Advisory Services

Valuation Advisory

Matrix provides business valuation services to companies and their underlying securities – including common equity, partnership and limited liability company interests, convertible and preferred securities, options, warrants, and debt instruments.

Corporate Valuations

Both formal and informal valuations are provided for the following purposes: short and long-term corporate planning, solvency and capital adequacy opinions, fairness opinions, purchase price allocations, buy-sell agreements, financial acquisition/divestiture, strategic acquisition/divestiture, take private transactions, estate and gift tax planning, and estate settlement.

Fairness Opinions

Matrix’s transaction opinion advisory services allow business owners, boards of directors, and special committees to fulfill their fiduciary responsibilities by providing comprehensive analyses and unbiased opinions about the financial fairness of pending transactions. Representative situations include sell-side and buy-side M&A transactions, asset divestitures, going-private transactions, related party transactions and drop down transactions.

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