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

  • “Matrix’s in-depth understanding of our industry and their professional process were important factors in a successful transaction for all parties.”

    Mike Stoddard, President & CEO
    Aeriform
  • “Matrix did a great job in leading the sales process, maximizing value for our stores and working with our legal counsel to negotiate the transaction. We are pleased that TA will be maintaining our existing employees and vendor relationships. Along with our daughters, Shannon and Jennifer, we have operated our stores as a family business for 26 years and will truly miss the convenience store industry. It was not an easy decision to sell, however we are confident that our employees and customers are in good hands and look forward to seeing positive changes for them all. We appreciate each and every employee and customer. We greatly appreciate the hard work John Underwood and his team at Matrix, along with the law firm of Winthrop & Weinstine led by Mark Johnson, did in bringing things to a successful close.”

    Ed Seck, President
    Stop-a-Sec, Inc. and Seck Enterprises, Inc.
  • “The acquisition of Coastal Lumber is an important element in our approach to hardwoods investing and Matrix’s deep  experience in the sector was a key to pushing this transaction over the finish line.”

    Ben DeRosa, Partner
    American Industrial Partners
  • “Matrix’s guidance and professionalism was extremely helpful in the parties achieving a positive outcome. Working with Tom Kelso, Cedric Fortemps and their team was instrumental in seeing this transaction through to the end.”

    Carlos Fontecilla
    Biscayne Petroleum, LLC and Everglades Petroleum, LLC
  • “Michael McHugh and Matrix were instrumental in finding a home for our former Social and Family networks.  We were able to take the proceeds from the sale and re-invest in our expanding global fitness network.  As the purchaser, AllOver Media was able to bolster their core offerings.”

    François de Gaspé Beaubien, Chairman, Zoom Media
    Zoom Media