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Building Products Investment Banking

Over the years, our building products investment banking professionals have gained a wealth of knowledge and expertise completing merger and acquisition transactions, as well as capital raises for privately held manufacturers, distributors, service providers, and retailers of building materials and related products.

Recent Transactions

Our team of building products investment banking professionals understand the architectural specification and contractor bidding process, the impact of fluctuating commodity prices and the importance of inventory management. We are able to gain a quick grasp of your business and immediately identify and clearly articulate the key value drivers that will ultimately maximize value.

We focus on the following sub-sectors:  Architectural Products, Automation, Cabinetry/Hardware, Concrete & Masonry, Decking, Erosion Control/Geotextiles,  Fireplace Construction, Fire Protection, Flooring, Furnishings/Lighting, Green Build, HVAC, Home Automation, Kitchen/Bath, Metal Fabrication & Erection, Millwork, Pipes Valves & Fittings, Roofing, Stone/Hardscapes, Waterworks and Windows/Doors.

What our Clients Are saying

  • “This was a complex assignment due to the number of entities involved, the decentralized nature of our operations and the diversity of goals for the shareholder base. The Matrix team overcame every obstacle and guided us to a successful transaction for all concerned. I would recommend Matrix to any ownership group considering a transition.”

    Bill Updike, President
    CMA Supply Co., Inc.
  • “The Matrix Team did a tremendous job on this very complicated transaction. Given the prolonged downturn in the residential and commercial construction markets over the last several years, this transaction was a good outcome for the Company, it’s shareholders and the community of Lawrenceville, VA.”

    Marvin Thomas, CEO
    Lawrenceville Brick, Inc.
  • “The team at Matrix provided valuable advice to me when I first acquired Riddleberger and have been a trusted advisor ever since. Their past experience in guiding private business owners through the M&A process, as well as their ability to work seamlessly with our attorney and accountant helped to make this a successful transaction for all parties involved. We were very pleased with the outcome.”

    Jim Young, President & CEO
    Riddleberger Brothers, Inc.
  • “Matrix proved to be an invaluable partner in the process of identifying the right financial partner to help take the company to the next level and in negotiating the best terms and conditions on behalf of Tri State’s shareholders.”

    Kevin Farrell, President & CEO
    Tri State Foam
  • “The professionals at Matrix guided us through an extensive process to identify, approach and negotiate a sale of our composites business. They were with us throughout the entire process, and in the final analysis, provided us with the confidence that we had received the best deal possible from a buyer that represented an ideal suitor for our business.”

    Jon Painter, President
    Kadant Composites

Bldg. Prod. Transactions

  • CLIENT
  • Client Description
  • Transaction Description
  • TYPE
  • Client Location
  • DATE
  • CLIENT: Dealers Building Supply, Inc.
  • Client Description: A value-added distributor of doors, door hardware, and fireplaces to homeowners, professional contractors and developers in the residential and commercial end-markets
  • Transaction Description: Advised on the sale of Dealers Building Supply, Inc. to an Investor Group including The Firefly Group and Kocolene Development Corporation
  • TYPE: Company Sale
  • Client Location: Indianapolis, IN
  • DATE: October 2016
  • CLIENT: CMA Supply Co., Inc.
  • Client Description: A regional distributor of concrete and masonry products and accessories to professional contractors in the residential, commercial, and industrial end-markets
  • Transaction Description: Advised on the sale to Carter-Waters, LLC, a portfolio company of Merit Capital Partners and Aiglon Capital Management, LLC
  • TYPE: Company Sale
  • Client Location: Indianapolis, IN
  • DATE: December 2015
  • CLIENT: Ashton Lewis Lumber Co.
  • Client Description: One of the premier producers of Southern Yellow Pine Lumber in the Southeastern United States
  • Transaction Description: Advised on the sale of the assets of The Coxe Companies, including Ashton Lewis Lumber Co., to a privately held company
  • TYPE: Company Sale
  • Client Location: Gatesville, NC
  • DATE: February 2014
  • CLIENT: Ontario Hardwood Co., Inc.
  • Client Description: A hardwood lumber manufacturer
  • Transaction Description: Advised on the valuation of the common equity of Ontario Hardwood Co., Inc.
  • TYPE: Corporate Valuation
  • Client Location: Keysville, VA
  • DATE: December 2012
  • CLIENT: The Wagner Group
  • Client Description: A leading manufacturer and exporter of hardwood lumber in the Northeast region and one of the largest sawmill operations in the nation
  • Transaction Description: Advised on the sale to Baillie Lumber
  • TYPE: Company Sale
  • Client Location: Owega, NY
  • DATE: July 2012
  • CLIENT: Coastal Lumber/American Industrial Partners
  • Client Description: Regional producer of high grade, green sawn and kiln dried hardwood lumber
  • Transaction Description: Advised on the acquisition of Coastal Lumber Company
  • TYPE: Buy-Side Advisory
  • Client Location: Charlottesville, VA
  • DATE: October 2011
  • CLIENT: Lawrenceville Brick, Inc.
  • Client Description: A leading regional brick manufacturer that serves both residential and commercial customers offering a wide range of brick styles, colors and textures
  • Transaction Description: Advised on the sale of the assets to Redland Brick, Inc., a subsidiary of Belden Brick Company
  • TYPE: Company Sale
  • Client Location: Lawrenceville, VA
  • DATE: July 2011
  • CLIENT: Riddleberger Brothers, Inc.
  • Client Description: An established leader in the engineering, installation and maintenance of mechanical systems in Central and Western Virginia and serves a diverse group of commercial and institutional clients
  • Transaction Description: Advised on the sale to Comfort Systems USA (NYSE:FIX)
  • TYPE: Company Sale
  • Client Location: Mount Crawford, VA
  • DATE: February 2008
  • CLIENT: Tri State Foam Products, Inc.
  • Client Description: A leading manufacturer of expanded polystyrene foam with products ranging from protective packaging to building products applications
  • Transaction Description: Advised on the sale to Harbert Private Equity Fund II, LLC
  • TYPE: Majority Recapitalization
  • Client Location: Martinsville, VA
  • DATE: December 2006
  • CLIENT: Kadant Composites
  • Client Description: A leading manufacturer of composite decking and roofing products under the GeoDeck brands and a subsidiary of Kadant Inc. (NYSE: KAI)
  • Transaction Description: Advised on the sale to Liberty Diversified Industries
  • TYPE: Company Sale
  • Client Location: Green Bay, WI
  • DATE: November 2005
  • CLIENT: Paddock Pools
  • Client Description: The largest contractor of underground pools, patios and spas in Arizona and Nevada
  • Transaction Description: Advised on the sale to select members of management and Lincolnshire Management, Inc.
  • TYPE: Company Sale
  • Client Location: Scottsdale, AZ
  • DATE: April 2005
  • CLIENT: Excel Homes
  • Client Description: One of the largest builders of high-end modular homes in the country with three plants in Pennsylvania and West Virginia
  • Transaction Description: Advised on the recapitalization by Huron Capital Partners
  • TYPE: Majority Recapitalization
  • Client Location: Harrisburg, PA
  • DATE: December 2004
  • CLIENT: ATCO
  • Client Description: A producer of prefinished, engineered hardwood flooring with a special focus on the management of quality hardwood timber stands and the production of hardwood lumber for domestic and foreign use
  • Transaction Description: Advised on the management buyout of Anderson Tully Engineered Wood and Capella Hardwood Floors to an investment group affiliated with management
  • TYPE: Management Buyout
  • Client Location: Jackson, MS
  • DATE: July 2004
  • CLIENT: New England Surfaces
  • Client Description: New England’s leading distributor of kitchen and bathroom building products, including Dupont branded solid surface (Corian) and engineered stone (Zodiaq) countertops and Merillat branded cabinetry and vinyl & laminate flooring
  • Transaction Description: Advised on the recapitalization by Citizens Capital, Inc. and Banknorth NA
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Lewiston, ME
  • DATE: June 2004
  • CLIENT: Bolection Door
  • Client Description: A producer of medium density fiberboard doors
  • Transaction Description: Advised on the sale to Marshfield Door Systems, a portfolio company of Wind Point Partners
  • TYPE: Company Sale
  • Client Location: Greensboro, NC
  • DATE: June 2004

Bldg. Prod. Press Releases

  • June 20, 2018 -
    Matrix Announces Promotions and New Industry Team Addition

    RICHMOND, VA – June 20, 2018 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent middle-market investment bank, is pleased to announce the promotion of two professionals, as well as the addition of a new team member to the firm. Matrix would like to recognize the following individuals whose continued contributions to the firm and our clients have resulted in recent promotions: Robbie A. Nickle, MBA, has been promoted to the position of Associate.  Mr. Nickle joined the firm in 2016 as a Senior Analyst in Matrix’s Consumer & Industrial Products Group.  Prior to joining Matrix, he was an Associate Equity Analyst with BB&T Capital Markets and a Senior Financial Analyst with Capital One.  He received a B.A. in Economics from the College of William and Mary and also holds an MBA from the Mason School of Business at the College of William and Mary. Martin C. P. McElroy, Jr., CFA, has been promoted to Senior Analyst in Matrix’s Downstream Energy & Convenience Retail Group.  Mr. McElroy joined Matrix in 2017 as an Analyst in the firm’s Consumer & Industrial Products Group.  Prior to Matrix, he was with Stifel Nicolaus in the Industrials Group.  He received a B.S. in Business Administration from the University of Richmond with a major in Accounting and a concentration in Finance. Matrix is also pleased to welcome John R. Mosser, Analyst, to the firm as a member of the Consumer & Industrial Products Group.  He was previously a valuation consultant at Dixon Hughes Goodman in Charlotte, N.C.  Mr. Mosser received a BSBA in Finance and Banking from Appalachian State University and he is a CFA Level II candidate. Thomas E. Kelso, President of Matrix, said, “Congratulations to Robbie and Martin on their promotions.  They have both performed exceptionally well and have made substantial contributions to the firm and our clients and are well deserving of this recognition.  We also welcome John to the Matrix team and look forward to working with him.  At Matrix we are guided by the ‘Matrix Principle’, which is a determination to do great work for our clients. Through hard work and our total commitment to the highest standards of ethics, the accomplishments of these professionals truly reflect our continued dedication to this principle.”

  • October 6, 2016 -
    Matrix Announces the Successful Sale of Dealers Building Supply, Inc.

    RICHMOND, VA – October 6, 2016 – Matrix Capital Markets Group, Inc. (“Matrix”) is pleased to announce that it advised on the successful acquisition of Dealers Building Supply, Inc., d/b/a Dealers Wholesale (the “Company”) supported by The Firefly Group and Kocolene Development Corporation. The investment positions the Company to further enhance market penetration and expand its distribution capabilities.  Matrix served as the exclusive advisor to Dealers Wholesale. Dealers Wholesale, based in Indianapolis, IN, is a value-added distributor of doors, door hardware, and fireplaces to homeowners, professional contractors and developers in the residential and commercial end-markets.  The Company was led by Mike and Jeff Roache for over thirty years. Together they worked to establish a reputation for customer service and quality and transferred those same core principles to the current management team. The Firefly Group (www.thefireflygrp.com) invests in growth-oriented, lower middle-market companies in the Midwest. Kocolene Development Corporation (www.kocolene.com) operates several businesses in Indiana and also invests in companies in the Midwest. About Matrix’s Building Products Group Matrix’s Building Products Group has worked closely with many manufacturers, distributors, service providers, and retailers of building materials and related products. Over the years our professionals have gained a thorough understanding of the architectural specification and contractor bidding process, the impact of fluctuating commodity prices and the importance of inventory management. Team members have expertise within many sub-sectors including, architectural products, automation, cabinetry/hardware, concrete & masonry, decking, erosion control/geotextiles, fireplace construction, fire protection, flooring, furnishings/lighting, green build, HVAC, home automation, kitchen/bath, metal fabrication & erection, millwork, pipes valves & fittings, roofing, stone/hardscapes, waterworks and windows/doors.  

  • December 9, 2015 -
    Matrix Announces the Successful Sale of CMA Supply Co., Inc.

    RICHMOND, VA – December 9, 2015 – Matrix Capital Markets Group, Inc. (“Matrix”) announces the successful sale of CMA Supply Co., Inc. (“CMA Supply” or the “Company”) to Carter-Waters, LLC, a Kansas City, Missouri based portfolio company of Merit Capital Partners and Aiglon Capital Management, LLC. The acquisition forms a seventeen location platform across Indiana, Ohio, Kentucky, Missouri, Kansas, and Illinois. Matrix served as exclusive advisor to CMA Supply and the transaction was led by Andrew Chidester and Braden Hill. CMA Supply is a regional distributor of concrete and masonry products and accessories to professional contractors in the residential, commercial, and industrial end-markets. The Company was founded by William Updike in June of 1978 in Indianapolis, Indiana and has grown to six distribution facilities and two rebar and fabrication facilities across Indiana, Kentucky, and Ohio. The Company has a premier reputation for service and product selection within the region. Carter-Waters, LLC provides construction materials and rental equipment throughout the Midwest. The Company was founded in 1922 and was acquired by Merit Capital Partners and Aiglon Capital Management in 2014. Bill Updike, President of CMA Supply commented, “This was a complex assignment due to the number of entities involved, the decentralized nature of our operations and the diversity of goals for the shareholder base. The Matrix team overcame every obstacle and guided us to a successful transaction for all concerned. I would recommend Matrix to any ownership group considering a transition.” Faegre Baker Daniels LLP acted as legal advisor to CMA Supply on the transaction. Carter-Waters was represented by Reinhart Boerner Van Deuren s.c.      

  • July 25, 2011 - RICHMOND, VA
    Matrix Announces the Acquisition of Lawrenceville Brick Assets by Belden Brick of Canton, OH

    RICHMOND, VA – July 25, 2011 – Matrix Capital Markets Group, Inc. is pleased to announce that Ohio based Belden Brick Company, through its subsidiary Redland Brick, has acquired the assets of Lawrenceville Brick, Inc., “Virginia’s Finest Brick Maker.” Matrix served as the exclusive financial advisor to both Lawrenceville Brick and the special committee to its Board of Directors. Lawrenceville Brick, headquartered in Lawrenceville, VA, is a leading regional brick manufacturer that has served Virginia and the Mid-Atlantic for over 60 years. The Company serves both residential and commercial customers with two manufacturing plants capable of producing 115 million standard size bricks per year offering exceptional product quality and a wide range of brick styles, colors and textures. Belden Brick Company is the largest family owned and operated brick manufacturer in the U.S., making the Company an ideal partner for Lawrenceville Brick whose own shareholder base includes second and third generation family members. Belden Brick is also the sixth largest brick manufacturer in the U.S. “We are very pleased with this arrangement,” Belden Brick Chairman William H. Belden Jr. said. “We’ve known the people at Lawrenceville Brick for quite some time and admire the products they produce. Their line fits well into the Redland Brick portfolio and their market area is an excellent enhancement to our sales territory.” Belden also said that the acquisition is a bet that the United States economy and construction industry will eventually bounce back. Marvin Thomas, CEO for Lawrenceville Brick commented, “The Matrix team did a tremendous job on this very complicated transaction. Given the prolonged downturn in the residential and commercial construction markets over the last several years, this transaction was a good outcome for the Company, its shareholders and the community of Lawrenceville, VA.” The transaction was led by the Matrix team of Jeff Moore, Bryan Johnson, Chris Menasco and Katie Millner. Williams Mullen served as Lawrenceville Brick’s legal counsel on the transaction. Williams Mullen served as Lawrenceville Brick’s legal counsel on the transaction. About Matrix Capital Markets Group Matrix Capital Markets Group, Inc. is an independent, advisory focused, privately-held investment bank headquartered in Richmond, VA. Since 1988, Matrix has provided merger & acquisition and financial advisory services for privately-held, private-equity owned and publicly traded companies. Our primary advisory services include company sales, asset divestitures, recapitalizations, management buyouts, capital raises of debt & equity, corporate recovery, fairness opinions and valuations. Matrix has served clients in a wide range of industries, including industrial manufacturing and distribution, building products, business services, consumer products, healthcare, lumber and petroleum marketing & distribution. For additional information, please visit www.matrixcmg.com. Securities offered by Matrix Private Equities, Inc., an affiliate of Matrix Capital Markets Group, Inc., Member FINRA, SIPC.

  • February 29, 2008 - RICHMOND, VA
    Matrix Announces the Successful Sale of Riddleberger Brothers, Inc.

    RICHMOND, VA – February 29, 2008 – Matrix Capital Markets Group, Inc. announced today that it has successfully completed the sale of Riddleberger Brothers, Inc. to Comfort Systems USA, Inc. (NYSE: FIX), the nation’s premier mechanical systems installation and service provider headquartered in Houston, Texas. Riddleberger Brothers is based in Mount Crawford, VA and is an established leader in the engineering, installation and maintenance of mechanical systems in Central and Western Virginia. Matrix served as exclusive financial advisor to Riddleberger on the transaction. Riddleberger Brothers is the largest mechanical contractor in Virginia’s Shenandoah Valley. Their solid reputation is built on a 68 year history of success and commitment to their customers. The Company offers a broad spectrum of construction services including project development, systems engineering and project construction, as well as service programs that include planned maintenance programs, factory authorized service, diagnostic capabilities, and emergency response services. They serve a diverse group of industries with an emphasis in healthcare, commercial, industrial and institutional, including educational and correctional facilities. In commenting on the transaction, Jim Young, President & CEO of Riddleberger Brothers, stated “Bill Weirich and the team at Matrix provided valuable advice to me when I acquired Riddleberger and have been a trusted advisor ever since. Their past experience in guiding private business owners through the M&A process, as well as their ability to work seamlessly with our attorney and accountant helped to make this a successful transaction for all parties involved. We were very pleased with the outcome.” Bill Weirich, Managing Director and Principal at Matrix commented, “It was a pleasure to work with Jim in realizing the value he created at Riddleberger. He has built a great company with an excellent management team that will fit well with the culture and style of Comfort Systems. Chris Menasco, Senior Analyst at Matrix, and I also enjoyed working with Jim’s attorney, Jeff Lenhart with Lenhart Obenshain, and his accountant, Mensel Dean with PBGH. We all worked extremely well together on the transaction.” About Matrix Capital Markets Group Matrix Capital Markets Group, Inc. is an independent, advisory focused, privately-held investment bank headquartered in Richmond, VA. Since 1988, Matrix has provided merger & acquisition and financial advisory services for privately-held, private-equity owned and publicly traded companies. Our primary advisory services include company sales, asset divestitures, recapitalizations, management buyouts, capital raises of debt & equity, corporate recovery, fairness opinions and valuations. Matrix has served clients in a wide range of industries, including industrial manufacturing and distribution, building products, business services, consumer products, healthcare, lumber and petroleum marketing & distribution. For additional information, please visit www.matrixcmg.com. Securities offered by Matrix Private Equities, Inc., an affiliate of Matrix Capital Markets Group, Inc., Member FINRA, SIPC.

  • January 9, 2007 - RICHMOND, VA
    Matrix Capital Markets Group Announces the Successful Recapitalization of Tri State Foam Products, Inc.

    RICHMOND, VA – January 9, 2007 – Matrix Capital Markets Group, Inc. announced today that it has successfully completed the recapitalization of Tri State Foam Products, Inc., a Martinsville, Virginia based manufacturer of expanded polystyrene foam (“EPS”). Harbert Management Corporation, a $7.1 billion private investment firm headquartered in Birmingham, Alabama, is the primary investor in the recapitalization. Matrix served as the exclusive financial advisor to Tri State on the transaction. Initially founded in 1984 as a block molder of EPS serving the building products industry, Tri State has since grown to become the leading diversified EPS foam producer in the Mid Atlantic. Today, the company’s production capabilities include both block molding and shape molding, and the company’s product line has been expanded to include a wide range of protective packaging in addition to building products. Kevin Farrell, President and CEO of Tri State, retained Matrix to assist the company in evaluating strategic options ranging from growth by acquisition to finding a strong financial partner that would provide the company’s shareholders with a significant liquidity event. Tri State also sought to partner with a firm that would continue to support the company’s historic record of strong sales growth. Kevin Farrell, who will continue in his role as President and CEO, commented “Matrix proved to be an invaluable partner in the process of identifying the right financial partner to help take the company to the next level and in negotiating the best terms and conditions on behalf of Tri State’s shareholders.” Bill Weirich, Managing Director and Principal at Matrix, commented “We are very pleased with the outcome of this transaction. We received heavy interest in the company from a large number of private equity firms as well as several potential strategic buyers. In the end, a recapitalization in partnership with Harbert was the best solution for Tri State and its shareholders.” Bryan Johnson, Vice President for Matrix, added “We have had a long standing relationship with Tri State and have enjoyed working with Kevin and his team on this transaction. We helped explore and evaluate a number of different alternatives to support the company’s rapid growth and new product lines. Ultimately we decided to partner with a private equity firm given the strong interest in high quality opportunities among middle market equity groups.” About Matrix Capital Markets Group Matrix Capital Markets Group, Inc. is an independent, advisory focused, privately-held investment bank headquartered in Richmond, VA. Since 1988, Matrix has provided merger & acquisition and financial advisory services for privately-held, private-equity owned and publicly traded companies. Our primary advisory services include company sales, asset divestitures, recapitalizations, management buyouts, capital raises of debt & equity, corporate recovery, fairness opinions and valuations. Matrix has served clients in a wide range of industries, including industrial manufacturing and distribution, building products, business services, consumer products, healthcare, lumber and petroleum marketing & distribution. For additional information, please visit www.matrixcmg.com. Securities offered by Matrix Private Equities, Inc., an affiliate of Matrix Capital Markets Group, Inc., Member FINRA, SIPC.

Bldg. Prod. Team

David W. Shoulders

Managing Director, Head of Consumer & Industrial Products Group dshoulders@matrixcmg.com (804) 591-2034

David is Head of the Consumer & Industrial Products (CIPS) Group.  He has many years of financial and merger & acquisition advisory experience and has managed a variety of transactions with privately-held, middle-market companies since joining Matrix in 2006. In addition to his general experience in manufacturing, distribution, and service industries, David has specific expertise with automotive, building products, staffing, metals, aerospace, outdoor recreation, retail and forest products.   His current responsibilities include the origination and execution of sell-side M&A engagements, capital raising and private placements, as well as general advisory assignments for both privately owned and publicly traded companies. He has been instrumental in successfully closing numerous transactions, including Connecticut Warehouse Distributors, Inc., Quality Assurance Services, Inc., Narcote, LLC, Area Equipment Sales & Rentals, Budget Signs, LLC and Southern Filter Media, among others. Prior to joining Matrix, David worked for Stifel Nicolaus’ Aerospace, Defense & Government Services Investment Banking practice in Baltimore, Maryland where his experience included a variety of mergers, acquisitions, and public offerings. David graduated from the College of William and Mary where he received a B.B.A. in Finance with a concentration in accounting. He is also qualified as a FINRA General Securities Representative (Series 7), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

Read Full Bio »

William J. O’Flaherty

Vice President woflaherty@matrixcmg.com (804) 591-2053

William is a member of the Consumer & Industrial Products (CIPS) Group and is responsible for new client development and co-managing all aspects of client transactions including company sales, corporate carve outs, capital raises, recapitalizations, restructurings, valuations, strategic planning, and assisting clients with acquisitions of target companies. Prior to joining Matrix in 2011, William was a member of Wells Fargo Securities’ Industrials investment banking team in New York. His experience there included a variety of mergers, acquisitions, and public offerings for transportation and packaging clients. William graduated from the University of Virginia’s McIntire School of Commerce where he received his B.S. in Commerce with a concentration in finance. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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Robert A. Nickle

Associate rnickle@matrixcmg.com 804-591-2066

Robbie is a member of the Consumer & Industrial Products (CIPS) Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Robbie was an Associate Equity Analyst with BB&T Capital Markets and Senior Financial Analyst with Capital One. Robbie received a B.A. in Economics from the College of William and Mary where he was a member of the varsity baseball team. He also holds an MBA from the Mason School of Business at the College of William and Mary. He is qualified as a FINRA General Securities Representative (Series 7), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).  

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John R. Mosser

Analyst jmosser@matrixcmg.com 804-591-2036

John is a member of the Consumer & Industrial Products (CIPS) Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda.  Prior to joining Matrix in 2018, John was a valuation consultant at Dixon Hughes Goodman. John received a BSBA in Finance and Banking from Appalachian State University.  He is also a CFA Level II candidate.   He is qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).

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