Consumer Products Investment Banking


Our professionals have successfully closed transactions in a wide range of consumer sectors, 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.

The ability of our consumer products investment banking team to identify and market the different value drivers for our clients 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

  • “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
  • “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
  • “The team at Matrix provided outstanding guidance to us during this transaction. They were professional, informative and personable, making the process extremely easy and comfortable for us. Their industry knowledge and financial expertise helped us maximize our marketability.”

    Mike Cerillo, President
    Board Dudes

Consumer Press Releases

Consumer Transactions

  • CLIENT
  • Client Description
  • Transaction Description
  • TYPE
  • Client Location
  • DATE
  • 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: Company Sale
  • 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: 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 Team

Michael C. Morrison

Managing Director & Principal mmorrison@matrixcmg.com (804) 591-2051

Michael leads the firm’s efforts in New England.  He joined Matrix in July, 2002 following four years at Duff & Phelps LLC overseeing its New York Investment Banking operation and after spending 13 years in commercial banking. From 1986 through 1993, he served in a variety of lending groups for Fleet Bank participating in LBO’s, MBO’s, […]

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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 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. These transactions primarily include sell-side strategic advisory assignments and private placements of debt and equity. Prior to […]

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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 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 in 2011, William was a member of Wells Fargo Securities’ Industrials investment banking team in New York. His […]

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Robert A. Nickle

Senior Analyst rnickle@matrixcmg.com 804-591-2066

Robbie is a member of the Consumer & Industrial Products 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 […]

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