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Process

With each assignment, we are committed to maximizing value and exceeding the expectations of our clients.

There is not a “one-size-fits-all” transaction process that will maximize value regardless of the client’s situation – which is why Matrix customizes every transaction process within the confines of the then existing marketplace in order to meet the unique and specific needs of each client. By running a targeted and structured transaction M&A process, we are able to achieve transaction values typically above our quoted valuation range. We pride ourselves on providing flawless execution and offering an intensive, detailed approach to each and every transaction we handle.

Since 1988 we have successfully completed hundreds of merger & acquisition transactions and created hundreds of satisfied clients. We maintain constant communication with the private equity, mezzanine and senior lending markets, and over the years have developed thousands of relationships with these key M&A industry participants.

What our Clients Are saying

  • “Matrix has done an outstanding job managing our transaction. Their process certainly identified the ideal partner to continue to grow Narcote’s market presence.”

    Cary Green, CEO
    Narcote, LLC

  • “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.

  • “We are pleased that our organization will become part of Quarles Petroleum. As a family business with an equally long history, they share our commitment to our customers, our employees, and the communities that we serve. We also appreciate the advisory expertise of the entire Matrix organization in the successful completion of our project.”

    Chris Earhart, President
    Dixie Gas & Oil Corporation

  • “We would first like to thank the awesome Double Quick team members who, over the last 36 plus years, adopted our core values of ‘Learn, Be Honest, Work Smart Together and Have Fun’, making Double Quick what it is today. We would also like to thank our CFO Barry Schuster, for her support and guidance, Matrix for their financial advisory and transactional expertise, and the Bradley law firm for their legal guidance and professionalism throughout this entire process.”

    Tom Gresham, President & Partner and Bill McPherson, Partner
    Double Quick, Inc.

  • “Matrix’s in-depth understanding of our industry and their professional process were important factors in a successful transaction for all parties.”

    Mike Stoddard, President & CEO
    Aeriform