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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

  • “The professionals at Matrix guided us through an extensive process to identify, approach and negotiate the sale of our company. They were with us throughout the entire process, and in the final analysis, provided us with the confidence that we had achieved the best possible transaction from the marketplace.”

    Robert Betzig, Chairman and Founder
    Ann Arbor Machine 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

  • “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

  • “As in the past, Matrix showed great professionalism in managing the process.”

    Steve Shaer, Executive Vice President
    Mutual Oil Co., Inc.

  • “Jones & Frank hired Matrix Capital because they promised us strong interest from a broad universe of Private Equity investors. We were very pleased with the reception we received in the financial community and are thankful that we had Matrix representing us. They were highly professional, thorough, and maintained strong control over the recapitalization process. I would be willing to share my endorsement with anyone that was interested.”

    Sterling Baker, President & CEO
    Jones & Frank Corp.