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Mergers & Acquisitions

COMPANY SALES | RECAPITALIZATIONS | CORPORATE CARVE OUTS | CORPORATE RECOVERY | MANAGEMENT BUYOUTS | CAPITAL RAISES OF DEBT & EQUITY

SELL-SIDE M&A ADVISORY

  • Company Sales (Learn more here)

    • Matrix recognizes that deciding when to sell a company is one of the most important decisions that a business owner will ever face. Once engaged, we work ... Read More with business owners to gain a deep level of insight by identifying their company's strengths and weaknesses; assessing the operations and management team; thoroughly researching the industry; and evaluating the company's current and future financial positions. We help our clients evaluate exit options and provide an unparalleled level of expertise, guidance, and determination to our clients throughout the entire engagement. Each and every sale process is customized to ensure that maximum value is achieved and the client's needs are met. ... Show Less

  • Recapitalizations

    • A recapitalization gives business owners the opportunity to sell a portion of their company while still maintaining a significant ownership stake - in essence creating liquidity ... Read More and risk diversification today, while setting the stage for a second "bite of the apple" down the road. These transactions enable business owners to partially cash out of their investment in the business and capitalize on the enormous amount of sweat equity they have contributed over the years.   It is very different from a complete sale of the company. The controlling shareholders continue as partners and managers of the company and the new partners are typically a private equity group that share the ownership's culture and vision for the future of the business. ... Show Less

  • Corporate Carve Outs

    • Competitive market dynamics and client's preferred business models are frequently subject to change. Certain assets or specific divisions may not yield ... Read More an adequate return on investment. Unique opportunities to grow in other regions or business segments may require that capital be raised through the divestment of less productive assets. We have substantial experience working for clients that are looking to optimize the assets in their portfolio. We work with our clients to analyze, identify and value assets that are candidates for divestment. We also design and propose the process by which to extract the most value for these non-core assets. We execute value-maximizing mandates that can include sales of entire divisions, sales to effectuate a market withdrawal, channel-of-trade conversions, or underperforming asset sales. ... Show Less

  • Corporate Recovery

    • We specialize in providing comprehensive strategies for companies that are contemplating filing for bankruptcy protection, have filed for bankruptcy protection, ... Read More or companies that are operationally and/or financially distressed. Our services, ranging from asset sales or divestitures to equity and debt placement are designed to support the goals and restructuring plans of our clients and their turnaround professionals. This may include the total or partial sale of the company's assets or a successful recapitalization and reorganization outside of the bankruptcy process or under Chapter 11 protection. Matrix represents private business owners, senior secured, second lien and unsecured creditors and creditors’ committees, private equity groups, and other institutional equity holders and equity committees that are facing difficult financial situations, as well as prospective acquirers of financially distressed companies. ... Show Less

BUY-SIDE M&A ADVISORY

  • Management Buyouts

    • When a corporation plans to divest an operating division, it will often offer the business unit to the management team of that division - certainly an exciting and challenging opportunity - one that deserves the attention of advisors who have experience dealing with the intricacies of such a transaction. ... Read More Matrix has represented management teams throughout the entire purchase process, from raising the necessary capital to finance the purchase of their company from its current corporate or individual shareholders, to closing deals with aggressive timetables. Through our extensive network of resources, we are able to raise both the debt and equity that is required to support management teams that may have limited resources. ... Show Less

  • Capital Raises of Debt & Equity

    • Business owners and managers often face frustrating and challenging issues related to meeting the capital requirements of a company. Typically, ownership and management understand the operating initiatives that need to be accomplished to move forward, but are impeded by financial constraints or other non-operating difficulties. ... Read More We have relationships with hundreds of banks, non-bank lenders, second lien and tranche B lenders, subordinated debt/mezzanine lenders, private equity and the hedge fund communities and are in contact with them on a daily and weekly basis. We have the experience and relationships to help solve capital issues for business owners, clearing the path for management to focus on the daily operation of the company. ... Show Less

What our Clients Are saying

  • “Within eight months our transaction was complete and we had the knowledge and peace of mind we had received the maximum value under the most favorable terms and conditions. Matrix is known for the work they do.  Our success story is proof of that.”

    Joe Hart, President
    Peterborough Oil
  • “I would like to thank all of our employees who helped build our company over 37 years. Coming to the U.S. with only $100, my parents are the epitome of the American Dream. This was a very difficult process to go through, but having a team like Matrix made it much easier. They made sure that every detail was considered to ensure we were in the best possible situation. Our family is also thankful to our legal team led by Richard Few and his associates at Parker Poe for guiding us through the legal process.”

    Shrivastava-Patel, President
    Carolina Convenience Corporation
  • “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.
  • “Matrix, who has previously performed valuation work for the Company, did a splendid job offering a choice of four bank proposals.  RBS Citizens was chosen because of their cash management and industry expertise.”

    Jack Pester, Chairman
    Pester Marketing Company
  • “Without Matrix’s guidance on this very complicated transaction, a successful consummation would have been difficult. I also can’t say enough about the solid organization, customer base, and supply chain that Darryl Harman has built. I am excited about the opportunity to develop the RESCO brand in the traditions that have made it great.”

    Mike Bourn, CEO
    Richmond Electric Supply Company, Inc.