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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’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
  • “Ports Investments is very proud to have been involved in the initial capitalization and ultimate sale of Horizontal Wireline Services. We greatly valued the advice of Matrix as we moved through the process.”

    Mike Ports, Managing Member
    Ports Investments, LLC
  • “Kocolene is pleased to be transitioning our loyal customers and dedicated team members to one of the respected leaders in the convenience store industry.  I feel all will benefit from this transaction long term, which was an important goal as we close a 77 year chapter of our company’s history.   We were very pleased with the services Matrix provided our management team as we navigated through the process.  Our goal to close this transaction was very aggressive.  We chose Matrix because of their demonstrated expertise in completing transactions efficiently.”

    Gary Myers, Chairman and CEO
    Kocolene Marketing, LLC
  • “Matrix has been a great advisor and partner throughout this entire journey. They conducted a thorough financial analysis and handled detailed contract negotiations which resulted in a successful conclusion. Matrix’s knowledge and experience in this area definitely helped us increase the value of our business. I would like to thank God for his blessings and support of all the employees and valued customers who m the business successful.”

    Madhu Shrivastava, Chairman & CEO
    Carolina Convenience Corporation
  • “The Matrix deal team did an outstanding job in representing the interest of 13i, Peninsula Capital Partners LLC, our mezzanine provider, and the management shareholders in this transaction. Matrix conducted an extensive, professional and broad process that ultimately ended with a very successful exit for 13i and Peninsula Capital Partners LLC, and a good partner for management going forward.”

    William Suddath, Managing Director and Principal
    Garsite