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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

  • “It has been a difficult decision for Steve Schaeffer and I to pass the torch, but we believe we have selected an outstanding partner in Baillie. We are also thankful for Matrix Capital’s guidance in navigating the process that led us to this decision and this exciting chapter in the company’s history.”

    Les Wagner, Co-owner
    Wagner Lumber
  • “I am excited about entering into this very unique business arrangement with O’Reilly.  Their dual-market strategy and commitment to serving professional installers (DIFM) and the DIY customer universe is a great fit with our tire and service business. This transaction possessed some unique characteristics and I appreciate the efforts of the Matrix team, which provided sound advice through every step of the process.”

    John Quirk, President and CEO
    VIP Auto Parts
  • “It was a pleasure to work with the professionals at Matrix on these transactions. The repositioning of capital within our market area is an important part of our strategy to acquire new sites, renovate existing sites, and own and operate sites consistent with our brand identity.”

    Joe Petrowski, Chief Executive Officer
    Cumberland Farms
  • “This facility should successfully service Fleet’s continued international growth plans by allowing us ready and cost-effective access to a variety of currencies in a manner that also allows us to effectively manage risk. Matrix was instrumental in the negotiations and played a vital role in closing the facility in a timely manner.”

    Bob Lemon, CFO
    C.B. Fleet
  • “Spencer Cavalier and the team from Matrix did an outstanding job of representing us in the sale of our Home Heat and Commercial Fuels Division. The process that they employed to move us through this carve out was very effective. We enjoyed working with their team and thank them all for their hard work.”

    Brian Burrow, President
    Campbell Oil Company