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

  • “I appreciate Matrix’s strategic review of our business and management of the sale process, which has helped us achieve greater enterprise value.”

    Joe Topper, CEO
    Lehigh Gas

  • “I have been the ‘shepherd’ of the F.L. Roberts’ company assets for over forty years and have been fortunate to lead Roberts with the help of a talented executive and advisory team adding very successful ventures in other related business spaces.  Many of these ventures have become consumer favorites in our region.  Selling was the most difficult challenge I have ever had to face.  Matrix quickly grasped the meaningfulness of our asset mix and how to capitalize on the significant value our team had created.  This was a challenge they crafted into a successful sale strategy.  I am very indebted to their talented team.”

    Steven Roberts, CFO
    F.L. Roberts and Company, Inc.

  • “The team at Matrix provided outstanding guidance to us during this transaction. They were professional, informative and personable, making the process extremely easy and comfortable for us. Their industry knowledge and financial expertise helped us maximize our marketability.”

    Mike Cerillo, President
    Board Dudes

  • “Matrix ran an orderly process, allowing us to realize our business and financial objectives.”

    Lock Wills, President and CEO
    The Wills Group

  • “Matrix did a great job representing the best interests of both our shareholders and employees. We were looking for the right buyer that would be the best fit for our employee culture and also achieve the desired price and transaction structure.  Selling the stock of a 65 year legacy company was a complicated transaction and Matrix provided a high level of professional guidance and support throughout the entire process.  It was more than just a “deal” to Matrix – they sincerely guided us through the financial complexity and emotions involved with the transaction.”

    Gary Vander Vorst, President and CEO
    Erickson Oil Products, Inc.