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Downstream Energy Business Consulting Group

MATRIX CONSULTING SERVICES

Matrix Consulting Services (“MCS”) is a business consulting group that focuses on helping businesses perform better within the highly competitive Downstream Energy & Convenience Retail industry. In addition to individual consulting with business owners and industry executives, the MCS Group provides an opportunity to participate in an innovative and experiential program, The Principal Imperative (“PI”). This proprietary, comprehensive business management system teaches business owners how to create and implement a business strategy that ultimately generates company growth and drives financial returns. The system also helps guide closely‐held businesses with ownership and management succession challenges. The program consists of four meetings per year and participation is limited to ten companies or less.

Click here to download the Matrix Consulting Services Brochure  |  Questions or comments? Please contact: Mel Strine, Director


This unique program is outlined in more detail below:

DURATION:

Meetings take place at the beginning of each quarter that includes both the principal and one key executive. The executive may change depending on the content focus for each meeting. The total process takes 12 months. The principal and executive will work together with other company participants and the Matrix facilitators to learn the Principal Imperative system, identify “right” practices, and build action strategies for implementation within their own leadership team.

EXPERIENCED INSTRUCTORS & FACILITATORS:

The PI experience was developed by instructors with years of hands‐on expertise leading and working closely with executives in the Downstream Energy & Convenience Retail industry and beyond. The program experience will be led by top‐notch facilitators and instructors supported by the Matrix transaction team. Their broad knowledge and industry expertise will offer participants a unique perspective on business development, valuations and current trends in the marketplace.

DISTINCT AND MEASURABLE SYSTEM:

The PI system guides principals and other company executives in the exploration of the company’s opportunities to build and expand their business, creating comprehensive plans to achieve long‐term success in a distinct and measurable manner. The learning and work expectations are rigorous. The PI system focuses on bottom‐line improvements that increase corporate value and long‐term company success. Participants who fully engage in the PI system, including completion of all on‐the‐job application activities, will be empowered with a new skill set that can immediately be put to use.

VARIED LEARNING MODALITIES:

Program learning is based on the 70/20/10 rule of adult‐learning. Ten percent of learning comes from the leading‐edge curriculum and guidance by the program instructors. Twenty percent comes from cohort sharing with fellow (noncompeting) participants, and 70% of learning comes from application and implementation experiences with the leadership teams from each company.

PROGRAM DESIGN:

Participants will meet quarterly (2‐day sessions) working with executive facilitators that bring hands‐on expertise and leading‐edge thinking to help participants develop a customized “Company Success Plan”. Participants will be assigned homework after each session to apply what they have learned and prepare for the next session. This is not a peer‐networking group that meets with a focus on sharing best practices or exchanging corporate financial measurements, nor is it an educational seminar focused solely on one aspect of training and development.

A NEW PERSPECTIVE:

The PI system and quarterly experiences promise to invigorate executives who attend, providing fresh thinking and problem‐solving techniques to enhance company leadership capabilities and drive increased company performance.

BUSINESS AND TALENT INTEGRATION APPROACH:

Over the 12 months, development of the long‐term “Company Success Plan” will also include putting together a comprehensive talent development plan. This plan will drive company alignment, define and connect the company strategy to the human capital strategy and set priorities for operational and financial targets. These plans enhance the implementation process and create lasting change with strong culture and governance policies for each company.

What our Clients Are saying

  • “Kocolene is pleased to be transitioning our loyal customers and dedicated team members to one of the respected leaders in the convenience store industry.  I feel all will benefit from this transaction long term, which was an important goal as we close a 77 year chapter of our company’s history.   We were very pleased with the services Matrix provided our management team as we navigated through the process.  Our goal to close this transaction was very aggressive.  We chose Matrix because of their demonstrated expertise in completing transactions efficiently.”

    Gary Myers, Chairman and CEO
    Kocolene Marketing, LLC
  • “The decision to exit the industry was a tough one for the Thoroughbred team. The founders, our fourth partner and attorney Mr. Ronald Tritschler, and all our great employees poured their lives into this company for nearly three decades. The relationships found and fostered will remain. This transition was certainly made easier with the help of Matrix, whose advice and guidance was essential to achieving a successful outcome.”

    Jay Hall, President & CEO
    Thoroughbred Energy, LLC
  • “Matrix did a fantastic job representing our company to achieve the best result for our family and employees and honoring our 47 year legacy. Matrix found us the right buyer that would be the best fit for our employees and also provide us with our desired transaction structure.  Throughout the entire transaction process, Matrix provided a high level of professional guidance and support and led us through all the financial complexities and emotions that accompany the sale of a family business.”

    Harold Crenshaw, Jr., President
    Crenco Food Stores, Inc.
  • “The decision to sell a family owned business like ours is never easy, especially when employees and franchisees have become part of your extended family. Our decision to engage Matrix to assist us with this process was as easy as it was obvious. Through the years we have had a number of opportunities to work with Matrix, and they always conducted themselves in a way that is commensurate with the high standards that we established for ourselves at Tedeschi’s. Their work is top notch, and the guidance that they provided us from start to finish was invaluable.”

    Peter Tedeschi, President and CEO
    Tedeschi Food Shops, Inc.
  • “It was not an easy decision for us to sell a part of Martin Eagle Oil that our family has built and run for over 60 years. We have had great relationships with our municipal and commercial customers over the years, and the Southwest Transport team has efficiently served and met all our customer delivery requirements. U.S. Venture will be a good fit for this business given their terminal located in Fort Worth and their overall investments in the Dallas-Fort Worth metroplex. Gary and I believe that U.S. Venture, also a family-owned company, will be a great place for our employees to continue their careers. I really appreciate all the efforts of the Matrix team in bringing this sale to fruition; they have worked tirelessly to market and complete the transaction.”

    Steve Martin, President of Operations
    Martin Eagle Oil Company