Matrix Capital Markets Group Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1988

Year Founded

  • Employees
  • 56

Employees

  • Serviced Companies
  • 186

  • Serviced Deals
  • 181

  • Serviced Investors
  • 26

Matrix Capital Markets Group General Information

Description

Established in 1988, Matrix Capital Markets Group is an independent and privately-held investment bank based 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
Corporate Office
  • Gateway Plaza
  • 800 East Canal Street, suite 850
  • Richmond, VA 23219
  • United States
+1 (804) 000-0000

Matrix Capital Markets Group Services to Companies

Service on a Deal (182)

Company Name Service Provided Deal Date Deal Type Deal Amount
Eastern Sierra Propane Advisor: General Jan 2024 00000 0000000
Shape (Addison) Advisor: General Jan 2024 00000 0000000
Bobby Taylor Oil Company Advisor: General Jan 2024 00000 0000000
Springer Eubank Company Advisor: General Nov 2023 00000 0000000
H. A. Mapes Advisor: General Aug 2023 00000 0000000
Mystic Oil Company Advisor: General Jul 2023 00000 0000000
American Producers Supply Co. Advisor: General Jul 2023 00000 0000000
Vital Plastics Advisor: General Jul 2023 00000 0000000
BeWell Network Advisor: General Jul 2023 00000 0000000
Short Stop Food Marts ( 43 retail stores) Advisor: General Apr 2023 00000 0000000
You’re viewing 10 of 182 services to companies. Get the full list »

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Matrix Capital Markets Group Services to Investors

Service on a Deal — Buy Side (25)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Apollo Veterinary Medical Hospitals Advisor: General Jun 2023 00000 0000000
Boyett Petroleum Advisor: General May 2023 00000 0000000
Saratoga Harness Racing Advisor: General Sep 2022 00000 0000000
Penn Tank Lines Advisor: General Jul 2022 00000 0000000
Tri Gas & Oil Advisor: General Jun 2022 00000 0000000
Jacksons Food Stores Advisor: General Oct 2021 00000 0000000
Penn Tank Lines Advisor: General Jan 2021 00000 0000000
RelaDyne Advisor: General Dec 2020 00000 0000000
7-Eleven Advisor: General Sep 2019 00000 0000000
Giant Eagle Advisor: General Dec 2018 00000 0000000
You’re viewing 10 of 25 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (76)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Hicks Oils Advisor: General Feb 2024 00000 0000000
Gen Cap America Advisor: General Jan 2024 00000 0000000
Santmyer Companies Advisor: General Dec 2023 00000 0000000
Gen Cap America Advisor: General Nov 2023 00000 0000000
Coborn's Advisor: General Nov 2023 00000 0000000
Antilles Power Depot Advisor: General Jun 2023 00000 0000000
WTG Fuels Advisor: General Jun 2023 00000 0000000
TBC Advisor: General Jun 2023 00000 0000000
TBC Advisor: General Jun 2023 00000 0000000
Boyett Petroleum Advisor: General May 2023 00000 0000000
You’re viewing 10 of 76 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 (62)

Name Title Deals Office Contact
Info
James Munsey Chief Operating Officer Richmond, VA
Cedric Fortemps Co-Head, Downstream Energy & Convenience Retail Investment Banking, Managing Director & Principal 00 Richmond, VA
Vance Saunders Managing Director, Principal & Member of the Downstream Energy & Convenience Retail Investment Banking Group 0 Richmond, VA
Spencer Cavalier President, Managing Director, Principal & Co-Head, Downstream Energy & Convenience Retail Investment Banking 00 Baltimore, MD
John Underwood Managing Director 0 Richmond, VA
You’re viewing 5 of 62 team members. Get the full list »

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