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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 was a long and thought out process to come to the decision of putting our fuel business on the market. With the experience, knowledge and professionalism of Matrix, we felt very comfortable and confident in the process.  We know we made the right decision for the right reasons, and Matrix has made this a smooth and excellent transaction.”

    Doug Hartley, President
    The Hartley Company

  • “When we approached Matrix, we asked them to explore alternatives to create liquidity for a departing shareholder.  Their marketing efforts generated attractive opportunities from a wide range of capital providers; however, we ultimately decided that a minority capital raise through a senior debt instrument was the right solution and best achieved our objectives.  The Matrix team was extremely professional throughout the process and did an excellent job managing a highly complex transaction.”

    Bryan Johnson, CEO
    Shades of Light, 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

  • “We made a strategic decision to divest this portion of our business based on certain trends occurring within our industry and our position within it. Matrix brought very good counsel and a highly disciplined process to the execution of our decision. Their efforts helped us transition smoothly and we are very pleased by the outcome.”

    Randy Seibert, President and CEO
    Manchester Marketing Incorporated

  • “We considered several options before selecting Matrix for this assignment and this experience confirms that we made the ‘right’ choice. Matrix’s professional and disciplined approach delivered timely and cost effective results. The Matrix team helped us to expand our client base and preserve value in the portfolio.”

    David Driscoll, Chief Executive Officer
    Getty Realty Corp.