. They were professional, informative and personable, making the process extremely easy and comfortable for us. Their industry knowledge and financial expertise helped us maximize our marketability.”

    Mike Cerillo, President
    Board Dudes
  • “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.
  • “It was a pleasure to work with the professionals at Matrix on these transactions. The repositioning of capital within our market area is an important part of our strategy to acquire new sites, renovate existing sites, and own and operate sites consistent with our brand identity.”

    Joe Petrowski, Chief Executive Officer
    Cumberland Farms