To learn more about Matrix, please download our comprehensive corporate brochure or for a quick view, please download our one page summary.
To learn more about Matrix, please download our comprehensive corporate brochure or for a quick view, please download our one page summary.
Sahan is a member of the Consumer & Industrial Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2021, he was an FP&A Financial Analyst at Markel Corporation. Sahan received a BA in Statistics with a concentration in Econometrics from the University of Virginia. He has successfully completed the Level I CFA. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Read Full Bio »Sahan is a member of the Consumer & Industrial Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2021, he was an FP&A Financial Analyst at Markel Corporation.
Sahan received a BA in Statistics with a concentration in Econometrics from the University of Virginia. He has successfully completed the Level I CFA. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Alexander is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, he was a Finance and Accounting Analyst at Ballast Consulting Group, LLC. Alexander graduated from the University of Richmond where he received a B.S. in Business Administration with concentrations in Finance and Accounting. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Read Full Bio »Alexander is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda.
Prior to joining Matrix, he was a Finance and Accounting Analyst at Ballast Consulting Group, LLC. Alexander graduated from the University of Richmond where he received a B.S. in Business Administration with concentrations in Finance and Accounting. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Garrett is a member of the Capital Advisory Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Garrett was a senior accountant with T. Rowe Price in their corporate financial reporting group. Garrett received a B.S. in Accounting and Financial Management from Bucknell University. He holds the Certified Public Accountant designation and is a CFA Charterholder and member of the CFA Institute. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Read Full Bio »Garrett is a member of the Capital Advisory Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Garrett was a senior accountant with T. Rowe Price in their corporate financial reporting group.
Garrett received a B.S. in Accounting and Financial Management from Bucknell University. He holds the Certified Public Accountant designation and is a CFA Charterholder and member of the CFA Institute. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Jared is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Jared was an Analyst with CFRA Research in their forensic equity research group and an Analyst with Maximus as part of their Finance Rotational Program. Jared received a B.S.B.A in both Business with a concentration in Finance and P.P.E.L (Philosophy, Politics, Economics and Law) with a concentration in Political Science, and graduated from University of Richmond. He has successfully completed the Level I CFA and is currently qualified as a FINRA Investment Banking Representative (Series 79).
Read Full Bio »Jared is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Jared was an Analyst with CFRA Research in their forensic equity research group and an Analyst with Maximus as part of their Finance Rotational Program.
Jared received a B.S.B.A in both Business with a concentration in Finance and P.P.E.L (Philosophy, Politics, Economics and Law) with a concentration in Political Science, and graduated from University of Richmond. He has successfully completed the Level I CFA and is currently qualified as a FINRA Investment Banking Representative (Series 79).
Barrett is a member of the Healthcare Investment Banking Group. He is responsible for conducting financial and industry research, creating valuation and financial models, as well as providing overall analytical and transactional support on healthcare engagements, including mergers and acquisitions, tax-exempt and taxable financings, and strategic advisory engagements. Barrett graduated from Johns Hopkins University, where he received an M.S. degree in Finance with a concentration in Econometrics, was inducted into the Beta Gamma Sigma academic honor society and was on the Varsity Baseball Team. Prior to pursuing his masters, Barrett graduated from the Robert H. Smith School of Business, University of Maryland Honors College with a B.S. degree in Finance, was a 2018 Academic All-Big Ten Honoree, and was on the Varsity Baseball Team. He is also currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Read Full Bio »Barrett is a member of the Healthcare Investment Banking Group. He is responsible for conducting financial and industry research, creating valuation and financial models, as well as providing overall analytical and transactional support on healthcare engagements, including mergers and acquisitions, tax-exempt and taxable financings, and strategic advisory engagements.
Barrett graduated from Johns Hopkins University, where he received an M.S. degree in Finance with a concentration in Econometrics, was inducted into the Beta Gamma Sigma academic honor society and was on the Varsity Baseball Team. Prior to pursuing his masters, Barrett graduated from the Robert H. Smith School of Business, University of Maryland Honors College with a B.S. degree in Finance, was a 2018 Academic All-Big Ten Honoree, and was on the Varsity Baseball Team. He is also currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Reilly is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Reilly was an assurance senior associate with PricewaterhouseCoopers, LLP in their Asset and Wealth Management practice. Reilly received a B.S. in both Finance and Accounting from the Robert H. Smith School of Business. While at the University of Maryland, Reilly was a Distinguished Academic All-Big Ten Honoree on the Varsity Golf Team, as well as Team Captain. He holds the Certified Public Accountant designation and currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Read Full Bio »Reilly is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, Reilly was an assurance senior associate with PricewaterhouseCoopers, LLP in their Asset and Wealth Management practice.
Reilly received a B.S. in both Finance and Accounting from the Robert H. Smith School of Business. While at the University of Maryland, Reilly was a Distinguished Academic All-Big Ten Honoree on the Varsity Golf Team, as well as Team Captain. He holds the Certified Public Accountant designation and currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Matt is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Previously, he was an Investment Associate at Point Field Partners and completed two internships at Matrix. Matt received a Bachelor’s in Business Administration with a double concentration in Finance and Economics, along with a minor in Information Systems, and graduated magna cum laude from Loyola University Maryland. He has successfully completed the Level I CFA and is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Read Full Bio »Matt is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Previously, he was an Investment Associate at Point Field Partners and completed two internships at Matrix.
Matt received a Bachelor’s in Business Administration with a double concentration in Finance and Economics, along with a minor in Information Systems, and graduated magna cum laude from Loyola University Maryland. He has successfully completed the Level I CFA and is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Hampton is a member of the Consumer & Industrial Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2023, he interned in our Richmond office and was a Private Equity Summer Analyst at Albaron Partners, LP. He received a B.S. in Business Administration with concentrations in Finance and Accounting and a minor in Philosophy from the University of Richmond. He is currently qualified as a FINRA Investment Banking Representative (Series 79).
Read Full Bio »Hampton is a member of the Consumer & Industrial Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financial models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2023, he interned in our Richmond office and was a Private Equity Summer Analyst at Albaron Partners, LP.
He received a B.S. in Business Administration with concentrations in Finance and Accounting and a minor in Philosophy from the University of Richmond. He is currently qualified as a FINRA Investment Banking Representative (Series 79).
Josiah is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2023 he interned as an Investment Banking Analyst with Dresner Partners, a Credit Analyst with J.P. Morgan and a Business Analyst with Profit, Inc. He graduated from Patrick Henry College where he received a B.A. in Economics and Business Analytics. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Read Full Bio »Josiah is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix in 2023 he interned as an Investment Banking Analyst with Dresner Partners, a Credit Analyst with J.P. Morgan and a Business Analyst with Profit, Inc.
He graduated from Patrick Henry College where he received a B.A. in Economics and Business Analytics. He is currently qualified as a FINRA Uniform Securities Agent (Series 63) and Investment Banking Representative (Series 79).
Thomas is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, he was an Equity Research Associate with The Benchmark Company covering Building Products and Commercial Furnishings and a Research Analyst with IBISWorld. Thomas received a B.S.B.A in both Business Administration with a concentration in Economics and Chinese Studies and graduated from the University of Richmond. He is a CFA Charterholder and member of the CFA institute.
Read Full Bio »Thomas is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for conducting financial, industry, and buyer research, creating valuation and financing models, and preparing selling and private placement memoranda. Prior to joining Matrix, he was an Equity Research Associate with The Benchmark Company covering Building Products and Commercial Furnishings and a Research Analyst with IBISWorld.
Thomas received a B.S.B.A in both Business Administration with a concentration in Economics and Chinese Studies and graduated from the University of Richmond. He is a CFA Charterholder and member of the CFA institute.