Advisory Services
Capital Advisory
Capital availability, capital access, and capital options are the three top priorities of any business owner and management team
Whether investing in growth, managing shareholder liquidity, and/or funding working capital, the Capital Advisory Group at Matrix helps public, private, and not-for-profit clients navigate the increasingly complex capital markets landscape when contemplating events ranging from refinance strategies to complete recapitalizations.
Capital Markets Update
With the goal of keeping our existing and future clients current on the debt and equity capital markets and informed of real time market trends, we will be providing quarterly relevant financing market data, deal anecdotes, and current market observations.
Read our Q3 2024 Capital Markets Update here
Types of Capital Raised
- First-Lien/Senior-Secured and Unsecured Bank Loans
- Second-Lien/Split-Lien
- Mezzanine Debt
- Unitranche Facilities
- Sale Leaseback
- Bridge Financing
- Unregistered Private Placements
- High-Yield and Investment Grade Bonds
- Minority Equity
- Convertible Preferred Equity
- DIP Financing/Restructurings
Types of Investors
- Commercial and Investment Banks
- Direct Lenders / BDCs / Private Credit Strategies
- Institutional Investors (CLOs and other Structured Vehicles)
- Insurance Companies
- Special Credit Funds
- Private Equity Firms
- Family Offices
- Hedge Funds
- Mutual Funds
- Restructuring, Distressed, and Special Situation Lenders
Related Transactions
We like to say we’re known for the work we do and are proud to support our clients in making critical business decisions. Explore some of our recent transactions.
The Matrix team offered unparalleled support and deep insights during the entire process, from the initial valuation project to the execution of the recapitalization mandate. Their unwavering dedication and adaptability, along with their efficient execution, resulted in a positive outcome for all stakeholders. Their comprehensive expertise and experience, in both valuation assignments and capital advisory mandates, played a crucial role in us selecting Matrix and ensuring success in a complex recapitalization.
Trevor McDowell, President & CEO, Watershed Car Wash
