Matrix Celebrates Record Year in 2015, Announces Expansion of Industry Groups and Promotions
RICHMOND, VA – April 13, 2016 – Matrix Capital Markets Group, Inc. (“Matrix”) is pleased to announce that it successfully advised on 25 merger and acquisition transactions in 2015. We would like to thank all of our clients for the privilege of working with them this past year and appreciate the trust they placed in us as their advisor.
The transactions included sell-side and buy-side advisory on company sales, recapitalizations and corporate divestitures for family owned, private equity owned and publicly traded companies. Our 21 investment banking professionals, who serve clients in the Downstream Energy & Retail, Healthcare, Consumer & Industrial Products and Building Products industries are passionate about helping our clients achieve the best result possible and are proud to have advised on transactions totaling over $1.6 billion in 2015.
In addition, Matrix would like to recognize certain individuals whose continued contributions to the firm and the clients we serve resulted in recent promotions.
Sean Dooley, CFA, ASA is a member of Matrix’s Downstream Energy & Retail Group and has been promoted to Vice President. Since joining the firm in 2010, Mr. Dooley has been involved in over twenty successful transactions. He is a holder of the Chartered Financial Analyst designation and member of the CFA Institute. He received a B.S.B.A. with a concentration in Finance from East Carolina University.
Christian Klawunder has been a member of Matrix’s Downstream Energy & Retail Group since joining the firm in 2014 and has been promoted to Associate. Mr. Klawunder was previously an Analyst with Ewing Bemiss & Co. He received a B.B.A with a concentration in both accounting and finance, summa cum laude from Loyola University Maryland.
Matrix’s Downstream Energy & Retail Group and Healthcare Group have also added new team members.
Carlton Zesch, Analyst, who has been with Matrix since 2015 and has proven to be a valuable resource to multiple industry verticals within the firm, has joined Matrix’s Downstream Energy & Retail Group. He is a 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.
John Ellison, CFA, Associate, is now a member of Matrix’s Healthcare Group. Prior to joining Matrix in 2015, Mr. Ellison was an Associate with Ewing Bemiss & Company and an Equity Research Associate in the Engineering & Construction and Energy Infrastructure Group with BB&T Capital Markets. He graduated from the College of William & Mary with a B.A. in Finance and a second major in Economics. He is a CFA Charterholder and member of the CFA Institute.
About Matrix Capital Markets Group, Inc.
Matrix Capital Markets Group, Inc. is an independent, advisory focused, privately-held investment bank headquartered in Richmond, VA, with additional offices in Baltimore, MD and Chicago, IL. Since 1988, Matrix has provided merger & acquisition and financial advisory services for privately-held, private equity owned and publicly traded companies, including company sales, recapitalizations, asset divestitures, corporate recovery, management buyouts, capital raises of debt & equity, corporate valuations and fairness opinions. Matrix has served clients in a wide range of industries, including building products, business services, consumer products, downstream energy & retail, healthcare, industrial products and lumber. For additional information or to contact our team members, please visit www.matrixcmg.com.
Securities offered by MCMG Capital Advisors, Inc., an affiliate of Matrix Capital Markets Group, Inc., Member FINRA & SIPC.