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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.

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.

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.

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.

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.

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

  • “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.
  • “We’re very grateful for the guidance and insight Matrix provided to help Giant Eagle secure this growth opportunity. At GetGo, our positioning of taking the ‘cons out of convenience’ means we offer the highest quality fresh foods, products and services to our customers. Our acquisition of the Ricker’s chain supports this strategy, and we look forward to bringing together the best of both businesses in Indiana.”

    Polly Flinn, Executive Vice President
    Giant Eagle, Inc.
  • “Selling a company you have built from the ground up is a tough decision. You are concerned that your employees and customers will continue to be taken care of, and Matrix helped us achieve this goal. During the valuation process and through the entire sales process, the individuals that represent Matrix were professional in every manner. Our experience with Matrix was exceptional.”

    Don Newton, President and Co-Owner
    Superior Transport, Inc.
  • “Our experience with Matrix was exceptional. Their professionalism and experience was instrumental in developing a competitive bid process and their expertise in the petroleum distribution and convenience retail space created a broad spectrum of prospects. As a legacy, family owned marketer, it was very important that we partnered with a buyer of integrity and character for our employees, our customers and our supplier partners. Matrix was instrumental in achieving a successful sale on all fronts.”

    Edward Hough, President
    Leonard E. Belcher Inc.
  • “Spencer Cavalier and the team from Matrix did an outstanding job of representing us in the sale of our Home Heat and Commercial Fuels Division. The process that they employed to move us through this carve out was very effective. We enjoyed working with their team and thank them all for their hard work.”

    Brian Burrow, President
    Campbell Oil Company