Matrix Capital Markets Group Overview

  • Service
  • Investment Bank
  • Founded
  • 1988
Founded
  • Employees
  • 44
Employees
  • Serviced Companies
  • 161
  • Serviced Deals
  • 160
  • Serviced Investors
  • 21

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
Primary 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 (161)

Company Name Service Provided Deal Date Deal Type Deal Amount
Peak Energy (Energy Marketing) Advisor: General Dec 2021 00000 0000000
0000 000000000 Advisor: General Dec 2021 00000 0000000
0000000 000 000000 Advisor: General Dec 2021 00000 0000000
0000000 000000 000 Advisor: General Dec 2021 00000 0000000
000000 000 0000000 Advisor: General Nov 2021 00000 0000000
00000 0000 Advisor: General Nov 2021 00000 0000000
00 00000 Advisor: General Nov 2021 00000 0000000
0000000 000 000 00 Advisor: General Jun 2021 00000 0000000
Van Unen Miersma Propane Advisor: General May 2021 00000 0000000
ASAP Expediting & Logistics Advisor: General Feb 2021 00000 0000000
You’re viewing 10 of 161 services to companies. Get the full list »
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Matrix Capital Markets Group Services to Investors

Service on a Deal — Buy Side (20)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Jacksons Food Stores Advisor: General Oct 2021 00000 0000000
0000 0000 00000 Advisor: General Jan 2021 00000 0000000
00000000 Advisor: General Dec 2020 00000 0000000
0-000000 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
Schurz Communications Advisor: General Mar 2015 00000 0000000
Lions Petroleum Advisor: General Sep 2013 00000 0000000
You’re viewing 10 of 20 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (61)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Jack's Convenience Stores Advisor: General Dec 2021 00000 0000000
000-00000 00000000 Advisor: General Dec 2021 00000 0000000
00000000000000000 Advisor: General Dec 2021 00000 0000000
00000000 00000000 Advisor: General Oct 2021 00000 0000000
000000 000000 0000 Advisor: General Oct 2021 00000 0000000
0000000 0000 00000 Advisor: General Sep 2021 00000 0000000
0000000 0000 00000 Advisor: General Sep 2021 00000 0000000
0000000 0. 00000 Advisor: General Aug 2021 00000 0000000
Circle K Advisor: General Jun 2021 00000 0000000
R. M. Parks, Inc. Advisor: General Jan 2021 00000 0000000
You’re viewing 10 of 61 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 (56)

Name Title Deals Office Contact
Info
Thomas Kelso President, Managing Director, Principal & Member of the Downstream Energy & Convenience Retail Investment Banking Group 00 Richmond, VA
Cedric Fortemps Co-Head, Downstream Energy & Convenience Retail Investment Banking, Managing Director & Principal 00 Richmond, VA
Spencer Cavalier Managing Director, Principal & Co-Head, Downstream Energy & Convenience Retail Investment Banking 00 Baltimore, MD
Vance Saunders Managing Director, Principal & Member of the Downstream Energy & Convenience Retail Investment Banking Group 0 Richmond, VA
John Underwood Managing Director 0 Richmond, VA
You’re viewing 5 of 56 team members. Get the full list »