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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, 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
  • “Matrix ran an orderly process, allowing us to realize our business and financial objectives.”

    Lock Wills, President and CEO
    The Wills Group
  • “It was a bittersweet decision for us to sell the company.  But having met Tom, Spencer and Tod over the years and knowing that they knew David and were sensitive to our situation, Matrix felt like the right fit in guiding us through the complex process of finding the right buyer for our company.  Our employees are family and it was important for us to find the perfect fit to preserve our family culture.  Matrix’s professionalism and compassion exceeded our expectations.”

    Debi Erickson
    Erickson Oil Products, Inc.
  • “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.
  • “After more than 68 years as a family-owned business in the marine industry, we are incredibly pleased to partner with Patrick which will continue to support the G.G. Schmitt team and our plans for continued growth and expansion.  We are excited to be a part of the Patrick family of brands and are looking forward to the next phase of executing on the many strategic initiatives and opportunities in front of us. We couldn’t have asked for a better representative than the Matrix team during this critical process.  Their transactional expertise matched with their knowledge of the marine sector were instrumental in helping us achieve this outcome.  We are so appreciative of all of their efforts.”

    Ron Schmitt, Chief Executive Officer
    G.G. Schmitt & Sons, Inc.