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Client Testimonials


	"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 of 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, especially Jeff Moore, 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.

	"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 all the guys at Matrix, but a special thanks to Bill Kerkam, Jeff Moore and Bruce Smith 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

	"Bill Weirich and 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.

	"The Matrix deal team of Bill Weirich, Bryan Johnson and Chris Menasco 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 - 13i - Garsite

	"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

	"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

	"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

	"The Matrix team lead by Bill Weirich and Jeff Moore 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

	"Bill and Bryan from 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

	"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 were extremely pleased with Matrix's work and what they achieved in conjunction with the efforts of our senior management team to assist us in our Chapter 11 proceedings. The overall results were outstanding and well above the upper level of our valuation range." Art DeBlois - DBmart

	"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

	"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

	"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

	"Considering the complexity of Southern’s operating geographies, Matrix was able to access a broad spectrum of potential buyers from across the country. I found that Matrix’s proprietary buyer network was extremely important in this process. Their experience in designing marketing processes that maximize value in selling companies, along with their ability to network new and previously known potential buyers made for a very successful transaction." Mike Frost, President - Southern Convenience Stores, Inc.

	"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." Bob Lemon - C.B. Fleet

	"Matrix worked diligently to find us the right company. They were tireless in finding criteria, compliant targets and helping us choose the best one. We continue to rely on Matrix for our bolt-on acquisitions and consider them a vital member of our strategic management team." Perry Bolton, Bolton/Langley & Associates - Excel Homes

	"With Matrix, I was able to successfully complete the simultaneous roll-up and recapitalization of 18 companies I owned, and the merger of four companies that comprise our largest competitor. Matrix’s research, creativity and market knowledge were primary and critical contributors to the superlative result that we have achieved." Bob Bailie, CEO - ICSC

	"Matrix enabled us to provide our client with global representation on a seamless basis." Hans van Ierland, Principal - Holland Corporate Finance

	"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

	"Each transaction (at Matrix) benefits from the firm’s partners and managing directors, as well as a support team uncommon among middle market investment banks. Matrix managed the sales process with insight and professionalism. They found a publicly traded strategic buyer, someone we had never heard of before, and successfully negotiated to protect long-term interests of the active and inactive shareholders." George Nolde - CMS Automation Shareholder

	"Although the ultimate buyer was not from North America, our partnership with Matrix on this transaction enabled us to leverage their expertise in this sector to assure that our client maximized shareholder value by including strategic buyers from North America in the process." Hugo Haddon-Grant, Principal - Cavendish Corporate Finance

	"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

	"Matrix secured the ideal long-term investment partner to work with us to grow the business. We are now in a significantly enhanced position to build on our success, benefiting our many customers and outstanding employees." Ted Swaldo, Founder & CEO - ASC

	"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

	"Despite an unusually complex transaction process Matrix helped us achieve a top valuation. I was able to secure the financial future for my family and transition into the next stage of my life." Norm Reynolds, President - ProMark

	"Matrix proved to be an excellent working partner for Aeriform. The Matrix team possessed strong industry knowledge for this particular transaction and we were impressed with their hard work and advice." Myung Yi, Principal - American Capital

	"Matrix was wonderful throughout the entire process. I was very pleased with their expertise and ability to adapt to our specialized needs in this transaction. I can honestly say Bill and Bryan (The Sales Dudes) made the sale of our company fun!" Ben Hoch, CEO - Board Dudes

	"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 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

	"Matrix Capital’s knowledge, experience and contacts in the petroleum marketing and convenience store industry, combined with their ability to effectively structure and negotiate a transaction with Delek US, allowed for a successful closing." John Williamson, President - Williamson Oil Company

	"We greatly appreciate the excellent advice and transaction execution provided by Matrix. We could not have been successful in our efforts to acquire the BP Assets without the help of the Matrix team of professionals." Dan Fleckenstein, President - RPF Oil

	"Matrix did an excellent job in packaging the offering and marketing the stores. Their ability to negotiate a sale of the stores under the terms and conditions we wanted made for a smooth transaction. We are very pleased with the outcome." Bill Bagwell - Bagwell Oil

	"From our perspective as a senior lender, it was a pleasure to work with the professionals at Matrix. Their expertise in these types of middle market transactions was a real value-add for their client and was very helpful to our underwriting group from start to finish." Ron Kerdasha, Senior Vice President - LaSalle Business Credit

	"We retained Matrix to sell our convenience stores based on recommendations from other firms who had used their services, as well as Matrix’s excellent reputation in our industry. We were extremely pleased with the results. The high level of buyer participation and the number of offers we received were far above our projections. The Matrix team was very professional and easy to work with, thus making a rather stressful event run as smooth as possible." Angus I. Hines, President - Sentry Food Mart

	"Tom, Cedric, Matt and the whole Matrix team were able to bring a wide variety of potential buyers down to our area, which helped maximize the proceeds for this sale process." Mark Lipscomb, President - FFP

	"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

	"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

	"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 sale transaction spearheaded by Matrix on behalf of the Briggs family required a great deal of in-depth knowledge of our industry, markets and products. Throughout demanding negotiations with the many personalities and institutions involved, Tom Kelso and Cedric Fortemps repeatedly overcame significant obstacles and kept the process and players moving forward. Their extensive experience, expertise, and sheer determination were invaluable to our efforts to sell our hotel portfolio." Malcolm Briggs, President - Briggs Hospitality

	"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.

	"The Matrix process was very positive and included a detailed analysis of the value of assets to be sold and how the process would be achieved on an optimum and orderly basis. The transition went smoothly and we believe that both WilcoHess and Sampson-Bladen will be very pleased with their new acquisitions which are all productive stores." Dillon Wooten, President - Wooten Oil Company

	"This transaction was as smooth as any in which I have participated (buy or sell) and Matrix was a big part of that. The team at Matrix was prompt, efficient, on top of the issues and provided us with solid advice throughout the deal." Rich Horowitz, President & COO - RAF Industries

	"Bill Weirich’s in-depth understanding of our industry and the professional process conducted by Matrix were important factors in a successful transaction for all parties." Mike Stoddard, President & CEO - Aeriform

	"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