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Industrial Products Investment Banking

Matrix has been successfully representing industrial manufacturers and service companies since 1988. Our in-depth knowledge and merger & acquisition experience in this industry includes manufacturers of air handling equipment, aviation & aerospace equipment, factory automation equipment, filtration products & equipment, engineered textiles, machine tools and metals & alloys.

Recent Transactions

Our industrial products investment banking team has closed many transactions ranging from low-volume, highly engineered products to high-volume commodity parts and components. Our understanding of manufacturing processes, distribution, end markets, commodity prices (metals and resins) and value added services allow us to see beyond the cash flow, equipment and customers associated with an industrial firm and zero-in on the value drivers that get strategic buyers or equity sponsors excited about your business.

Other industry experience includes industrial controls, industrial gases, mining and infrastructure, packaging, plastics, pumps, specialty films and store fixtures.

 

 

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.
  • “Our family has owned and operated CWD for over three decades, and in that time, one of the best decisions we made was to hire Matrix to represent us in the sale of our business. We were extremely impressed by the level of attention and commitment we received throughout the transaction process, and would highly recommend the Matrix Consumer and Industrial Products Team.”

    Patrick Pluck, Vice President
    Connecticut Warehouse Distributors, Inc.
  • “Matrix has done an outstanding job managing our transaction. Their process certainly identified the ideal partner to continue to grow Narcote’s market presence.”

    Cary Green, CEO
    Narcote, LLC
  • “We look forward to partnering with Vance Street and pursuing several exciting strategic initiatives.  We also appreciate the tremendous efforts of Matrix throughout the transaction.  The depth of their team and the attention our transaction received was beyond our expectations.”

    Charlie Poe, President
    Southern Filter Media LLC
  • “Matrix did an outstanding job of identifying a partner that both shared my vision and accomplished my goals in this transaction without a prolonged and time-consuming auction process. I look forward to the opportunity to partner with J.H. Whitney and to continue to serve all of our customers’ needs.”

    Stephen Fogler, President
    Stevens Manufacturing

Industrial 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: NEMO Oil Company
  • Client Description: A leading lubricants distributor to customers throughout New England
  • Transaction Description: Advised on the sale to a subsidiary of a publicly-traded company
  • TYPE: Company Sale
  • Client Location: Lawrence, MA
  • DATE: June 2018
  • CLIENT: Narcote, LLC
  • Client Description: A leading provider of technical textile solutions, including coated and laminated composite fabrics
  • Transaction Description: Advised on the recapitalization by LNC Partners
  • TYPE: Majority Recapitalization
  • Client Location: Piney Flats, TN
  • DATE: July 2015
  • CLIENT: Area Equipment Sales & Rentals
  • Client Description: A premier full-line equipment rental company, serving the Eastern Virginia and Northeastern North Carolina markets
  • Transaction Description: Advised on the sale to Blue Line Rental, a portfolio company of Platinum Equity
  • TYPE: Company Sale
  • Client Location: Chesapeake, VA
  • DATE: April 2015
  • CLIENT: Southern Filter Media LLC
  • Client Description: A leading manufacturer and distributor of wet and dry environmental filtration products and a portfolio company of GenCap America
  • Transaction Description: Advised on the sale to Micronics, a portfolio company of Vance Street Capital LLC
  • TYPE: Company Sale
  • Client Location: Hixson, TN
  • DATE: December 2014
  • CLIENT: Stevens Manufacturing Co., Inc.
  • Client Description: A leading supplier of high-quality precision parts, flight-critical components and complete sub-assemblies to the aerospace industry
  • Transaction Description: Advised on the transition to J.H. Whitney & Co.
  • TYPE: Majority Recapitalization
  • Client Location: Milford, CT
  • DATE: August 2014
  • CLIENT: Banker Steel Company
  • Client Description: A leading fabricator of structural steel components used in commercial and infrastructure projects, with a production capacity of 50,000 tons of steel per year
  • Transaction Description: Advised on the recapitalization by Atlas Holdings and Turnspire Capital Partners
  • TYPE: Majority Recapitalization
  • Client Location: Lynchburg, VA
  • DATE: August 2014
  • CLIENT: Butler Woodcrafters, Inc.
  • Client Description: A leading manufacturer of institutional furniture for the education and human services markets, and one of the largest manufacturers of seating products for the worship, healthcare and education markets
  • Transaction Description: Advised on the sale to Sauder Manufacturing Co., a subsidiary of Sauder Woodworking Company
  • TYPE: Company Sale
  • Client Location: Richmond, VA
  • DATE: January 2014
  • CLIENT: Dimex LLC
  • Client Description: A leading plastics manufacturer serving diverse markets, including industrial matting, landscaping, marine products, masonry construction, and office chair mats, and a portfolio company of The Brookside Group
  • Transaction Description: Advised on the sale to Grey Mountain Partners
  • TYPE: Majority Recapitalization
  • Client Location: Marietta, OH
  • DATE: December 2013
  • CLIENT: Richmond Electric Supply Co., Inc.
  • Client Description: Operates as a full-line, stocking electrical wholesale distributor that serves commercial contractors, the government & military, residential contractors and industrial & OEM markets on both a regional and national scale
  • Transaction Description: Advised on the management buy-in led by CEO Mike Bourn and a Private Investment Group
  • TYPE: Buy-Side Advisory
  • Client Location: Richmond, VA
  • DATE: December 2012
  • CLIENT: Energy US Propane, a North American Propane Company
  • Client Description: A leading retail and wholesale distributor of propane, distillates and industrial gases throughout the Northeast and Mid-Atlantic
  • Transaction Description: Advised on the sale to NGL Energy Partners LP (NYSE: NGL)
  • TYPE: Company Sale
  • Client Location: Taunton, MA
  • DATE: February 2012
  • CLIENT: Stalcop LP
  • Client Description: A leading manufacturer of custom designed cold formed and precision machined components and sub-assemblies, serving a variety of end markets, including the power semiconductor, automotive, power transmission & distribution, heavy duty truck, specialty battery, ordinance and ammunition markets
  • Transaction Description: Advised on the growth and recapitalization investment by Alpha Capital Partners
  • TYPE: Majority Recapitalization
  • Client Location: Thorntown, IN
  • DATE: April 2010
  • CLIENT: O’Sullivan Films, Inc.
  • Client Description: A leading provider of customized, high-performance polymer and finishing film technologies serving the building products, consumer, healthcare and automotive markets
  • Transaction Description: Advised on the sale to Hornschuch, Konrad Hornschuch AGA, a portfolio company of Barclays
  • TYPE: Company Sale
  • Client Location: Winchester, VA
  • DATE: March 2010
  • CLIENT: Jones & Frank Corp.
  • Client Description: A leading provider of petroleum equipment and services to the retail and commercial segments of the petroleum industry along the East Coast
  • Transaction Description: Advised on the recapitalization by management and BB&T Capital Partners
  • TYPE: Majority Recapitalization
  • Client Location: Norfolk, VA
  • DATE: December 2009
  • CLIENT: ASAP Industries, LLC
  • Client Description: A full service, API certified, precision machining and fabrication business that specializes in the manufacture, repair, and refurbishment of equipment used in the drilling and production of oil and natural gas
  • Transaction Description: Advised on the recapitalization by Hudson Ferry Capital and the ASAP Management Team
  • TYPE: Majority Recapitalization
  • Client Location: Houma, LA
  • DATE: December 2008
  • CLIENT: Sharon Stairs
  • Client Description: A leading designer and specialty manufacturer of steel egress stair systems for commercial applications and a portfolio company of Alliance Holdings, Inc.
  • Transaction Description: Advised on the sale to Worthington Integrated Business Systems
  • TYPE: Company Sale
  • Client Location: Akron, OH
  • DATE: June 2008
  • CLIENT: Paladin Tools
  • Client Description: A leading provider of hand tools and accessories for the communications wiring industry, including computers, networks, telephones, home entertainment and other applications
  • Transaction Description: Advised on the sale to Greenlee, a subsidiary of Textron, Inc.
  • TYPE: Company Sale
  • Client Location: Oilville, VA
  • DATE: December 2007
  • CLIENT: Spencer Turbine Company
  • Client Description: A market leader in the air and gas handling systems market, offering high-end blower, vacuum, and gas booster solutions to industrial, commercial, municipal, and institutional customers
  • Transaction Description: Advised on the sale to Alliance Holdings, Inc.
  • TYPE: Majority Recapitalization
  • Client Location: Windsor, CT
  • DATE: May 2007
  • CLIENT: Garsite
  • Client Description: A leading manufacturer of vacuum tanks, refined fuel tanks, and aviation refueler trucks and a portfolio company of 13i Capital Corporation
  • Transaction Description: Advised on the sale to Walker Industries, a portfolio company of Insight Equity
  • TYPE: Company Sale
  • Client Location: Kansas City, KS
  • DATE: April 2007

Industrial 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 […]

  • July 2, 2018 -
    Matrix Announces the Successful Sale of NEMO Oil Company

    RICHMOND, VA – July 2, 2018 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent middle-market investment bank, is pleased to announce the sale of NEMO Oil Company, d/b/a New England Motor Oil (“NEMO” or the “Company”) to a subsidiary of a publicly-traded company.  The transaction closed on June 29. Founded in 2000, NEMO is a leading lubricants distributor to customers throughout New England.  The Company has a nearly two-decade relationship as a Motorcraft bulk oil distributor, servicing a broad range of customers, including Ford dealers and tire and service chains.  Headquartered in Lawrence, MA, NEMO has benefited from its favorable positioning in servicing the robust markets of Boston and Concord, in addition to the broader New England geography. John Pluck, founder of NEMO commented, “We are excited to enter this next chapter for NEMO.  The overlapping footprint between our business and the acquirer’s will certainly benefit our collective customer bases for years to come.  Perhaps most importantly, we are overjoyed that our valued employees will be retained by the acquirer.” Matrix served as exclusive financial advisor to NEMO, which included valuation advisory, marketing the business through a confidential, structured sale process, and negotiation of the transaction.  The transaction was led by David Shoulders, Managing Director and William O’Flaherty, Vice President.  Robbie Nickle, Associate, also advised on the transaction. Regarding Matrix’s services, Mr. Pluck noted, “Matrix was able to run an expedited and efficient process that yielded an excellent outcome for our family and the business.  We sincerely appreciate the efforts of David, William, and Robbie.” Mr. Shoulders added, “We were thrilled to have been engaged by the Pluck family to assist them in the sale of their business.  We’re pleased to have found an outcome that met all of the shareholders’ objectives.” Murtha Cullina LLP served as legal counsel for NEMO.

  • 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.”

  • March 2, 2018 -
    Matrix Announces the Successful Sale of Connecticut Warehouse Distributors, Inc. and its Subsidiaries

    RICHMOND, VA – March 2, 2018 – Matrix Capital Markets Group, Inc. (“Matrix”), a leading, independent middle-market investment bank, is pleased to announce the sale of Connecticut Warehouse Distributors, Inc. and its subsidiaries (the “Company” or “CWD”) to Elliott Auto Supply Co., Inc. d/b/a Factory Motor Parts. The transaction closed on February 26. Headquartered in Branford, CT, CWD was established by John Pluck, Jr. in 1996 with a vision to grow into the leading automotive aftermarket parts distributor throughout New England. Over the next three decades, as day-to-day operations transitioned to Mr. Pluck’s four sons, the Company established itself through its focused two-step distribution model, broad product portfolio, and ability to service both heavy-duty and light-duty markets. Today, the Company operates over 400,000 square feet of warehouse space across four distribution facilities and offers same or next day delivery service throughout New England. Additionally, CWD has established itself as the largest distributor of Motorcraft and AC Delco aftermarket products in the region, a Cole Hersee Master Distributor, and the sole distributor for Truck-lite in the United States. Patrick Pluck, Vice President of CWD commented, “This is an excellent result for our valued employees and customers. Factory Motor Parts has established itself as one of the premier national distributors of premium original equipment and name brand automotive parts. Their commitment to their customers is unmatched. We are thrilled to join the Factory Motor Parts family.” Todd Heldt, Executive Vice President of Factory Motor Parts added, “We at FMP are delighted to welcome CWD to the FMP family. We share so many of the same values and look forward to meeting and exceeding the unique needs of each of our new customers.” Matrix served as exclusive financial advisor to CWD, which included valuation advisory, marketing the business through a confidential, structured sale process, and negotiation of the transaction. The transaction was led by David Shoulders, Managing Director and William O’Flaherty, Vice President. Robbie Nickle, Senior Analyst and Martin McElroy, Analyst also advised on the transaction. Regarding Matrix’s services, Patrick Pluck noted, “Our family has owned and operated CWD for over three decades, and in that time, one of the best decisions we made was to hire Matrix to represent us in the sale of our business. We were extremely impressed by the level of attention and commitment we received throughout the transaction process, and would highly recommend the Matrix Consumer and Industrial Products Team.”  

  • 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.  

  • July 6, 2015 - Richmond, VA
    Matrix Healthcare Group and Industrial Products Group Announce Transaction Closings

    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 PLC.  David Keys, who leads the Healthcare Group at Matrix, David Endom and Brady Hill assisted Arista in creating and maintaining a competitive dynamic among a select group of industry participants that resulted in a successful sale for Molins PLC. In addition, Matrix is pleased to announce the recapitalization of Narcote, LLC (“Narcote” or the “Company”) with LNC Partners (“LNC”). Narcote, headquartered in Piney Flats, TN, is a leading provider of technical textile solutions, including coated and laminated composite fabrics. LNC is a Reston, VA based private investment firm with over $235 million of capital under management. Cary Green, CEO of Narcote, along with Rolf Rupprecht, Executive Vice President, will own a substantial stake of the Company alongside LNC. Exiting shareholders include Charles Green and Harbert Mezzanine Partners II, LP. Matrix served as exclusive financial advisor to Narcote. The transaction was led by Mike Morrison, David Shoulders, William O’Flaherty and Pratik Thakral. David Shoulders, Director at Matrix, commented, “Cary has built a tremendous business and we are thrilled to have represented him and the Company during this process. We are confident the partnership between Cary, Rolf and the LNC team will allow Narcote to realize the numerous growth opportunities that exist.  LNC’s ability to provide both the equity and debt for the transaction streamlined the process and allowed for an expedited closing.” Cary Green commented, “I am excited to invest alongside LNC. I think this transaction will help us expand our capabilities and continue to serve our growing customer base.” He continued, “Matrix has done an outstanding job managing our transaction. Their process certainly identified the ideal partner to continue to grow Narcote’s market presence.” “We have been very impressed with Cary Green and the organization he has built, and are eager to support the growth initiatives that Narcote will continue to pursue,” added Mark Raterman, Managing Partner at LNC. “Cary and Rolf are tremendous operators and are precisely the type of individuals we seek as partners. We are excited for the opportunities this combination presents.” Baker, Donelson, Bearman, Caldwell & Berkowitz, PC acted as legal advisor to Narcote in the transaction. LNC was represented by Moore & Van Allen, PLLC.    

Industrial 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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