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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

  • “We are very happy that all of our employees will remain with Pep-Up including General Manager Marty Kemp, and we expect a smooth transition for all of our customers. We are also extremely pleased with how Matrix handled the transaction. Their thorough preparation of the sale memorandum package facilitated a smooth due diligence process for all concerned.”

    Bill Bagwell, President
    Bagwell Gas & Oil Company

  • “The Matrix deal team worked tenaciously to guide this extraordinarily complicated transaction to closure. They saw the tremendous fit between our desire for a long-term, growth oriented partner and McCarthy’s unique understanding of the industry, and provided sound analysis and counsel to both sides throughout the process. We look forward to working with Matrix on our next transaction.”

    Todd Flemming, President & CEO
    Advantor

  • “This is an excellent result for Butler and our valued employees. We are thrilled to partner with the Sauder team to construct new ways to deliver value to customers in our respective markets. We also appreciate the tremendous efforts of Matrix Capital throughout the transaction. They exceeded our expectations in every respect.”

    Larry Giaimo, President
    Butler Woodcrafters, Inc.

  • “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

  • “I greatly appreciate the service that Matrix provided finding the best purchaser for the motor fuel portion of my business. I chose Matrix because of their expertise in completing transactions in the fuels distribution space. I would recommend Tom, Cedric and Matrix to anyone ready to sell their business.”

    D.W. Porto, President
    Alta East, Inc.