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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

  • “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
  • “We greatly appreciate the advice and expertise that Matrix provided in the sale of the Company.”

    Peter and Bill Anest, Owners
    State Oil Company
  • “Matrix’s guidance and professionalism was extremely helpful in the parties achieving a positive outcome. Working with Tom Kelso, Cedric Fortemps and their team was instrumental in seeing this transaction through to the end.”

    Carlos Fontecilla
    Biscayne Petroleum, LLC and Everglades Petroleum, LLC
  • “We feel that Konrad Hornschuch will be an excellent partner for O’Sullivan Films and the combination of our two companies offers tremendous potential. The team at Matrix provided invaluable advice to us throughout the entire transaction. They did an outstanding job in an environment where the dynamics were very complex.”

    Denis Belzile, President & CEO
    O’Sullivan Films
  • “The justification of locations and reallocation of capital to maximize potential return is a process that chains should periodically perform. It has also allowed us to refocus on our core assets.”

    Brian Darnell, Principal and Vice President of Real Estate
    High’s Dairy Stores