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 greatly appreciate the advice and expertise that Matrix provided in the sale of the Company.”

    Peter and Bill Anest, Owners
    State Oil Company
  • “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
  • “Jones & Frank hired Matrix Capital because they promised us strong interest from a broad universe of Private Equity investors. We were very pleased with the reception we received in the financial community and are thankful that we had Matrix representing us. They were highly professional, thorough, and maintained strong control over the recapitalization process. I would be willing to share my endorsement with anyone that was interested.”

    Sterling Baker, President & CEO
    Jones & Frank Corp.
  • “As a family operated company for over 28 years, it was a very difficult decision to sell our retail units. We are confident we selected the best help with Spencer Cavalier, Sean Dooley and the Matrix team. Their professionalism, industry knowledge and patience led to a smooth acquisition.”

    Melinda Lewis
    Hurst Harvey Oil, Inc.
  • “We are very happy that all of our employees will remain with Pep-Up including General Manager Marty Kemp, and we expect a smooth transition for all of our customers. We are also extremely pleased with how Matrix handled the transaction. Their thorough preparation of the sale memorandum package facilitated a smooth due diligence process for all concerned.”

    Bill Bagwell, President
    Bagwell Gas & Oil Company