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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

  • “This acquisition is very complementary to our existing business divisions, and we look forward to welcoming both the customers and employees of the seller into the greater Tri Gas family of businesses. We are especially excited for the expansion opportunity that this presents to Comfort Plus Services. We would also like to thank the team at Matrix for their leadership throughout the transaction. Their attention to detail and proficiency led to a mutually beneficial closing for both parties.”

    Keith McMahan, Chairman & CEO and Nash McMahan, President
    Tri Gas & Oil Co., Inc.

  • “The Matrix Team embraced our big idea of creating a behavioral health campus, despite the many challenges wrought by the pandemic, and constantly shifting capital markets. They got to know us and our vision and expertly crafted a complex financing package. Their dedication and expertise have enabled Sanford Behavioral Health to significantly expand our services to address the mental health needs throughout Michigan and beyond.”

    David Green, Chief Executive Officer
    Sanford Behavioral Health

  • “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

  • “EnergyUnited Propane, LLC has been a successful business venture for our membership thanks to the support of our members and the leadership of our incredible propane employees. We are very proud of the historic accomplishments that led to this moment and firmly believe that this agreement with ThompsonGas offers tremendous value for EnergyUnited members and EnergyUnited Propane, LLC customers.”

    Wayne Wilkins, CEO
    EnergyUnited Electric Membership Corporation

  • “Matrix was highly recommended by a friend who sold his propane business using Matrix as his investment banker.  Matrix exceeded my expectations. My sincere thanks to Spencer, Sean and John for their thorough 24/7 effort on behalf of the company and Susan Urban.”

    Ron Brodwater, President
    Midwestern Propane Gas Co.