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

  • “Spencer Cavalier and the team from Matrix did an outstanding job of representing us in the sale of our Home Heat and Commercial Fuels Division. The process that they employed to move us through this carve out was very effective. We enjoyed working with their team and thank them all for their hard work.”

    Brian Burrow, President
    Campbell Oil Company
  • “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
  • “I would like to thank the team at Matrix for their professionalism and guidance on this transaction. They provided senior level attention throughout the entire process, and successfully conveyed RCC’s strong history and future growth prospects resulting in a value that exceeded my expectations.”

    Bob Hoover, President and CEO
    RCC Western Stores
  • “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
  • “I am excited about entering into this very unique business arrangement with O’Reilly.  Their dual-market strategy and commitment to serving professional installers (DIFM) and the DIY customer universe is a great fit with our tire and service business. This transaction possessed some unique characteristics and I appreciate the efforts of the Matrix team, which provided sound advice through every step of the process.”

    John Quirk, President and CEO
    VIP Auto Parts