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

  • “I would like to thank the team at Matrix for their professionalism and guidance on this transaction. They provided senior level attention throughout the entire process, and successfully conveyed RCC’s strong history and future growth prospects resulting in a value that exceeded my expectations.”

    Bob Hoover, President and CEO
    RCC Western Stores
  • “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
  • “We considered several options before selecting Matrix for this assignment and this experience confirms that we made the ‘right’ choice. Matrix’s professional and disciplined approach delivered timely and cost effective results. The Matrix team helped us to expand our client base and preserve value in the portfolio.”

    David Driscoll, Chief Executive Officer
    Getty Realty Corp.
  • “Working with the Matrix team made this transaction virtually seamless. They were an invaluable partner throughout the process and provided our shareholders with solid advice. They were a tenacious advocate for the company and always ensured that our best interests were represented. The end result was a great transaction for Paladin and its shareholders.”

    Steven Erickson, President
    Paladin Tools
  • “This facility should successfully service Fleet’s continued international growth plans by allowing us ready and cost-effective access to a variety of currencies in a manner that also allows us to effectively manage risk. Matrix was instrumental in the negotiations and played a vital role in closing the facility in a timely manner.”

    Bob Lemon, CFO
    C.B. Fleet
Skip to toolbar