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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

  • “It has been a pleasure to work with Sean Dooley and Spencer Cavalier and the entire Matrix team over the last few months to successfully undertake and conclude this project. Their professionalism and expertise has exceeded any expectations that I might have had on how this endeavor might go. And I want to compliment the folks at SMO and The Wills Group as well for their outstanding cooperation to diligently consummate this project. Finally, I want to express my deepest appreciation to the employees of Jiffy Mart and Tevis Oil for their wonderful efforts to create and sustain a wonderful group of stores in our community over the past thirty years.”

    Jack Tevis
    Tevis Oil, Inc.
  • “The acquisition of Coastal Lumber is an important element in our approach to hardwoods investing and Matrix’s deep  experience in the sector was a key to pushing this transaction over the finish line.”

    Ben DeRosa, Partner
    American Industrial Partners
  • “Matrix, who has previously performed valuation work for the Company, did a splendid job offering a choice of four bank proposals.  RBS Citizens was chosen because of their cash management and industry expertise.”

    Jack Pester, Chairman
    Pester Marketing Company
  • “We are confident that our dedicated employees and loyal customers will be well taken care of by Molo Petroleum, LLC and Andeavor. Matrix did a fantastic job for us and I am very thankful for their professionalism throughout the entire process. Their thoroughness and attention to detail was extremely impressive.”

    Mark Ogren, President
    Croix Oil Company
  • “We made a strategic decision to divest this portion of our business based on certain trends occurring within our industry and our position within it. Matrix brought very good counsel and a highly disciplined process to the execution of our decision. Their efforts helped us transition smoothly and we are very pleased by the outcome.”

    Randy Seibert, President and CEO
    Manchester Marketing Incorporated