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Consumer Products Investment Banking

Our team of professionals has successfully closed transactions in a wide range of sectors within the consumer products industry, including beauty & personal care, clothing, floral products, furniture, hand tools, office products, prepared foods, promotional products, sporting goods and vet products.

Recent Transactions

We are intimately familiar with the retail channels that consumer product companies typically sell through, including the food, drug, mass, specialty, mail order and professional outlets. On every consumer product engagement, we are able to bring to bear this deep understanding for both branded and private label companies and the nuances of different distribution channels.

Our consumer products investment banking professionals have the ability to identify and market the different value drivers for our clients that is critical to successfully marketing, negotiating and ultimately closing these transactions for premium values.

We focus on the following sub-sectors:   Clothing & Footwear, Art & Stationery, Automotive Parts, Catalog Retailing, Food, Beverage & Tobacco, Health & Beauty, Home Furnishings, Household Products, Jewelry, Marine, Petcare and Power & Mechanical Tools.

What our Clients Are saying

  • “Chris and I have been overwhelmed by the level of service that the Matrix team has provided us and our business.  Throughout a complex process for us, we always felt they provided exceptional advice and guidance.  They have gone above and beyond our expectations and found a perfect home for EMC.”

    Ed Forbes, CEO
    Engineered Metals and Composites, Inc.
  • “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. 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 Parts, Tires & Service
  • “The entire Matrix team worked diligently through all of the intricacies of this transaction to ensure its success. They provided our shareholders with an ideal exit plan while still maintaining the Company’s heritage. The acquisition by Hammond’s Candies complements our business, product offering and growth trajectory.”

    Bill Del Chiaro, CEO
    Old Dominion Peanut Company, Inc.
  • “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
  • “Given the complexities surrounding this transaction and the different shareholder groups involved, I couldn’t be more pleased with the outcome achieved. The Matrix deal team did an outstanding job positioning the Company to maximize value and navigating around potential deal hurdles throughout the process. Mike Morrison and his team delivered the best partner for management and the Company as it continues into its next phase of growth.”

    Jim Raymond, President and CEO
    ShelterLogic

Consumer Transactions

  • CLIENT
  • Client Description
  • Transaction Description
  • TYPE
  • Client Location
  • DATE
  • CLIENT: Engineered Metals and Composites, Inc.
  • Client Description: A designer and manufacturer of custom marine towers, frames and other fabricated component products
  • Transaction Description: Advised on the sale to Patrick Industries, Inc. (NASDAQ: PATK)
  • TYPE: Company Sale
  • Client Location: West Columbia, SC
  • DATE: September 2018
  • CLIENT: VIP Parts, Tires & Service
  • Client Description: One of the largest companies in Northern New England that specializes in the sale of automotive parts and accessories, tires, and services through a network of 56 locations in Maine, New Hampshire and Massachusetts
  • Transaction Description: Advised on the sale of the retail auto parts stores to O'Reilly Auto Parts
  • TYPE: Company Sale
  • Client Location: Lewiston, ME
  • DATE: December 2012
  • CLIENT: VIP Parts, Tires & Service
  • Client Description: One of the largest companies in Northern New England that specializes in the sale of automotive parts and accessories, tires, and services through a network of 56 locations in Maine, New Hampshire and Massachusetts
  • Transaction Description: Advised on the valuation of VIP Parts, Tires & Service
  • TYPE: Corporate Valuation
  • Client Location: Lewiston, ME
  • DATE: December 2012
  • CLIENT: Old Dominion Peanut Company
  • Client Description: The largest manufacturer and marketer of branded brittle and peanut candy in the U.S. and a wholly owned subsidiary of The Virginia Food Group, Inc.
  • Transaction Description: Advised on the sale to Hammond's Candies
  • TYPE: Company Sale
  • Client Location: Norfolk, VA
  • DATE: December 2012
  • CLIENT: RCC Western Stores
  • Client Description: One of the oldest and most respected retailers in the western apparel and footwear industry, with 30 stores in 12 states throughout the South and Midwest
  • Transaction Description: Advised on the sale to BootBarn, a portfolio company of Freeman Spogli & Co.
  • TYPE: Company Sale
  • Client Location: Rapid City, SD
  • DATE: August 2012
  • CLIENT: NAMCO, LLC
  • Client Description: A leading retailer of pools, pool supplies and recreational equipment
  • Transaction Description: Advised on the senior secured lending facility with Salus Capital Partners
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Manchester, CT
  • DATE: June 2012
  • CLIENT: ShelterLogic, LLC
  • Client Description: A leading, global manufacturer and marketer of fabric-covered, steel frame shelters and canopies for diverse consumer and commercial applications, including sheds, garages and recreational pop-up canopies, and a portfolio company of Albion Investors
  • Transaction Description: Advised on the sale to management, RFE Investment Partners and Charter Oak Equity
  • TYPE: Majority Recapitalization
  • Client Location: Watertown, CT
  • DATE: August 2011
  • CLIENT: Power Plate
  • Client Description: A global leader in whole body vibration technology for exercise equipment
  • Transaction Description: Advised on the valuation of common equity and partnership interests
  • TYPE: Corporate Valuation
  • Client Location: Irvine, CA
  • DATE: December 2010
  • CLIENT: Tru-Kay
  • Client Description: A leading manufacturer and designer of gold and silver jewelry
  • Transaction Description: Advised on the distribution agreement with Richline Group, Inc., a subsidiary of Berkshire Hathaway, Inc.
  • TYPE: Company Sale
  • Client Location: Lincoln, RI
  • DATE: July 2009
  • CLIENT: Club Colors
  • Client Description: A leading value-added provider of promotional products and logo apparel to the corporate and collegiate market, and a portfolio company of RAF Industries, Inc.
  • Transaction Description: Advised on the sale to CID Capital
  • TYPE: Majority Recapitalization
  • Client Location: Schaumburg, IL
  • DATE: June 2007
  • CLIENT: Addressograph
  • Client Description: The world's largest manufacturer of card imprinters used by the credit card and healthcare industries and a division of DataCard Corporation, a manufacturer of photo ID, embossing and encoding systems
  • Transaction Description: Advised on the management buyout by NewBold Corporation, a company formed by Management
  • TYPE: Management Buyout
  • Client Location: Rocky Mount, VA
  • DATE: May 2007
  • CLIENT: Board Dudes, Inc.
  • Client Description: A leading designer and distributor of branded products for the school, home and office supply markets sold through mass retail channels nationwide
  • Transaction Description: Advised on the sale to RoseArt Industries, Inc. a wholly owned subsidiary of Mega Bloks, Inc.
  • TYPE: Company Sale
  • Client Location: Corona, CA
  • DATE: January 2006
  • CLIENT: Standard Commercial Corporation
  • Client Description: The world's third largest dealer of leaf tobacco
  • Transaction Description: Advised on the merger with Dimon
  • TYPE: Company Sale
  • Client Location: Wilson, NC
  • DATE: May 2005
  • CLIENT: Donsons Distributing, Inc.
  • Client Description: A leading independent broadline foodservice distributor serving eating establishments, healthcare facilities, schools and institutions located along the Rocky Mountain Front Range
  • Transaction Description: Advised on the sale to Vistar
  • TYPE: Company Sale
  • Client Location: Henderson, CO
  • DATE: May 2005
  • CLIENT: Fleet Laboratories – Clean Chemical Sweden AB
  • Client Description: A leading international manufacturer and marketer of branded personal care and hygiene products
  • Transaction Description: Advised on the acquisition of the stock of Clean Chemical Sweden AB
  • TYPE: Management Buyout
  • Client Location: Lynchburg, VA
  • DATE: January 2005
  • CLIENT: Fleet Laboratories – SunTrust Bank NA
  • Client Description: A leading international manufacturer and marketer of branded personal care and hygiene products
  • Transaction Description: Advised on a multi-currency credit facility in the amount of $50MM with Sun Trust Bank NA
  • TYPE: Capital Raise of Debt & Equity
  • Client Location: Lynchburg, VA
  • DATE: December 2004
  • CLIENT: Fike’s Dairy
  • Client Description: A leading, regional, fresh milk supplier, serving grocery chains, convenience stores and food distributors throughout the Mid-Atlantic markets
  • Transaction Description: Advised on the sale to United Dairy
  • TYPE: Company Sale
  • Client Location: Uniontown, PA
  • DATE: February 2004

Consumer Press Releases

  • October 1, 2018 - Matrix Announces the Successful Sale of Engineered Metals and Composites, Inc.
    Matrix Announces the Successful Sale of Engineered Metals and Composites, Inc.

    RICHMOND, VA – October 1, 2018 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent investment bank, is pleased to announce the sale of West Columbia, South Carolina-based Engineered Metals and Composites, Inc. (“EMC” or the “Company”) to Patrick Industries, Inc. (NASDAQ: PATK) (“Patrick”), a publicly-traded manufacturer of component products and distributor of building products and materials for the recreational vehicle, manufactured housing, marine, and various other industrial markets.  The transaction closed on September 28. Founded in 1998, EMC is a leading designer and manufacturer of custom marine towers, frames, and other fabricated component products for OEMs in the marine industry.  The Company is strategically positioned in a region that is home to some of the largest saltwater boat manufacturers in North America.  Under the leadership of Founder and Chief Executive Officer Ed Forbes and President Chris Wainscott, the Company has expanded its design and engineering capabilities, as well as its manufacturing footprint, to support the growing needs of its impressive customer base. “EMC’s technical expertise and innovative product offerings complement our marine product portfolio, and provide us with an excellent opportunity to further penetrate the marine market, increase our content per unit, and leverage our existing capabilities within our marine-centric brands,” said Todd Cleveland, Chairman and Chief Executive Officer of Patrick.  “This acquisition is aligned with our strategic initiatives and capital allocation strategy and we look forward to working with the EMC team to help further drive brand value.” “We believe the marine industry is well-positioned for continued growth and we are excited to partner with Ed Forbes, Chris Wainscott, and the EMC team to further expand our presence as a key component supplier in this space through high-quality, innovative custom product solutions and excellent customer service,” said Andy Nemeth, President of Patrick.  “EMC’s industry reputation for metallurgical expertise, highly engineered processes and products, and continuous innovation and product quality, as well as its longstanding relationships with leading marine OEM customers, has been instrumental in expanding its customer base within the recreational boating market. Consistent with previous acquisitions, we will support EMC with a financial and operational foundation that will allow it to capitalize on its core competencies while preserving the entrepreneurial spirit that has been so important to its success.” Ed Forbes added, “After more than 35 years in the marine industry, I am excited to partner with Patrick to further drive and support the EMC team and our plans for continued growth.  Patrick’s strategic resources and marine industry presence, capabilities, and vision align with our goal of providing the highest quality innovative solutions to our customers.” Matrix served as exclusive financial advisor to EMC.  The transaction was led by David Shoulders, Managing Director, and William O’Flaherty, Vice President.  Robbie Nickle, Associate, and John Mosser, Analyst, also advised on the transaction.  Regarding Matrix’s services, Mr. Forbes commented, “Chris and I have been overwhelmed by the level of service that the Matrix team has provided us and our business.  Throughout a complex process for us, we always felt […]

  • 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.”

  • August 27, 2015 -
    Matrix Announces Recent Personnel Updates

    RICHMOND, VA – August 27, 2015 – Matrix Capital Markets Group, Inc. (“Matrix”) is pleased to announce the following personnel updates: Pratik Thakral has been promoted to Senior Analyst.  He has been with Matrix since 2013 and is a member of the Consumer & Industrial Products Group.  Over the years, Mr. Thakral has assisted with numerous successful transactions such as Narcote, LLC, Area Equipment Sales & Rentals, LLC, Southern Filter Media, LLC and Stevens Manufacturing Co., Inc. Kyle A. Profilet, CPA, Analyst, has completed his CFA Level II exam and is now a CFA Level III candidate.  Mr. Profilet graduated cum laude with a B.S. in Business Administration with concentrations in Finance and Accounting from Longwood University. He holds the Certified Public Accountant designation and has been a member of Matrix’s Downstream Energy & Retail Group since joining the firm in November 2014. In addition, Matrix is pleased to welcome Carlton C. Zesch, Analyst, who joined the firm in July 2015.  Mr. Zesch will be working across all industry verticals within the firm.  He is a recent graduate of the University of Richmond’s E. Claiborne Robins School of Business where he received a B.S. in Business Administration with a concentration in Finance.  

  • January 10, 2013 - RICHMOND, VA
    Matrix Serves as Exclusive Advisor to Old Dominion Peanut Company on its sale to Hammond’s Candies

    RICHMOND, VA – January 10, 2013 – Matrix Capital Markets Group, Inc. is pleased to announce the sale of Old Dominion Peanut Company, Inc. (“ODP”), a wholly owned subsidiary of The Virginia Food Group, Inc., to Hammond’s Candies (“Hammond’s”). Bill Del Chiaro, CEO of ODP noted, “The entire Matrix team worked diligently through all of the intricacies of this transaction to ensure its success. They provided our shareholders with an ideal exit plan while still maintaining the Company’s heritage. The acquisition by Hammond’s Candies complements our business, product offering and growth trajectory.” Andrew Schuman, CEO of Hammond’s added, “Hammond’s is looking forward to growing both companies and becoming a true leader across multiple segments within the candy and snack industry. Bill and his team at ODP have built a great company with a strong reputation. There are numerous synergies and market share opportunities between these two companies, which we expect to capitalize on quickly.” Founded in 1913 and headquartered in Norfolk, VA, ODP is currently the largest manufacturer and marketer of branded brittle and peanut candy in the U.S. Bill Del Chiaro along with a group of private investors purchased ODP in 2004. Since then, the industry expertise, customer relationships and distribution channels that Mr. Del Chiaro and his team brought to the Company enabled ODP to successfully execute the Company’s strategic repositioning plan. Hammond’s Candies of Denver, CO has been handcrafting and twisting the finest every day and holiday confections for over 90 years. The company is recognized for its oversized candy canes, beautifully spun ribbon candy and lollipops. An investor group led by Mr. Schuman acquired Hammond’s in 2007. Using his specialty retail background and entrepreneurial zeal, Mr. Schuman has grown the business and its product offerings. Hammond’s purchased McCraw’s Candies in 2010, and also expanded its existing product lines to include dips & snack pretzels, gourmet caramel corns and an award-winning line of chocolate bars. Matrix served as the exclusive financial advisor to ODP and its shareholders. The transaction was led by Jeff Moore, Katie Millner and Brady Hill. MCG Capital Corporation provided financing as the senior and subordinated lender and Cambridge Information Group provided equity capital for the transaction. Attorneys involved in the transaction included Edmunds & Williams based in Lynchburg, VA, who represented the seller, and Thomas Genshaft Cramer, located in Aspen, CO, who represented the buyer. Cherry Bekaert & Holland based in Norfolk, VA served as the seller’s accounting firm. 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, including sell-side M&A advisory, recapitalizations, asset divestitures, corporate valuations, corporate recovery, buy-side M&A advisory, capital raises of debt and equity, management buyouts, corporate advisory and fairness opinions. Matrix has served clients in a wide range of industries, including building products, business services, consumer products, energy & multi-site retail, healthcare, industrial products, lumber and media & communications. For additional information, please […]

  • January 7, 2013 - RICHMOND, VA
    Matrix Closes its 28th Assignment for 2012 and Announces the Sale of 56 Retail Auto Parts Stores for VIP Parts, Tires & Service to O’Reilly Automotive, Inc.

    RICHMOND, VA – January 7, 2013 – Matrix Capital Markets Group, Inc. is pleased to announce that VIP Parts, Tires & Service (“VIP”) has sold its 56 retail auto parts stores to O’Reilly Automotive, Inc. (“O’Reilly”). Lewiston, Maine-based VIP is a privately held automotive parts, tires and service chain that has served customers in New England for more than 30 years. The Company has 56 stores throughout Maine, New Hampshire and Massachusetts, as well as a distribution center in Maine. O’Reilly, headquartered in Springfield, Missouri, is one the nation’s largest retailers of automotive aftermarket parts, tools, supplies, equipment and accessories in the U.S., serving both the do-it-yourself and professional service provider markets. VIP will continue to own and operate the tire and service bay components of the business and O’Reilly will own and operate the automotive parts, sales, and distribution operations. Matrix Capital Markets Group served as exclusive financial advisor to VIP. The transaction was led by Mike Morrison, David Shoulders, William O’Flaherty and Brady Hill. Mike Morrison, Managing Director and Principal at Matrix commented, “This transaction is a successful outcome for both parties, allowing VIP to focus on its core tire and service bay business, while expanding O’Reilly’s geographic footprint into the Northeast. Matrix is pleased to have assisted John Quirk and the VIP team in consummating a transaction that will be mutually beneficial for both parties for the foreseeable future.” John Quirk, President and CEO of VIP said, “I am excited about entering into this very unique business arrangement with O’Reilly, which operates one of the most successful chains of auto parts stores in the country. 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.” Greg Henslee, Chief Executive Officer and President of O’Reilly added, “We are committed to long-term growth and view this transaction as an opportunity to expand the O’Reilly brand into new geographic markets. We look forward to a successful and longstanding relationship with VIP going forward.” 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, including sell-side M&A advisory, recapitalizations, asset divestitures, corporate valuations, corporate recovery, buy-side M&A advisory, capital raises of debt and equity, management buyouts, corporate advisory and fairness opinions. Matrix has served clients in a wide range of industries, including building products, business services, consumer products, energy & multi-site retail, healthcare, industrial products, lumber and media & communications. 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.

  • September 4, 2012 - RICHMOND, VA
    Matrix Serves as Exclusive Advisor to RCC Western Stores on its Sale to Boot Barn, Inc.

    RICHMOND, VA – September 4, 2012 – Matrix Capital Markets Group, Inc. is pleased to announce the sale of RCC Western Stores (“RCC”) to Boot Barn. Headquartered in Rapid City, South Dakota, RCC has become one of America’s foremost western apparel and boot retailers. Boot Barn, headquartered in Irvine, CA, is one the largest Western Wear retailers in the nation. Matrix Capital Markets Group served as exclusive financial advisor to RCC Western Stores and its shareholders. The transaction was led by Jeff Moore, Managing Director, Katie Millner, Associate, William O’Flaherty, Associate and Brady Hill, Analyst. “I would like to thank Jeff Moore and his team 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,” said Bob Hoover, President and CEO of RCC Western Stores. “At RCC Western Stores, our commitment has always been to provide our customers with the best, and we believe that by joining the Boot Barn family our customers will find excellent values on an even wider product offering in our stores. Like us, Boot Barn supports the communities they serve, including sponsoring over 300 community rodeos,” Mr. Hoover added. “We have a tremendous amount of respect for Bob Hoover and his top notch management team, along with the strong company they have created. The management and customer service philosophies mirror Boot Barn’s, making RCC Western Stores a perfect fit, not only in terms of product offering, but also in commitment to the community and western lifestyle,” said Peter Starrett, Chairman and CEO of Boot Barn. Founded in 1948, RCC is one of the oldest and most respected retailers in the western apparel and footwear industry with 30 stores in 12 states throughout the South and Midwest. With the acquisition of RCC, Boot Barn will operate 116 stores in 21 states as well as online shopping via their respective websites. The combined company will be the largest specialty retailer in the industry with stores coast to coast. 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.

Consumer 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).

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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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