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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

  • “Matrix did a great job in leading the sales process, maximizing value for our stores and working with our legal counsel to negotiate the transaction. We are pleased that TA will be maintaining our existing employees and vendor relationships. Along with our daughters, Shannon and Jennifer, we have operated our stores as a family business for 26 years and will truly miss the convenience store industry. It was not an easy decision to sell, however we are confident that our employees and customers are in good hands and look forward to seeing positive changes for them all. We appreciate each and every employee and customer. We greatly appreciate the hard work John Underwood and his team at Matrix, along with the law firm of Winthrop & Weinstine led by Mark Johnson, did in bringing things to a successful close.”

    Ed Seck, President
    Stop-a-Sec, Inc. and Seck Enterprises, Inc.
  • “Mutual has had a long business relationship with Matrix, and they have consistently done an outstanding job of managing a challenging process. Ed and I have been very pleased.”

    Steve Shaer, Owner
    Mutual Oil Co., Inc.
  • “The team at Matrix has been tremendous throughout this entire process. Their enthusiasm and dedication to finding the best transaction for my family and Certified Tire has been tireless. I would recommend Matrix to anyone and I am incredibly grateful for their efforts.”

    Jeff Darrow, CEO
    Certified Tire & Service Centers, Inc.
  • “We look forward to partnering with Vance Street and pursuing several exciting strategic initiatives.  We also appreciate the tremendous efforts of Matrix throughout the transaction.  The depth of their team and the attention our transaction received was beyond our expectations.”

    Charlie Poe, President
    Southern Filter Media LLC
  • “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