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What Our Clients Are Saying

“We’re very grateful for the guidance and insight Matrix provided to help Giant Eagle secure this growth opportunity. At GetGo, our positioning of taking the ‘cons out of convenience’ means we offer the highest quality fresh foods, products and services to our customers. Our acquisition of the Ricker’s chain supports this strategy, and we look forward to bringing together the best of both businesses in Indiana.”

Polly Flinn, Executive Vice President | Giant Eagle, Inc.

“The decision to sell our family business was a hard one. The compassion, professionalism and attention to detail that Matrix brought to the project made the decision easier. They worked with us and on our behalf from beginning to end. We are thrilled with the outcome.”

The Borer Family | Petr-All Petroleum Consulting Corporation

“Chris and I have been overwhelmed by the level of service that the Matrix team has provided us and our business.  Throughout a complex process for us, we always felt they provided exceptional advice and guidance.  They have gone above and beyond our expectations and found a perfect home for EMC.”

Ed Forbes, CEO | Engineered Metals and Composites, Inc.

“We are confident that our dedicated employees and loyal customers will be well taken care of by Molo Petroleum, LLC and Andeavor. Matrix did a fantastic job for us and I am very thankful for their professionalism throughout the entire process. Their thoroughness and attention to detail was extremely impressive.”

Mark Ogren, President | Croix Oil Company

“It has been a pleasure to work with Sean Dooley and Spencer Cavalier and the entire Matrix team over the last few months to successfully undertake and conclude this project. Their professionalism and expertise has exceeded any expectations that I might have had on how this endeavor might go. And I want to compliment the folks at SMO and The Wills Group as well for their outstanding cooperation to diligently consummate this project. Finally, I want to express my deepest appreciation to the employees of Jiffy Mart and Tevis Oil for their wonderful efforts to create and sustain a wonderful group of stores in our community over the past thirty years.”

Jack Tevis | Tevis Oil, Inc.

“I would like to thank all of our employees who helped build our company over 37 years. Coming to the U.S. with only $100, my parents are the epitome of the American Dream. This was a very difficult process to go through, but having a team like Matrix made it much easier. They made sure that every detail was considered to ensure we were in the best possible situation. Our family is also thankful to our legal team led by Richard Few and his associates at Parker Poe for guiding us through the legal process.”

Shrivastava-Patel, President | Carolina Convenience Corporation

“Matrix has been a great advisor and partner throughout this entire journey. They conducted a thorough financial analysis and handled detailed contract negotiations which resulted in a successful conclusion. Matrix’s knowledge and experience in this area definitely helped us increase the value of our business. I would like to thank God for his blessings and support of all the employees and valued customers who m the business successful.”

Madhu Shrivastava, Chairman & CEO | Carolina Convenience Corporation

“I would like to thank all of our employees who helped build our company over many years and Matrix who was a pleasure to work with.” Mr. Bryan Cairns added, “The Matrix team did a tremendous job. This was quite the process to go through, but having such a professional team directing us with their tireless work ethic and attention to detail made the process that much easier.”

Tony Cairns, President | Champlain Oil Company, Inc. and Coco Mart, Inc.

“When it came time to market our stores, I wanted to hire the best advisor I could find. I will go through this process of selling our fourth-generation company only once in my life and am confident Matrix was the best partner to help me get it right. Matrix did a fantastic job managing the process from beginning to end, exceeding our expectations every step of the way, and I am extremely pleased with the service they provided. I am delighted to have a fine company like Enmarket purchasing our business and retaining our wonderful, dedicated team of employees while continuing to service our great customers. I thank God for entrusting me to be the steward of this business, blessing it over the years, and putting the people in place to make this transaction successful for all involved.”

Brab McCully, President | Brabham Oil Company, Inc.

“We couldn’t be more pleased with Matrix for their proven industry expertise, transactional insights, and dedication to supporting CHS on this project from our initial conversation through closing. Matrix delivered tenfold and our entire team enjoyed working with them.”

Nicholas Colbert, Director of Corporate Development | CHS Inc.

“Finding the right partner in whom to entrust our legacy, our employees and our customers was the highest priority. The Matrix team understood our concerns and guided the process. I strongly believe the Mirabito and Polsinello families are each made stronger by this transaction and we are excited by what the future holds for both of our growing organizations. It is our intention at Polsinello to immediately find new opportunities to grow, especially within our motor oils & lubricants business.”

Louis Polsinello, Jr. | Polsinello Fuels, Inc.

“Matrix did a fantastic job representing our company to achieve the best result for our family and employees and honoring our 47 year legacy. Matrix found us the right buyer that would be the best fit for our employees and also provide us with our desired transaction structure.  Throughout the entire transaction process, Matrix provided a high level of professional guidance and support and led us through all the financial complexities and emotions that accompany the sale of a family business.”

Harold Crenshaw, Jr., President | Crenco Food Stores, Inc.

“Our family has owned and operated CWD for over three decades, and in that time, one of the best decisions we made was to hire Matrix to represent us in the sale of our business. We were extremely impressed by the level of attention and commitment we received throughout the transaction process, and would highly recommend the Matrix Consumer and Industrial Products Team.”

Patrick Pluck, Vice President | Connecticut Warehouse Distributors, Inc.

“I appreciate Matrix and their assistance with the marketing of my business.  Spencer Cavalier and his team were instrumental in the sale with their excellent knowledge of the industry, contacts and asset evaluations.  Matrix’s dedication, compassion and tenaciousness helped complete the sale.”

Robert Norris, Owner & President | Jet-Pep, Inc. and Bama Terminaling and Trading, LLC

“Having worked for Honey Farms and with the Iandoli family for over 40 years, the sale of the company is bittersweet, but the outcome for the family has been very successful.  I want to thank the Iandoli family and our talented employees whose enduring commitment built an extremely strong company.  Lastly, I want to thank our M&A advisors, Matrix, and our legal counsel, Fletcher Tilton, who did a wonderful job advising the company and the family through this process.”

David Murdock, President and CEO | Honey Farms, Inc.

“In our talks with Dixie and Mr. Able, they liked our family-first approach to customer service, and took great comfort in knowing their customer base will be well taken care of. Our size gives the customer advantages in service, price protection plans, and delivery options. We think the acquisitions are a win-win for us and the customers, and we have heard very favorable feedback so far. The team at Matrix was a great partner to have as we navigated the negotiations and due diligence process.”

Carlton Revere, President | Revere Gas, Inc.

“Selling a company you have built from the ground up is a tough decision. You are concerned that your employees and customers will continue to be taken care of, and Matrix helped us achieve this goal. During the valuation process and through the entire sales process, the individuals that represent Matrix were professional in every manner. Our experience with Matrix was exceptional.”

Don Newton, President and Co-Owner | Superior Transport, Inc.

“Our experience with Matrix was exceptional. Their professionalism and experience was instrumental in developing a competitive bid process and their expertise in the petroleum distribution and convenience retail space created a broad spectrum of prospects. As a legacy, family owned marketer, it was very important that we partnered with a buyer of integrity and character for our employees, our customers and our supplier partners. Matrix was instrumental in achieving a successful sale on all fronts.”

Edward Hough, President | Leonard E. Belcher Inc.

“This is certainly a bittersweet moment.  With my family having been in the petroleum business for four generations and me my entire life, it is certainly hard not to look back without some nostalgia.  I am proud to reflect on everything we have been through in this industry, and how rewarding it’s been for me personally and my entire family.  In saying that, this represented an ideal time for our family and where we want to go with our future endeavors.  Matrix did a wonderful job in advising us with such a complicated transaction and was extremely patient while everything was put into place to make it happen.  They couldn’t have been a better partner, and we couldn’t have done it without everyone at Matrix and all of their expertise.”

Brad Calkins, Owner | Bradley Petroleum, Inc. and Sav-O-Mat, Inc.

“Matrix has done a phenomenal job of guiding us in this process.  From the very beginning Matrix has demonstrated a professional approach and incredible tenacity to bring their impressive market awareness expertise to bear on our behalf.   It has been an incredible journey.    I would encourage anyone contemplating such a move to contact Matrix Capital Markets.”

Edward Hough, President | Leonard E. Belcher, Inc.

“Spencer Cavalier and the team from Matrix did an outstanding job of representing us in the sale of our Home Heat and Commercial Fuels Division. The process that they employed to move us through this carve out was very effective. We enjoyed working with their team and thank them all for their hard work.”

Brian Burrow, President | Campbell Oil Company

“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.

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

Peter and Bill Anest, Owners | State Oil Company

“We are very pleased to have transitioned the ownership of our business to a buyer committed to the continued success and long-term growth of Budget Signs.  The Matrix team proved to be extremely valuable in running a highly  disciplined process that identified a buyer that satisfied the objectives we were looking to accomplish.”

Ed Armentrout, President | Budget Signs, LLC

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

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

“This was a tough process; bittersweet.  I could not imagine attempting to navigate these waters without the knowledge and support of Matrix and their team of professionals.”

Scott Stipp, President | District Petroleum Products, Inc.

“During the entire sales process, the analysts and individuals that represent Matrix were professional in every manner. I firmly believe that our Company obtained not only the broadest regional coverage exposure possible but a representative national exposure to qualified buyers as well.”

John Baker, Owner | Harbor Petroleum of New England, Inc.

“Matrix’s professionalism resulted in a positive outcome for all parties.  Their team was focused on understanding our objectives and providing alternatives, gave sound advice, and did an outstanding job managing the process.”

Donna Kelleher, President & CEO | Next Generation Children’s Centers

“I greatly appreciate the service that Matrix provided finding the best purchaser for the motor fuel portion of my business. I chose Matrix because of their expertise in completing transactions in the fuels distribution space. I would recommend Tom, Cedric and Matrix to anyone ready to sell their business.”

D.W. Porto, President | Alta East, Inc.

“This was a complex assignment due to the number of entities involved, the decentralized nature of our operations and the diversity of goals for the shareholder base. The Matrix team overcame every obstacle and guided us to a successful transaction for all concerned. I would recommend Matrix to any ownership group considering a transition.”

Bill Updike, President | CMA Supply Co., Inc.

“We are very pleased to have worked with Cedric, Tom, Vance and Stephen on this transaction. Having to sell our company was a difficult decision. Yet, Matrix’s advisory work from start to finish was outstanding. We are proud of all that has been accomplished with their support, and from our employees and our dealer partners. We also are pleased to have 7-Eleven and SEI Fuels assume ownership of our sites.”

Arturo Zizold, Chief Executive Officer | Biscayne Petroleum, LLC and Everglades Petroleum, LLC

“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

“The Matrix team provided us with first rate representation and advice throughout the process.  Their knowledge of the industry and process combined with responsiveness and dedication was invaluable.”

Johannes Burlin, President | Safe Foods International Holdings, LLC

“Matrix’s advice, assistance and professionalism throughout this process has resulted in a positive outcome for all parties. As always, it was a pleasure working with the folks at Matrix.”

David Hrinak, Executive Vice President and COO | CrossAmerica Partners LP

“Matrix did a great job in leading the sales process, maximizing value for our stores and working with our legal counsel to negotiate the transaction. We are pleased that TA will be maintaining our existing employees and vendor relationships. Along with our daughters, Shannon and Jennifer, we have operated our stores as a family business for 26 years and will truly miss the convenience store industry. It was not an easy decision to sell, however we are confident that our employees and customers are in good hands and look forward to seeing positive changes for them all. We appreciate each and every employee and customer. We greatly appreciate the hard work John Underwood and his team at Matrix, along with the law firm of Winthrop & Weinstine led by Mark Johnson, did in bringing things to a successful close.”

Ed Seck, President | Stop-a-Sec, Inc. and Seck Enterprises, Inc.

“Kocolene is pleased to be transitioning our loyal customers and dedicated team members to one of the respected leaders in the convenience store industry.  I feel all will benefit from this transaction long term, which was an important goal as we close a 77 year chapter of our company’s history.   We were very pleased with the services Matrix provided our management team as we navigated through the process.  Our goal to close this transaction was very aggressive.  We chose Matrix because of their demonstrated expertise in completing transactions efficiently.”

Gary Myers, Chairman and CEO | Kocolene Marketing, LLC

“The decision to exit the industry was a tough one for the Thoroughbred team. The founders, our fourth partner and attorney Mr. Ronald Tritschler, and all our great employees poured their lives into this company for nearly three decades. The relationships found and fostered will remain. This transition was certainly made easier with the help of Matrix, whose advice and guidance was essential to achieving a successful outcome.”

Jay Hall, President & CEO | Thoroughbred Energy, LLC

“The decision to sell a family owned business like ours is never easy, especially when employees and franchisees have become part of your extended family. Our decision to engage Matrix to assist us with this process was as easy as it was obvious. Through the years we have had a number of opportunities to work with Matrix, and they always conducted themselves in a way that is commensurate with the high standards that we established for ourselves at Tedeschi’s. Their work is top notch, and the guidance that they provided us from start to finish was invaluable.”

Peter Tedeschi, President and CEO | Tedeschi Food Shops, Inc.

“Matrix has done an outstanding job managing our transaction. Their process certainly identified the ideal partner to continue to grow Narcote’s market presence.”

Cary Green, CEO | Narcote, LLC

Matrix has helped Best Oil management review its strategic options since 2008. When the decision was made to sell we chose Matrix for their extensive industry expertise and professionalism. The Matrix team did a great job of leading the sales process and maximizing the value of the Little Store division, the wholesale supply operations, and the transportation division. They helped guide Best Oil management through the sale process, worked with Best Oil’s legal counsel to negotiate the transaction and helped manage the due diligence and closing process. We greatly appreciate the job the Matrix team did.

John McKinney, President | Best Oil Company

“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.

“Matrix did a great job representing the best interests of both our shareholders and employees. We were looking for the right buyer that would be the best fit for our employee culture and also achieve the desired price and transaction structure.  Selling the stock of a 65 year legacy company was a complicated transaction and Matrix provided a high level of professional guidance and support throughout the entire process.  It was more than just a “deal” to Matrix – they sincerely guided us through the financial complexity and emotions involved with the transaction.”

Gary Vander Vorst, President and CEO | Erickson Oil Products, Inc.

“Mutual has had a long business relationship with Matrix, and they have consistently done an outstanding job of managing a challenging process. Ed and I have been very pleased.”

Steve Shaer, Owner | Mutual Oil Co., Inc.

“We were confident from the start that hiring Matrix was the right choice for us.  Matrix’s professionals seamlessly accumulated, organized and disseminated the voluminous amount of data inherent with a transaction of this size.  Their broad knowledge across all aspects of the business helped us to rationalize even the most difficult decisions.  I am extremely pleased with Matrix, the process, and the results.”

Herb Kaplan, Chairman | Warren Equities, Inc.

“Mike Morrison and the Matrix team brought an unparalleled level of industry expertise and transactional oversight to this process.  I truly appreciate the role Matrix played in creating an excellent outcome for our shareholders and securing a strategic partner for Rossi American Hardwoods going forward.”

Ted Rossi, President | Rossi American Hardwoods

“We look forward to partnering with Vance Street and pursuing several exciting strategic initiatives.  We also appreciate the tremendous efforts of Matrix throughout the transaction.  The depth of their team and the attention our transaction received was beyond our expectations.”

Charlie Poe, President | Southern Filter Media LLC

“Matrix did an outstanding job of identifying a partner that both shared my vision and accomplished my goals in this transaction without a prolonged and time-consuming auction process. I look forward to the opportunity to partner with J.H. Whitney and to continue to serve all of our customers’ needs.”

Stephen Fogler, President | Stevens Manufacturing

“The professionals at Matrix did a great job dealing with the complexities of our markets and bringing us together with our new partners. Partnering with Atlas is a great opportunity for the company and our employees. We were looking for investors that brought more than capital, had a long term focus, and understand the dynamics of our industry. Atlas and Turnspire are active and supportive partners.”

Don Banker, President and CEO | Banker Steel Company

“We greatly appreciate the services Matrix provided as we made the decision to exit this aspect of our business. We chose Matrix because of their demonstrated expertise in completing transactions in motor fuels distribution.”

Michael Evans, President | Atlas Oil Company

“Matrix achieved an exceptional outcome for my family, the Coxe Companies and our nearly 80 valued employees. Matrix’s expertise and contacts in the industry were tremendous assets throughout the transaction and we are appreciative of their efforts.”

Tom Coxe, CEO | The Coxe Companies

“Ports Investments is very proud to have been involved in the initial capitalization and ultimate sale of Horizontal Wireline Services. We greatly valued the advice of Matrix as we moved through the process.”

Mike Ports, Managing Member | Ports Investments, LLC

“This is an excellent result for Butler and our valued employees. We are thrilled to partner with the Sauder team to construct new ways to deliver value to customers in our respective markets. We also appreciate the tremendous efforts of Matrix Capital throughout the transaction. They exceeded our expectations in every respect.”

Larry Giaimo, President | Butler Woodcrafters, Inc.

“We made a strategic decision to divest this portion of our business based on certain trends occurring within our industry and our position within it. Matrix brought very good counsel and a highly disciplined process to the execution of our decision. Their efforts helped us transition smoothly and we are very pleased by the outcome.”

Randy Seibert, President and CEO | Manchester Marketing Incorporated

“We are pleased that Dimex will continue its success with Grey Mountain. Mike Morrison and the team at Matrix did an outstanding job managing the transaction and securing an excellent partner for David Wesel and his team.”

Donald Hawks, Managing Director | The Brookside Group

“We are very appreciative of the work that Matrix provided us. They were able to design and execute on a confidential sale process that resulted in an outcome that exceeded our expectations.”

Don Rogers, Chairman | Rogers Petroleum, Inc.

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

Lock Wills, President and CEO | The Wills Group

“As a family operated company for over 28 years, it was a very difficult decision to sell our retail units. We are confident we selected the best help with Spencer Cavalier, Sean Dooley and the Matrix team. Their professionalism, industry knowledge and patience led to a smooth acquisition.”

Melinda Lewis | Hurst Harvey Oil, Inc.

“We are very happy that all of our employees will remain with Pep-Up including General Manager Marty Kemp, and we expect a smooth transition for all of our customers. We are also extremely pleased with how Matrix handled the transaction. Their thorough preparation of the sale memorandum package facilitated a smooth due diligence process for all concerned.”

Bill Bagwell, President | Bagwell Gas & Oil Company

“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

“Selling the Company was a very difficult decision, overshadowed only by the task itself.  I’m convinced I selected the best help with Tom Kelso, Spencer Cavalier and the Matrix Team.  Their industry knowledge, diligence, and patience led to a best outcome.”

Steve Dickerson, President | Dickerson Petroleum, Inc.

“I am excited about entering into this very unique business arrangement with O’Reilly.  Their dual-market strategy and commitment to serving professional installers (DIFM) and the DIY customer universe is a great fit with our tire and service business. This transaction possessed some unique characteristics and I appreciate the efforts of the Matrix team, which provided sound advice through every step of the process. This transaction possessed some unique characteristics and I appreciate the efforts of the Matrix team, which provided sound advice through every step of the process.”

John Quirk, President and CEO | VIP Parts, Tires & Service

“We considered several options before selecting Matrix for this assignment and this experience confirms that we made the ‘right’ choice. Matrix’s professional and disciplined approach delivered timely and cost effective results. The Matrix team helped us to expand our client base and preserve value in the portfolio.”

David Driscoll, Chief Executive Officer | Getty Realty Corp.

“We have been very pleased with the professional and thorough manner in which Matrix has managed the entire process. They have been a pleasure to work with.”

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

“The entire Matrix team worked diligently through all of the intricacies of this transaction to ensure its success. They provided our shareholders with an ideal exit plan while still maintaining the Company’s heritage. The acquisition by Hammond’s Candies complements our business, product offering and growth trajectory.”

Bill Del Chiaro, CEO | Old Dominion Peanut Company, Inc.

“I would like to thank the team at Matrix for their professionalism and guidance on this transaction. They provided senior level attention throughout the entire process, and successfully conveyed RCC’s strong history and future growth prospects resulting in a value that exceeded my expectations.”

Bob Hoover, President and CEO | RCC Western Stores

“Without Matrix’s guidance on this very complicated transaction, a successful consummation would have been difficult. I also can’t say enough about the solid organization, customer base, and supply chain that Darryl Harman has built. I am excited about the opportunity to develop the RESCO brand in the traditions that have made it great.”

Mike Bourn, CEO | Richmond Electric Supply Company, Inc.

“It has been a difficult decision for Steve Schaeffer and I to pass the torch, but we believe we have selected an outstanding partner in Baillie. We are also thankful for Matrix Capital’s guidance in navigating the process that led us to this decision and this exciting chapter in the company’s history.”

Les Wagner, Co-owner | Wagner Lumber

“We appreciate the guidance and efforts of the Matrix team who worked tirelessly to bring this transaction to a close. They did an excellent job putting the transaction together and we were very pleased with the outcome.”

Charlie Gonzales, Managing Director | Albion Investors

“The acquisition of Coastal Lumber is an important element in our approach to hardwoods investing and Matrix’s deep  experience in the sector was a key to pushing this transaction over the finish line.”

Ben DeRosa, Partner | American Industrial Partners

“Given the complexities surrounding this transaction and the different shareholder groups involved, I couldn’t be more pleased with the outcome achieved. The Matrix deal team did an outstanding job positioning the Company to maximize value and navigating around potential deal hurdles throughout the process. Mike Morrison and his team delivered the best partner for management and the Company as it continues into its next phase of growth.”

Jim Raymond, President and CEO | ShelterLogic

“The Matrix Team did a tremendous job on this very complicated transaction. Given the prolonged downturn in the residential and commercial construction markets over the last several years, this transaction was a good outcome for the Company, it’s shareholders and the community of Lawrenceville, VA.”

Marvin Thomas, CEO | Lawrenceville Brick, Inc.

“It was a pleasure to work with the professionals at Matrix on these transactions. The repositioning of capital within our market area is an important part of our strategy to acquire new sites, renovate existing sites, and own and operate sites consistent with our brand identity.”

Joe Petrowski, Chief Executive Officer | Cumberland Farms

“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

“We appreciate the advice, hard work and creativity Matrix provided in marketing our Company.”

Jimmy Patton, President | Triton Marketing, Inc.

“I appreciate Matrix’s strategic review of our business and management of the sale process, which has helped us achieve greater enterprise value.”

Joe Topper, CEO | Lehigh Gas

“The Matrix deal team worked tenaciously to guide this extraordinarily complicated transaction to closure. They saw the tremendous fit between our desire for a long-term, growth oriented partner and McCarthy’s unique understanding of the industry, and provided sound analysis and counsel to both sides throughout the process. We look forward to working with Matrix on our next transaction.”

Todd Flemming, President & CEO | Advantor

“Matrix did a thoroughly professional job throughout the process and went above and beyond my expectations. We are very pleased with the results achieved.”

Ben Wafle, President | Quarles’ Retail Division

“We are very pleased with the advisory services provided by Matrix. They spent the time to really learn our business and provided us with solid advice in a difficult environment for raising capital. Once our capital objectives were quantified, Matrix identified potential investors and then worked tirelessly to help negotiate a transaction that met the objectives of both Stalcop and Alpha Capital.”

Ron St. Clair, President & CEO | Stalcop

“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

“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.

“The Matrix team did a great job of representing us throughout the entire process, and I would not hesitate to recommend them to anyone considering their services in the future.”

David Herndon, Chief Executive Officer | Herndon Oil Corporation

“I believe that without Matrix’s expertise, there would have been no way to get this transaction done in the market we were contending with, especially given our tight deadline of a year-end closing. The end result was a win-win for both ASAP and Hudson Ferry. Thanks to the guys at Matrix for all of their hard work. They were tireless in their efforts to ensure we were well represented and provided us with sound advice throughout the entire process.”

Timmy Deroche, CEO | ASAP Industries, LLC

“Within eight months our transaction was complete and we had the knowledge and peace of mind we had received the maximum value under the most favorable terms and conditions. Matrix is known for the work they do.  Our success story is proof of that.”

Joe Hart, President | Peterborough Oil

“We are pleased that Sharon Stairs will continue its success under the Worthington banner. Through the broad, well-managed process run by Matrix, we were able to identify the most appropriate partner for Sharon’s next phase of growth.”

Ken Wanko, Director of Acquisitions | Alliance Holdings

“The team at Matrix provided valuable advice to me when I first acquired Riddleberger and have been a trusted advisor ever since. Their past experience in guiding private business owners through the M&A process, as well as their ability to work seamlessly with our attorney and accountant helped to make this a successful transaction for all parties involved. We were very pleased with the outcome.”

Jim Young, President & CEO | Riddleberger Brothers, Inc.

“After considerable research, we settled on Matrix to represent us and feel we could not have made a better selection. They did a great job of keeping the process moving in a positive direction and we were extremely pleased with the outcome.”

James Barnwell, President | Huffman Oil Company

“The Matrix Team did an exceptional job and I could not be more pleased. They came highly recommended and lived up to their reputation.”

John Steele, Former Owner | Neighborhood Convenience, Inc. d/b/a Little Sue

“Matrix helped us to achieve the maximum value for our assets, which we could not have realized without their involvement. Matrix’s process allowed us to show our assets to multiple strategic buyers, with the least amount of disruption to our business, in a relatively short period of time.”

Richard Quesenberry, President | C.R. Quesenberry, Inc.

“Matrix proved to be an invaluable partner in the process of identifying the right financial partner to help take the company to the next level and in negotiating the best terms and conditions on behalf of Tri State’s shareholders.”

Kevin Farrell, President & CEO | Tri State Foam

“Working with the Matrix team made this transaction virtually seamless. They were an invaluable partner throughout the process and provided our shareholders with solid advice. They were a tenacious advocate for the company and always ensured that our best interests were represented. The end result was a great transaction for Paladin and its shareholders.”

Steven Erickson, President | Paladin Tools

“The consummation of this deal provided liquidity for my partner and will allow me to more aggressively pursue Affiliated’s strategic objectives for the next several years. Matrix explored several private equity initiatives, but at the end of the day, Wachovia offered me the best possible solution by increasing my ownership to 100% without creating any dilution or outside governance.”

Matt Goldberg, Co-Founder and CEO | Affiliated Mortgage Protection

“The Matrix deal team did an outstanding job in representing the interests of Spencer and its many shareholders. Matrix conducted an extensive, professional and broad process that ultimately created a successful liquidity event for shareholders and a good partner for the management going forward.”

Don Wilson, Chairman of the Board | Spencer Turbine

“The Matrix deal team did an outstanding job in representing the interest of 13i, Peninsula Capital Partners LLC, our mezzanine provider, and the management shareholders in this transaction. Matrix conducted an extensive, professional and broad process that ultimately ended with a very successful exit for 13i and Peninsula Capital Partners LLC, and a good partner for management going forward.”

William Suddath, Managing Director and Principal | Garsite

“I am thrilled to be joining forces with the Mueller Water Products family. They are a logical partner for the employees and management team of Fast Fab. Matrix played a pivotal role in advising us through this process and we are thankful for their continued support and guidance.”

Patrick Sullivan, President & CEO | Fast Fabricators

“Matrix’s in-depth understanding of our industry and their professional process were important factors in a successful transaction for all parties.”

Mike Stoddard, President & CEO | Aeriform

“The Matrix team did a fantastic job in helping us put this MBO together. We have an experienced, stable management team that knows the business well, and we are excited at the opportunity before us. This is the best outcome for all involved because it provides the continuity for our customers, suppliers, employees and the communities we are part of.”

Denis Belzile, President & CEO | O’Sullivan Films

“The team at Matrix provided outstanding guidance to us during this transaction. They were professional, informative and personable, making the process extremely easy and comfortable for us. Their industry knowledge and financial expertise helped us maximize our marketability.”

Mike Cerillo, President | Board Dudes

“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

“This transaction met both our personal and corporate objectives by providing a liquidity event for shareholders and additionally, more sophisticated resources to our customer base. Our clients will now benefit directly from the enormous investments Kuehne-Nagel has made in its personnel, training, and systems. A broader array of services and more geographical depth can only make us a stronger unit under the Kuehne-Nagel umbrella. We are very excited about the growth opportunities that are imminently achievable with the support of their organization.”

Cindra Zambo, CEO | Aces Limited

“The professionals at Matrix guided us through an extensive process to identify, approach and negotiate a sale of our composites business. They were with us throughout the entire process, and in the final analysis, provided us with the confidence that we had received the best deal possible from a buyer that represented an ideal suitor for our business.”

Jon Painter, President | Kadant Composites

“Matrix Capital did a superb job keeping all parties engaged and moving forward, the end result of which is a great transaction success story.”

Ron Bisaccia, CEO | Proxicom

“Matrix Capital was able to tap into a wide range of additional resources with M&A International, which proved to be invaluable during the acquisition search process. Matrix Capital and the other European members of M&A International worked very well together and provided a seamless team of advisors throughout the transaction. This facility should successfully service Fleet’s continued international growth plans by allowing us ready and cost-effective access to a variety of currencies in a manner that also allows us to effectively manage risk. Matrix was instrumental in the negotiations and played a vital role in closing the facility in a timely manner.”

Bob Lemon, CFO | C.B. Fleet

“Matrix did a magnificent job orchestrating the recapitalization of Excel Homes, Inc. Through the negotiating stages and settlement process, Matrix was a clear thinking, helpful advisor. They helped us realize we were undervaluing the company and through solid analysis recommended a financial buyer with the proper fit. We were very pleased with the outcome.”

Perry Bolton - Bolton/Langley & Associates | Excel Homes

“The professionals at Matrix Capital guided us through several complex aspects of the deal, including the structure of an arrangement for future consideration. In short, they made the entire process much less confusing and time consuming, and in the end gave us confidence that we received the best deal possible.”

David Cox, Co-Founder | Bolection Door

“What I was seeking most in my advisor was not only a set of skills and relationships that could help us achieve the mission quickly, but more importantly, I was looking for people with whom I could retain a long-term relationship. I found those people at Matrix.”

Robert Dion | New England Surfaces

“We greatly appreciate Matrix Capital’s efforts to assist us in closing the (eatZi’s) transaction. They were tireless in their efforts to achieve an extremely attractive transaction structure in a very compressed timeframe.”

Phil Romano | eatZi’s Market & Bakery