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.
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.
It was not an easy decision to sell the company that we had built over the past century. The Matrix team provided professional guidance and advisory expertise throughout the entire process and were truly instrumental in securing a successful outcome.
Chris Riley, President, Community Service Stations, Inc.
