Matrix Capital Markets Group Overview

  • Service
  • Investment Bank
  • Founded
  • 1988
Founded
  • Serviced Companies
  • 147
  • Serviced Deals
  • 143
  • Serviced Investors
  • 17

Matrix Capital Markets Group General Information

Description

Established in 1988, Matrix Capital Markets Group is an independent and privately-held investment bank headquartered in Richmond, Virginia. The firm provides mergers and acquisitions, and financial advisory services for privately-held, private equity-owned, and publicly traded companies. The firm further offers advisory services on company sales, recapitalizations, management buyouts, carve-outs, capital raising, and corporate divestitures. Matrix serves clients across a wide range of industries, including downstream energy, convenience retail, healthcare, industrial products, building products, lumber, consumer products, and business services.

Contact Information

Year Founded
1988
Service Provider Type
Investment Bank
Primary Office
  • Two James Center, 1021 East Cary Street
  • Suite 1150
  • Richmond, VA 23219
  • United States
+1 (804) 000-0000

Matrix Capital Markets Group Services to Companies

Service on a Deal (144)

Company Name Service Provided Deal Date Deal Type Deal Amount
Dixie Gas & Oil Advisor: General Oct 2020 00000 0000000
0000000 0000000 00 Advisor: General Sep 2020 00000 0000000
000000000 000 0000 Advisor: General Aug 2020 00000 0000000
000000 000 (000 00 Advisor: General Jun 2020 00000 0000000
000000 00000 Advisor: Financial Due Diligence May 2020 00000 0000000
000000 00 00000 Advisor: General Mar 2020 00000 0000000
000 (000) Advisor: General Oct 2019 00000 0000000
000 0000000 ( 00 0 Advisor: General Oct 2019 00000 0000000
G.G. Schmitt & Sons Advisor: General Sep 2019 00000 0000000
Schmuckal Oil Advisor: General Aug 2019 00000 0000000
You’re viewing 10 of 144 services to companies. Get the full list »
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Matrix Capital Markets Group Services to Investors

Service on a Deal — Buy Side (17)

Investor Name Service Provided Deal Date Deal Type Deal Amount
7-Eleven Advisor: General Sep 2019 00000 0000000
00000 00000 Advisor: General Dec 2018 00000 0000000
000000 000 Advisor: General Aug 2017 00000 0000000
000000 000 Advisor: General Jun 2017 00000 0000000
0000000000000 00 0 Advisor: General Aug 2015 00000 0000000
000000 00000000000 Advisor: General Mar 2015 00000 0000000
00000 000000000 Advisor: General Sep 2013 00000 0000000
000 000000 0000000 Advisor: General Dec 2012 00000 0000000
American Industrial Partners Advisor: General Nov 2011 00000 0000000
Uni-Marts Advisor: General Jan 2007 00000 0000000
You’re viewing 10 of 17 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (46)

Investor Name Service Provided Deal Date Deal Type Deal Amount
EnergyUnited Electric Membership Corporation Advisor: General Sep 2020 00000 0000000
000000 00000 000 0 Advisor: General Sep 2020 00000 0000000
0000000000 0000000 Advisor: General Aug 2020 00000 0000000
000000 00000 000 0 Advisor: General Apr 2020 00000 0000000
0000000 000000000 Advisor: General Feb 2020 00000 0000000
0000000 00000000 Advisor: General Dec 2019 00000 0000000
00000 000 Advisor: General Sep 2018 00000 0000000
00000000 000000000 Advisor: General Aug 2018 00000 0000000
Cheshire Oil Advisor: General Jul 2018 00000 0000000
Cheshire Oil Advisor: General Jul 2018 00000 0000000
You’re viewing 10 of 46 services on a deal — sell side. Get the full list »

Matrix Capital Markets Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Matrix Capital Markets Group Team (51)

Name Title Deals Office Contact
Info
Thomas Kelso President, Board Member, Managing Director, Principal, Head of Downstream Energy 00 Richmond, VA
Vance Saunders Managing Director & Principal 0 Richmond, VA
Amanda Thompson Co-Head of Healthcare Investment Banking, Managing Director Richmond, VA
Vasanta Pundarika Co-Head of Healthcare Investment Banking, Managing Director Richmond, VA
David Shoulders Managing Director and Head of Consumer and Industrial Products Group 0 Richmond, VA
You’re viewing 5 of 51 team members. Get the full list »

Matrix Capital Markets Group Board Members (1)

Name Representing Role Since
Thomas Kelso Matrix Capital Markets Group President, Board Member, Managing Director, Principal, Head of Downstream Energy 000 0000
To view Matrix Capital Markets Group’s complete board members history, request access »