The Capital Advisory Investment Banking Group (“CAG”) at Matrix actively advises operating companies on all phases of the capital raising process by delivering bespoke financing solutions in support of client growth initiatives. In serving as an outsourced capital markets function, CAG provides high-touch, executive level resources to businesses navigating the increasingly complex debt & equity markets when raising the capital necessary to facilitate organic/acquisitive growth to major capital expenditures to shareholder liquidity. Through a structured process, our professionals work closely with clients to evaluate existing capital structure, model performance scenarios, and develop the ideal go-to-market strategy while also interfacing directly with intermediaries and investors to limit the strain on management teams/financial sponsors.
Both CAG and Matrix as a whole offer deep sector expertise across a wide range of industries and forms of capital, which is extremely important in optimizing outcomes and ensuring investor receptivity. We maintain established relationships with over 400 providers and, through consistent dialogue and transaction experience, utilize those relationships to secure the best possible combination of price, proceeds, flexibility, and strategic partnerships to meet our clients’ specific goals. We have one mission when representing our clients: unqualified advocacy.
Capital Raising Process
Additional Advisory Expertise
Our team of bankers is well-versed across the credit spectrum and with a variety of financial products and transaction sizes. Our bankers’ previous experience includes:
Whether representing public, closely-held, sponsor-backed, or not-for-profit companies, Matrix brings a high level of market know-how, professionalism and tenacity when representing our clients, as well as functional expertise when executing on their behalf. Our knowledge helps us develop the optimal cap structure; our experience aligns the needs of the Company and the investor; and, equally as important, our independence allows us to be objective without bias or conflict when selecting the best path to raising capital for our clients.
John serves as Head of the Capital Advisory Investment Banking Group and is responsible for client development, all facets of capital intermediation and transaction execution, as well as advising clients on capital structure & efficiency, liquidity, and go-to-market strategy. Having structured, underwritten, and executed $200B+ of complex debt transactions as lead arranger, John is well-versed in the bank loan, leveraged finance, structured credit, and private debt markets.
John joins Matrix after a 30-year career at M&T Bank Corporation. As head of M&T’s Investment Banking practice, he founded and was responsible for all components of the Bank’s Debt Capital Markets platform, as well as the Bank’s Leveraged Finance and Private Equity/Sponsor Coverage businesses, the Corporate Finance/Mergers & Acquisitions team, the Alternative Asset portfolio, and Corporate Securities origination function. He served on the Bank’s Senior Loan Committee, Alternative Asset Committee, Securities Transaction Approval Committee, and arbitrated all market risk positions assumed by his teams.
John’s industry experience includes extensive work in healthcare, food & beverage, transportation & logistics, financial institutions, consumer products, and general industrial (including building products, specialty chemicals, and paper & packaging). Throughout his career, he has structured and led complex bank loan market transactions (pro-rata, ABL, institutional term loans), non-bank direct lender credits, uni-tranche structures, second lien, mezzanine and bridge loans.
He serves on the Board of Directors for Property Insurance Company of America, Inc., Juvenile Diabetes Research Foundation, Health Care Initiatives, LLC, and various other non-profit entities. John received his Bachelor of Arts degree in English and History from Williams College.
Ryan is a member of the Capital Advisory Investment Banking Group and is responsible for new client development and co-managing all aspects of client transactions. Having structured, underwritten, and executed $50B+ of complex debt transactions as lead arranger, Ryan is well-versed in the bank loan, leveraged finance, structured credit, and private debt markets.
Ryan joins Matrix after a 14-year career at M&T Bank Corporation. As a Vice President in M&T’s Debt Capital Markets platform, Ryan led all facets of capital intermediation and transaction execution, as well as advising clients on capital structure & efficiency, liquidity, and go-to-market strategy.
Ryan’s industry experience includes extensive work in retail automotive, seasonal retailers, transportation & logistics, mortgage servicing rights (MSR) financing, and general industrial (including building products, and specialty chemicals). Throughout his career, he has structured and led complex bank loan market transactions (pro-rata, ABL, institutional term loans), non-bank direct lender credits, uni-tranche structures, second lien, and mezzanine loans.
Ryan received a B.A. from Hobart and William Smith Colleges, and an M.B.A. from Johns Hopkins University. He is also qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).