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The Matrix Principle

Matrix was founded on one core principle - to do great work for our clients.

This principle is based on the belief that our clients deserve to be advised by highly skilled, passionate, and independent investment bankers who have an intense desire to fully understand the client’s specific goals and work diligently to achieve them.

After more than thirty-five years of building client relationships and advising on more than 500 engagements, we can truly say that our bankers have remained committed to, and guided by, The Matrix Principle.

What our Clients Are saying

  • “Matrix demonstrated an extraordinary understanding of the downstream petroleum business. They were patient, diplomatic, intelligent and trustworthy. It’s not easy handing the keys to a multigenerational family business to just anyone. My sincere thanks to Cedric Fortemps and Mike Tucker on a job well executed from start to finish.”

    Peter Zelken, President
    Mystic Oil Company, Inc.

  • “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

  • “My family and I have been extremely impressed with the Matrix Team’s performance and competency in leading this important effort. The professionalism, industry knowledge, and work ethic they displayed were exemplary and we couldn’t have effected this successful transaction without them.”

    Randi Settleman, President
    Bond Distributing Company

  • “We are committed to evolving and growing our Company based on our core competencies, and we engaged Matrix years ago as an advisor in that planning and evaluation process.  Based on our strategic goals, we decided to divest our convenience retail and branded dealer wholesale businesses to narrow our strategic focus on commercial fuels, propane, lubricants, automated cardlocks and car washes.  This transaction puts Santmyer in a great position to pursue future growth opportunities that align with these segments going forward.  The Matrix team ran a very structured process that yielded an outstanding result, and I would like to thank them for the expertise and dedication they provided throughout this transaction.”

    Zach Santmyer, President
    Santmyer Companies, Inc.

  • “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