Vance is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for new client development and 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. He joined Matrix in 2006 and has extensive experience advising petroleum marketers, fuels distributors, and convenience store chains on various transactions. He has also advised municipalities and specialty retail chains and has advised financially distressed companies both inside and outside of bankruptcy proceedings. Prior to joining Matrix, Vance worked in the Business Assurance and Advisory Services Group for the public accounting firm of Keiter, Stephens, Hurst, Gary & Shreaves in Glen Allen, Virginia, where his experience included a variety of assurance engagements. Vance also held a senior associate position in the Treasury group of Capital One Financial Corporation.
Vance received a B.S.B.A. with concentrations in Finance and Accounting from Longwood University and an M.B.A. from Virginia Commonwealth University. He holds the Certified Public Accountant designation. He is also qualified as a FINRA General Securities Representative (Series 7), General Securities Principal (Series 24), Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79). He previously served on the Alumni Advisory Board for the Longwood University College of Business & Economics.
INSIGHTS:
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- Fuels Distribution and Convenience Retailing M&A Activity in 2023: Setting the Story Straight
- A Refresher on the Tax Cuts and Jobs Act Federal Tax Structure: A Steadying Force on the M&A Market Amidst an Uncertain Economic Backdrop
- Feasible or Fantasy? Recent Climate Acts and Carbon and Emission Reduction Initiatives
- Consolidation Carousel in the U.S. Propane Industry: A Historical Perspective & Outlook
- Maximizing After Tax Proceeds in Corporate Transactions ‐ Part One
- Maximizing After Tax Proceeds in Corporate Transactions Part Two: Purchase Price Allocation Considerations in the Sale of a Pass-Through Entity