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

  • “Matrix did an outstanding job of identifying a partner that both shared my vision and accomplished my goals in this transaction without a prolonged and time-consuming auction process. I look forward to the opportunity to partner with J.H. Whitney and to continue to serve all of our customers’ needs.”

    Stephen Fogler, President
    Stevens Manufacturing
  • “We appreciate the guidance and efforts of the Matrix team who worked tirelessly to bring this transaction to a close. They did an excellent job putting the transaction together and we were very pleased with the outcome.”

    Charlie Gonzales, Managing Director
    Albion Investors
  • “This was a complex assignment due to the number of entities involved, the decentralized nature of our operations and the diversity of goals for the shareholder base. The Matrix team overcame every obstacle and guided us to a successful transaction for all concerned. I would recommend Matrix to any ownership group considering a transition.”

    Bill Updike, President
    CMA Supply Co., Inc.
  • “We greatly appreciate Matrix Capital’s efforts to assist us in closing the (eatZi’s) transaction. They were tireless in their efforts to achieve an extremely attractive transaction structure in a very compressed timeframe.”

    Phil Romano
    eatZi’s Market & Bakery
  • “We look forward to partnering with Vance Street and pursuing several exciting strategic initiatives.  We also appreciate the tremendous efforts of Matrix throughout the transaction.  The depth of their team and the attention our transaction received was beyond our expectations.”

    Charlie Poe, President
    Southern Filter Media LLC