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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

  • “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

  • “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

  • “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

  • “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 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.