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Corporate Advisory

CORPORATE VALUATIONS & FAIRNESS OPINIONS

Corporate Valuations

Matrix provides business valuation services to companies and their underlying securities – including common equity, partnership and limited liability company interests, convertible and preferred securities, options, warrants, and debt instruments. Both formal and informal valuations are provided for the following purposes: short and long-term corporate planning, solvency and capital adequacy opinions, fairness opinions, purchase price allocations, buy-sell agreements, financial acquisition/divestiture, strategic acquisition/divestiture, take private transactions, estate and gift tax planning, and estate settlement.

Fairness Opinions

Matrix’s transaction opinion advisory services allow business owners, boards of directors, and special committees to fulfill their fiduciary responsibilities by providing comprehensive analyses and unbiased opinions about the financial fairness of pending transactions. Our independence, intellectual rigor, and industry expertise position us as a trusted advisor for clients. Representative situations include: Sell-side and buy-side M&A transactions, asset divestitures, going-private transactions, related party transactions and drop down transactions.

What our Clients Are saying

  • “Jones & Frank hired Matrix Capital because they promised us strong interest from a broad universe of Private Equity investors. We were very pleased with the reception we received in the financial community and are thankful that we had Matrix representing us. They were highly professional, thorough, and maintained strong control over the recapitalization process. I would be willing to share my endorsement with anyone that was interested.”

    Sterling Baker, President & CEO
    Jones & Frank Corp.

  • “We are very pleased to have transitioned the ownership of our business to a buyer committed to the continued success and long-term growth of Budget Signs.  The Matrix team proved to be extremely valuable in running a highly  disciplined process that identified a buyer that satisfied the objectives we were looking to accomplish.”

    Ed Armentrout, President
    Budget Signs, LLC

  • “What I was seeking most in my advisor was not only a set of skills and relationships that could help us achieve the mission quickly, but more importantly, I was looking for people with whom I could retain a long-term relationship. I found those people at Matrix.”

    Robert Dion
    New England Surfaces

  • “The Matrix team did a great job of representing us throughout the entire process, and I would not hesitate to recommend them to anyone considering their services in the future.”

    David Herndon, Chief Executive Officer
    Herndon Oil Corporation

  • “Matrix achieved an exceptional outcome for my family, the Coxe Companies and our nearly 80 valued employees. Matrix’s expertise and contacts in the industry were tremendous assets throughout the transaction and we are appreciative of their efforts.”

    Tom Coxe, CEO
    The Coxe Companies