Investment Banking

CapMatrix provides general strategic and transaction-specific advice to clients on a broad spectrum of situations, including private sales and divestitures, acquisitions, mergers, and strategic alliances.

Our firm advises sellers on the range of strategic alternatives available, potential counterparties and industry-specific valuation parameters based upon real-time market information and comprehensive data analysis.

Buy-side engagements involve assisting clients in developing comprehensive strategy to pursue accretive acquisitions, then working to negotiate, structure and consummate purchases.

The CapMatrix leadership team has held Ownership, C-Level, Principal and Executive Management positions within a variety of private and public large corporations and entrepreneurial organizations. As a result, our firm has an intimate understanding of the challenges inherent in raising capital for enhanced growth, joint ventures, acquisitions and new development.

We leverage our broad-based experience to develop an in-depth understanding of each client’s business or strategic initiatives. We then structure funding and design financial models that align with the financial mandates of those firms, while still accomplishing our client’s objectives. Our network, expertise and focused approach enable us to minimize the amount of time spent broadly “marketing” our client’s funding requests.

Our minimum equity raise engagement is typically $10 million dollars, which can be structured in many ways

 We realize that from time to time, despite all the best intentions and planning, businesses can face serious challenges. In those instances, the team at CapMatrix can leverage our collective turnaround and leadership experience to assist our clients and their stakeholders in developing revised strategies that minimize financial impact and implement policies and procedures to mitigate future challenges.