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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

  • “After selling the commercial, municipal and transportation businesses back in April, Gary and I reevaluated whether it made sense to continue in the retail business.  After much consideration, we decided it was time to move on to other opportunities.  It was not an easy decision for us to sell the retail and wholesale businesses our family spent 60 years building.  We have had many great relationships with our retail and wholesale customers over the years, and we believe the buyer will be a great fit for our customers going forward.  Matrix did an excellent job on getting the sale completed and worked diligently with the Martin Eagle team on both transactions. We really appreciate their meticulous attention to detail and all their hard work.”

    Steve Martin, President of Operations
    Martin Eagle Oil Company

  • “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.

  • “During the entire sales process, the analysts and individuals that represent Matrix were professional in every manner. I firmly believe that our Company obtained not only the broadest regional coverage exposure possible but a representative national exposure to qualified buyers as well.”

    John Baker, Owner
    Harbor Petroleum of New England, Inc.

  • “Matrix did a magnificent job orchestrating the recapitalization of Excel Homes, Inc. Through the negotiating stages and settlement process, Matrix was a clear thinking, helpful advisor. They helped us realize we were undervaluing the company and through solid analysis recommended a financial buyer with the proper fit. We were very pleased with the outcome.”

    Perry Bolton - Bolton/Langley & Associates
    Excel Homes

  • “We greatly appreciate the advice and expertise that Matrix provided in the sale of the Company.”

    Peter and Bill Anest, Owners
    State Oil Company