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Matrix Capital Markets Group

Matrix Capital Markets Group
I-BANK SERVICE
1988 FOUNDED
133 SERVICED COMPANIES
128 SERVICED DEALS
13 SERVICED INVESTORS
Description

Matrix Capital Markets Group is an independent and privately-held investment bank headquartered in Richmond, Virginia. Established in 1988, 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.

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 (129)

Company Name Service Provided Deal Date Deal Type Deal Amount
G.G. Schmitt & Sons Advisor: General Sep 2019 00000 0000000
00000000 00000000 Advisor: General Jul 2019 00000 0000000
000000 000 0000000 Advisor: General Jun 2019 00000 0000000
000000000 0000 & 0 Advisor: General May 2019 00000 0000000
0000 000 (00000 00 Advisor: General May 2019 00000 0000000
000-00000 00000000 Advisor: General Feb 2019 00000 0000000
000000 000 Advisor: General Dec 2018 00000 0000000
0000000 00000 Advisor: General Dec 2018 00000 0000000
Express Mart Advisor: General Nov 2018 00000 0000000
Engineered Metals and Composites Advisor: General Sep 2018 00000 0000000
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Matrix Capital Markets Group Services to Investors

Service on a Deal — Buy Side (13)

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
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Service on a Deal — Sell Side (41)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Schmuckal Oil Advisor: General Aug 2019 00000 0000000
00000 000 Advisor: General Sep 2018 00000 0000000
00000000 000000000 Advisor: General Aug 2018 00000 0000000
00000000 000 Advisor: General Jul 2018 00000 0000000
00000000 000 Advisor: General Jul 2018 00000 0000000
000000000 000 0000 Advisor: General Jul 2018 00000 0000000
000 Advisor: General Mar 2018 00000 0000000
0000000000 00000 Advisor: General Mar 2018 00000 0000000
Honey Farms Advisor: General Oct 2017 00000 0000000
STi Fuels Advisor: General Jun 2017 00000 0000000
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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 (45)

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
David Shoulders Managing Director and Head of Consumer and Industrial Products Group 0 Richmond, VA
Spencer Cavalier Managing Director, Principal and Secretary 00 Baltimore, MD
John Underwood Managing Director 0 Richmond, VA

23 Former Team Members

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Matrix Capital Markets Group Board Members (1)

Name Representing Role Since Contact
Info
Thomas Kelso Matrix Capital Markets Group President, Board Member, Managing Director, Principal, Head of Downstream Energy 000 0000