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

  • “The Matrix Team did a tremendous job on this very complicated transaction. Given the prolonged downturn in the residential and commercial construction markets over the last several years, this transaction was a good outcome for the Company, it’s shareholders and the community of Lawrenceville, VA.”

    Marvin Thomas, CEO
    Lawrenceville Brick, Inc.
  • “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.
  • “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.
  • “We appreciate the advice, hard work and creativity Matrix provided in marketing our Company.”

    Jimmy Patton, President
    Triton Marketing, Inc.
  • “The Matrix team provided us with first rate representation and advice throughout the process.  Their knowledge of the industry and process combined with responsiveness and dedication was invaluable.”

    Johannes Burlin, President
    Safe Foods International Holdings, LLC