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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

  • “Selling the Company was a very difficult decision, overshadowed only by the task itself.  I’m convinced I selected the best help with Tom Kelso, Spencer Cavalier and the Matrix Team.  Their industry knowledge, diligence, and patience led to a best outcome.”

    Steve Dickerson, President
    Dickerson Petroleum, Inc.
  • “The decision to exit the industry was a tough one for the Thoroughbred team. The founders, our fourth partner and attorney Mr. Ronald Tritschler, and all our great employees poured their lives into this company for nearly three decades. The relationships found and fostered will remain. This transition was certainly made easier with the help of Matrix, whose advice and guidance was essential to achieving a successful outcome.”

    Jay Hall, President & CEO
    Thoroughbred Energy, LLC
  • “Matrix did a magnificent job orchestrating the recapitalization of Excel Homes, Inc. Through the negotiating stages and settlement process, Matrix was a clear thinking, helpful advisor. They helped us realize we were undervaluing the company and through solid analysis recommended a financial buyer with the proper fit. We were very pleased with the outcome.”

    Perry Bolton - Bolton/Langley & Associates
    Excel Homes
  • “It was not an easy decision for us to sell the business that our family and employees have spent over 50 years building.  It was very important to us that our employees and customers were taken care of with this transaction.  We needed to find a firm that could help us with this major decision and we found that with the Matrix team.  Spencer and Andrew lead us through the entire sales process from beginning to end.  Their expertise in this process helped alleviate a lot of the additional stress that comes with selling your business.  We are extremely pleased with the outcome.  We chose PacWest Energy, which is also a family business and values their employees and customers the same way we do.  We can’t thank Spencer, Andrew and the Matrix team enough for everything they have done for our family, employees and loyal customers.”

    Jason Callison, Chief Operating Officer
    R.M. Parks, Inc.
  • “We appreciate the advice, hard work and creativity Matrix provided in marketing our Company.”

    Jimmy Patton, President
    Triton Marketing, Inc.