Matrix possesses deep and multi-faceted M&A experience with healthcare service businesses and medical device companies across many sectors of the industry.
Our healthcare investment banking professionals have extensive experience advising on strategic alternatives to companies within the healthcare, wellness, and education sectors.
Our expertise as advisors for capital raises and mergers and acquisition services is augmented by experience as acquirers and operators who dealt first-hand with consistently evolving regulatory and reimbursement environments.
A list of sectors on which the team focuses is presented below.
Assignments executed since launching the Healthcare Group at Matrix may be found in our list of Transactions.
“Matrix’s professionalism resulted in a positive outcome for all parties. David, David, and Brady were focused on understanding our objectives and providing alternatives, gave sound advice, and did an outstanding job managing the process.”Donna Kelleher, President & CEO
“The Matrix team provided us with first rate representation and advice throughout the process. Their knowledge of the industry and process combined with responsiveness and dedication was invaluable.”Johannes Burlin, President
“It was a pleasure to work with the professionals at Matrix on these transactions. The repositioning of capital within our market area is an important part of our strategy to acquire new sites, renovate existing sites, and own and operate sites consistent with our brand identity.”Joe Petrowski, Chief Executive Officer
“The Matrix deal team worked tenaciously to guide this extraordinarily complicated transaction to closure. They saw the tremendous fit between our desire for a long-term, growth oriented partner and McCarthy’s unique understanding of the industry, and provided sound analysis and counsel to both sides throughout the process. We look forward to working with Matrix on our next transaction.”Todd Flemming, President & CEO
“We are very pleased with the advisory services provided by Matrix. They spent the time to really learn our business and provided us with solid advice in a difficult environment for raising capital. Once our capital objectives were quantified, Matrix identified potential investors and then worked tirelessly to help negotiate a transaction that met the objectives of both Stalcop and Alpha Capital.”Ron St. Clair, President & CEO
RICHMOND, VA – February 23, 2016 – Matrix Capital Markets Group, Inc. (“Matrix”) announces the successful sale of Next Generation Children’s Centers (“NGCC” or the “Company”) to Cadence Education, Inc. (“Cadence”), a Scottsdale, AZ based portfolio company of Audax Group, Inc. Matrix served as exclusive financial advisor to NGCC. The transaction was led by David […]
Matrix Capital Markets Group, Inc. established its Healthcare Group in late 2014 and has gained traction throughout 2015 and into 2016 by advising on several engagements in the laboratory, behavioral health, wellness, and education sectors. Across the Healthcare Group’s assignments in 2015 strategic acquirers and financial sponsor-backed companies were the most aggressive buyers. The desire […]
RICHMOND, VA – November 6, 2015 – Matrix Capital Markets Group, Inc. (Matrix) announces the successful sale of Safe Foods International Holdings, LLC (SFIH) to Laboratory Corporation of America® Holdings (LabCorp®) (NYSE: LH). Matrix served as exclusive financial advisor to SFIH. The transaction was led by David Keys, Head of Matrix’s Healthcare Team, and David […]
RICHMOND, VA – July 6, 2015 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading middle-market investment bank, is pleased to announce that they have provided corporate advisory services to Arista Laboratories (“Arista”) in the sale of its assets. Arista, based in Richmond, VA, is a leading independent tobacco testing laboratory and subsidiary of Molins […]
RICHMOND, VA – February 5, 2015 – Matrix Capital Markets Group, Inc. (“Matrix”) is pleased to announce the expansion of its Healthcare Advisory Team with the addition of David Endom, Senior Associate. Mr. Endom will join David Keys, Director, who launched the practice in 2014, and Braden Hill, Senior Analyst. Mr. Endom brings to Matrix more than […]
John is a member of the Healthcare 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 May 2015, John was an Associate at Ewing Bemiss & Company, an investment banking firm in Richmond, Virginia. His experience […]Read Full Bio »
John is a member of the Healthcare 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 May 2015, John was an Associate at Ewing Bemiss & Company, an investment banking firm in Richmond, Virginia. His experience there included a variety of mergers, acquisitions, and capital raises for clients across various sectors. John began his career in 2008 as a Business Valuation Associate at Keiter Stephens, a regional accounting firm. In this role, John successfully valued multiple entities and intangible assets for purposes of mergers & acquisitions, fairness opinions, buy/sell agreements, estate & tax planning, and financial reporting. In 2012, John joined BB&T Capital Markets as an Equity Research Associate in the Engineering & Construction and Energy Infrastructure Group. While at BB&T, John provided institutional clients with research and analyses on seventeen public companies within the energy services and infrastructure sectors.
John is a graduate from the College of William & Mary with a B.A. in Finance and a second major in Economics. Additionally, John is a CFA Charterholder and member of the CFA Institute. He is also qualified as a FINRA General Securities Representative (Series 7), Securities Agent and Investment Advisor Representative (Series 66), Investment Banking Representative (Series 79) and Research Analyst (Series 87).
John is a native of Richmond and enjoys spending time in the gym, cooking, and traveling with his wife, Mary.