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Matrix 2019 Year In Review

As we reflect on 2019, we would like to take this opportunity to thank our clients for the privilege of working with them, and we appreciate the trust they placed in us as their advisor.

Our investment banking professionals are passionate about helping our clients achieve the best result possible and are proud to have successfully completed 22 engagements firmwide in 2019. These included 13 sell-side M&A transactions (ten company sales and three corporate carve outs), one buy-side advisory transaction, and eight valuation assignments for the purposes of exit and/or estate planning. Transaction value totaled nearly $900 million.

This past year also marked the launch of the “Principal Imperative”. This highly specialized program is led by our business consulting group, Matrix Consulting Services, and provides business owners and industry executives in the Downstream Energy & Convenience Retail industry with an opportunity to actively participate in a proven business strategy process. This comprehensive management system ultimately generates growth and drives financial returns, as well as addresses ownership, management and succession challenges. 2020 courses are now open for enrollment.

Last year provided many growth opportunities for our firm as well. We would like to recognize those individuals whose exceptional contributions to Matrix and our clients resulted in promotions, as well as highlight the addition of several new professionals to our growing team. We are delighted at their success and look forward to their continued achievements in the years to come.

Since its founding in 1988, Matrix has advised on more than 450 engagements. This track record of success is reflected in the great work we do for our clients, and the valued relationships we have established and maintained over the years. “The Matrix Principle”, which embodies the firm’s core values of integrity, hard work and independence, is as important today as it was thirty-two years ago, and remains the foundation for each client engagement.