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Municipal Advisory

MUNICIPAL ADVISORY

Not-for-profit organizations are often looking for capital funding to maintain and grow their market share and services. At Matrix, we take navigating the financial markets off your to do list, so that you can focus on your day-to-day operations. We understand the challenges that organizations face, balancing capital needs with debt capacity. Serving as your independent registered municipal advisor (“IRMA”), our professionals focus on achieving and implementing the optimal capital strategy within the context of your long-term goals.

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 has helped Best Oil management review its strategic options since 2008. When the decision was made to sell we chose Matrix for their extensive industry expertise and professionalism. The Matrix team did a great job of leading the sales process and maximizing the value of the Little Store division, the wholesale supply operations, and the transportation division. They helped guide Best Oil management through the sale process, worked with Best Oil’s legal counsel to negotiate the transaction and helped manage the due diligence and closing process. We greatly appreciate the job the Matrix team did.

    John McKinney, President
    Best Oil Company

  • “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

  • “Mike Morrison and the Matrix team brought an unparalleled level of industry expertise and transactional oversight to this process.  I truly appreciate the role Matrix played in creating an excellent outcome for our shareholders and securing a strategic partner for Rossi American Hardwoods going forward.”

    Ted Rossi, President
    Rossi American Hardwoods

  • “This was a tough process; bittersweet.  I could not imagine attempting to navigate these waters without the knowledge and support of Matrix and their team of professionals.”

    Scott Stipp, President
    District Petroleum Products, Inc.