We're Known By The Work We Do.
| Print | Follow us
| Join our email list

Mergers & Acquisitions

COMPANY SALES | RECAPITALIZATIONS | CORPORATE CARVE OUTS | SPECIAL SITUATIONS | NOT-FOR-PROFIT TRANSACTIONS | 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

  • Special Situations

    • As a natural complement to our merger & acquisition advisory practice and our expertise in the placement of debt and equity securities, Matrix specializes in providing ... Read More financial advisory services to companies experiencing financial challenges. Our Special Situations Investment Banking Group has significant experience in providing comprehensive strategies for companies that have specific issues related to liquidity, debt maturities or covenant compliance, as well as those contemplating filing for bankruptcy protection or those who have filed in the past. In addition, Matrix also has extensive experience advising secured lenders, second lien, unsecured creditors and secured, priority or unsecured creditor committees.

      Matrix provides the expertise and leadership needed to assist companies and creditors in the planning and execution of successful financial restructuring initiatives inside or outside of bankruptcy. Our comprehensive services, combined with the efforts of our clients’ restructuring professionals, allow us to maximize value for the benefit of all stakeholders. Our services are provided with the highest level of confidentiality and professionalism and include:
      • Working with turnaround professionals to develop and implement restructuring plans and formal Plans of Reorganization
      • Managing the sale of all or a portion of the assets or equity securities of a company or mergers with strategic partners
      • Assisting with replacement financing or the renegotiation of existing debt securities
      • Arranging debtor-in-possession financing
      • Raising equity or mezzanine debt from investors specializing in special situations
      ... Show Less

  • Not-For-Profit Transactions

    • Matrix understands the significance of a Board's decision to explore an affiliation or transaction strategy. We specialize in guiding Boards and ... Read More Management teams through the challenges and tough decisions that are sometimes required to preserve services in the long-term interests of the community served. We are well-versed in a variety of different transaction structures across the partnership continuum, including membership substitutions, as well as in the range of transactions between not-for-profits and for-profits and the additional complexities that they bring. ... 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

  • “Our Board of Directors, executive management team, and Schmuckal family members explored many options before selecting Matrix to run a structured process and guide us through the sale of the family business. While it is emotional and challenging to sell a business, we felt the time was right for the family to find another company with the culture of a “family owned and operated” business to take our operation into the future. Matrix provided a high-level of professionalism and ran a very productive process that helped us accomplish our goal. We thoroughly enjoyed working with the Matrix team, including Spencer Cavalier, Andrew LoPresti, and Martin McElroy, and are genuinely excited for our customers, employees, and shareholders to be selling our business to True North Energy.”

    Kevin Severt, CEO
    Schmuckal Oil Company
  • “I have no doubt that RESCO’s partnership with the Locke team will be extremely beneficial for our valued customers, vendors, and employees.  I look forward to continuing to grow our footprint in the Mid-Atlantic and Southeast with the support of the Locke organization.  As this chapter of ownership closes, I am thankful to my partners at RTK for their commitment to the business over the past several years.  I am also extremely grateful to the team at Matrix for their guidance throughout this critical process.”

    Mike Bourn, CEO
    Richmond Electric Supply Co., LLC
  • “Our family has owned and operated CWD for over three decades, and in that time, one of the best decisions we made was to hire Matrix to represent us in the sale of our business. We were extremely impressed by the level of attention and commitment we received throughout the transaction process, and would highly recommend the Matrix Consumer and Industrial Products Team.”

    Patrick Pluck, Vice President
    Connecticut Warehouse Distributors, Inc.
  • “We couldn’t be more pleased with Matrix for their proven industry expertise, transactional insights, and dedication to supporting CHS on this project from our initial conversation through closing. Matrix delivered tenfold and our entire team enjoyed working with them.”

    Nicholas Colbert, Director of Corporate Development
    CHS Inc.
  • “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.