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 believe that without Matrix’s expertise, there would have been no way to get this transaction done in the market we were contending with, especially given our tight deadline of a year-end closing. The end result was a win-win for both ASAP and Hudson Ferry. Thanks to the guys at Matrix for all of their hard work. They were tireless in their efforts to ensure we were well represented and provided us with sound advice throughout the entire process.”

    Timmy Deroche, CEO
    ASAP Industries, LLC
  • “This is certainly a bittersweet moment.  With my family having been in the petroleum business for four generations and me my entire life, it is certainly hard not to look back without some nostalgia.  I am proud to reflect on everything we have been through in this industry, and how rewarding it’s been for me personally and my entire family.  In saying that, this represented an ideal time for our family and where we want to go with our future endeavors.  Matrix did a wonderful job in advising us with such a complicated transaction and was extremely patient while everything was put into place to make it happen.  They couldn’t have been a better partner, and we couldn’t have done it without everyone at Matrix and all of their expertise.”

    Brad Calkins, Owner
    Bradley Petroleum, Inc. and Sav-O-Mat, Inc.
  • “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.
  • “Matrix Capital was able to tap into a wide range of additional resources with M&A International, which proved to be invaluable during the acquisition search process. Matrix Capital and the other European members of M&A International worked very well together and provided a seamless team of advisors throughout the transaction.”

    Bob Lemon
    C.B. Fleet
  • “We are pleased that Dimex will continue its success with Grey Mountain. Mike Morrison and the team at Matrix did an outstanding job managing the transaction and securing an excellent partner for David Wesel and his team.”

    Donald Hawks, Managing Director
    The Brookside Group