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

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

  • “We greatly appreciate the services Matrix provided as we made the decision to exit this aspect of our business. We chose Matrix because of their demonstrated expertise in completing transactions in motor fuels distribution.”

    Michael Evans, President
    Atlas Oil Company

  • “Our experience with Matrix was exceptional. Their professionalism and experience was instrumental in developing a competitive bid process and their expertise in the petroleum distribution and convenience retail space created a broad spectrum of prospects. As a legacy, family owned marketer, it was very important that we partnered with a buyer of integrity and character for our employees, our customers and our supplier partners. Matrix was instrumental in achieving a successful sale on all fronts.”

    Edward Hough, President
    Leonard E. Belcher Inc.

  • “When we approached Matrix, we asked them to explore alternatives to create liquidity for a departing shareholder.  Their marketing efforts generated attractive opportunities from a wide range of capital providers; however, we ultimately decided that a minority capital raise through a senior debt instrument was the right solution and best achieved our objectives.  The Matrix team was extremely professional throughout the process and did an excellent job managing a highly complex transaction.”

    Bryan Johnson, CEO
    Shades of Light, LLC

  • “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.

  • “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.