Stephen Lynch is a Managing Director and member of Matrix’s Downstream Energy & Convenience Retail and Automotive Aftermarket Investment Banking teams. He is responsible for new client development and leads all aspects of transaction execution for company sales, corporate carve-outs, capital raises, recapitalizations, restructurings, valuations, strategic planning, and buy-side advisory engagements.
He has advised a broad range of clients, including petroleum marketers, convenience retailers, fuels distributors, and multi-unit automotive service providers. Additionally, Stephen has significant experience guiding companies through complex corporate carve-outs and bifurcated sale transactions involving multiple parties. Notable engagements include advising Giant Eagle, Inc. on the sale of its GetGo Café + Market convenience retail business and representing TBC Corporation in multiple transactions related to the sale of its NTB and Tire Kingdom automotive service centers and the subsequent sale of Midas International.
Prior to joining Matrix in 2011, Stephen worked in the Audit and Assurance practice of Deloitte, one of the Big Four accounting firms, serving both public and private companies across a variety of industries.
Stephen earned both a B.S. in Finance and a B.S. in Accounting & Information Systems from Virginia Tech. He holds the Certified Public Accountant designation, is a CFA Charterholder and member of the CFA Institute, and is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
INSIGHTS:
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- Automotive Aftermarket Sector Update – Fall 2025
- Automotive Aftermarket Sector Update – Summer 2025
- Automotive Aftermarket Sector Update – Car Wash Industry – Spring 2025
- Automotive Aftermarket Sector Update – Fall 2024
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part I: Gaining a Better Understanding of the Current EV Market Share
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part II: What is Important to Consumers?
- Electric Vehicles: Looking Past the Headlines and Evaluating the Numbers Part III: A Survey of the Current EV Charging Infrastructure in the United States
- The Tax Cuts & Jobs Act: Evaluating Its Potential Impact on M&A Transaction Investment Returns
- Valuing Synergies in M&A Transactions
- Demystifying the Master Limited Partnership
- Key Industry Graphs, Correlations and Insight – Resources & Tools to Better Understand Trends & Relationships Occurring in the Downstream Energy Industry
- A Period of Rapid Consolidation; the Effects of a Maturing Petroleum Industry and Other Major Factors Driving Consolidation