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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

  • “Ron, Bob and I want to thank all of our talented and dedicated employees over the years for building Lykins into one of the leading, diversified energy providers in the industry, as well as one of the largest private employers in Ohio.  I also want to acknowledge Matrix, who structured and diligently executed on the sale of the enterprise that maximized shareholder value.”

    Jeff Lykins, President and Owner
    Lykins Energy Solutions
  • “Matrix did a fantastic job representing our company to achieve the best result for our family and employees and honoring our 47 year legacy. Matrix found us the right buyer that would be the best fit for our employees and also provide us with our desired transaction structure.  Throughout the entire transaction process, Matrix provided a high level of professional guidance and support and led us through all the financial complexities and emotions that accompany the sale of a family business.”

    Harold Crenshaw, Jr., President
    Crenco Food Stores, Inc.
  • “I have been the ‘shepherd’ of the F.L. Roberts’ company assets for over forty years and have been fortunate to lead Roberts with the help of a talented executive and advisory team adding very successful ventures in other related business spaces.  Many of these ventures have become consumer favorites in our region.  Selling was the most difficult challenge I have ever had to face.  Matrix quickly grasped the meaningfulness of our asset mix and how to capitalize on the significant value our team had created.  This was a challenge they crafted into a successful sale strategy.  I am very indebted to their talented team.”

    Steven Roberts, CFO
    F.L. Roberts and Company, Inc.
  • “Matrix’s professionalism resulted in a positive outcome for all parties.  Their team was focused on understanding our objectives and providing alternatives, gave sound advice, and did an outstanding job managing the process.”

    Donna Kelleher, President & CEO
    Next Generation Children’s Centers
  • “Matrix’s advice, assistance and professionalism throughout this process has resulted in a positive outcome for all parties. As always, it was a pleasure working with the folks at Matrix.”

    David Hrinak, Executive Vice President and COO
    CrossAmerica Partners LP