What We Do

Investment Banking and M&A Support —
Transaction Support

Matrix Associates can work with other professionals and internal M&A groups, delivering key support during the buy/sell process and performing critical projects in a timely manner to facilitate a smooth transaction.

Due Diligence

We use our forensic accounting and business acumen to ferret out the truth behind the seller’s financial projections and plans.

Restructuring/ Revitalization

We can effect a complete restructuring or simply tune operations for maximum efficiency, helping sellers present the business in its full potential.

Packaging/ Presentation

We create quality documentation, confidential memorandums, and presentations that show the business in its best light.

Negotiation Support

The Matrix team can help buyer or seller achieve their goals in a transaction. Our principals have been buying and selling businesses for over 20 years and are able to get the best possible value from either side of the table.

Financial Analysis

Our forensic accounting, GAAP, FASB, and SEC experience and our financial modeling capability can be critical to buyer or seller either to evaluate the assumptions behind a business’s financial presentation or to present the potential of a business that is recovering or in early growth stages.

Transaction Financing Support

We help buyers secure debt or equity as required to successfully complete purchases and operate the acquired enterprise.

Transaction Management

We project manage acquisitions, mergers, and divestitures from start to finish, holding participants to a time line and moving to a successful close.

Transition Management

We help buyers integrate their acquisitions, melding financial systems, IT infrastructure, and organizational cultures.