We're Known By The Work We Do. Join our email list | Follow us
|
| Print

Process

With each assignment, we are committed to maximizing value and exceeding the expectations of our clients.

There is not a “one-size-fits-all” transaction process that will maximize value regardless of the client’s situation – which is why Matrix customizes every transaction process within the confines of the then existing marketplace in order to meet the unique and specific needs of each client. By running a targeted and structured transaction M&A process, we are able to achieve transaction values typically above our quoted valuation range. We pride ourselves on providing flawless execution and offering an intensive, detailed approach to each and every transaction we handle.

Since 1988 we have successfully completed hundreds of merger & acquisition transactions and created hundreds of satisfied clients. We maintain constant communication with the private equity, mezzanine and senior lending markets, and over the years have developed thousands of relationships with these key M&A industry participants.

What our Clients Are saying

  • “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

  • “We are proud to add Magnolia Bluffs Casino Hotel to our portfolio of gaming assets and further diversify our business. We are committed to operating first class gaming facilities, and we do that by creating lasting relationships with our guests, team members and the communities that we serve. We look forward to welcoming Magnolia Bluffs guests and team to the Saratoga family. As we continue to expand our presence, we were fortunate to work with Matrix to structure and intermediate this important financing. Their experience, expertise, and objective approach were critical to securing capital on terms that were very attractive to the Company.”

    Sam Gerrity, Chief Executive Officer
    Saratoga Casino Holdings

  • “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.

  • “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.

  • “After selling the commercial, municipal and transportation businesses back in April, Gary and I reevaluated whether it made sense to continue in the retail business.  After much consideration, we decided it was time to move on to other opportunities.  It was not an easy decision for us to sell the retail and wholesale businesses our family spent 60 years building.  We have had many great relationships with our retail and wholesale customers over the years, and we believe the buyer will be a great fit for our customers going forward.  Matrix did an excellent job on getting the sale completed and worked diligently with the Martin Eagle team on both transactions. We really appreciate their meticulous attention to detail and all their hard work.”

    Steve Martin, President of Operations
    Martin Eagle Oil Company