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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

  • “We are pleased that Sharon Stairs will continue its success under the Worthington banner. Through the broad, well-managed process run by Matrix, we were able to identify the most appropriate partner for Sharon’s next phase of growth.”

    Ken Wanko, Director of Acquisitions
    Alliance Holdings
  • “It was a bittersweet decision for us to sell the company.  But having met Tom, Spencer and Tod over the years and knowing that they knew David and were sensitive to our situation, Matrix felt like the right fit in guiding us through the complex process of finding the right buyer for our company.  Our employees are family and it was important for us to find the perfect fit to preserve our family culture.  Matrix’s professionalism and compassion exceeded our expectations.”

    Debi Erickson
    Erickson Oil Products, Inc.
  • “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
  • “During the entire sales process, the analysts and individuals that represent Matrix were professional in every manner. I firmly believe that our Company obtained not only the broadest regional coverage exposure possible but a representative national exposure to qualified buyers as well.”

    John Baker, Owner
    Harbor Petroleum of New England, Inc.
  • “Matrix ran an orderly process, allowing us to realize our business and financial objectives.”

    Lock Wills, President and CEO
    The Wills Group