Citizens Financial Group Adds to Advisory Capabilities with Acquisition of Matrix Capital Markets Group, strengthening coverage of Downstream Energy & Convenience Retail sectorPress Release | About Citizens Capital Markets & Advisory

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A leading, client-focused investment bank

Advisory Services


Mergers & Acquisitions

Matrix’s merger and acquisition services include: Company sales and recapitalizations, corporate carve-outs, special situations, management buyouts, and buy-side representation.

Mergers & Acquisitions

Capital Advisory

Matrix helps clients navigate the increasingly complex capital markets landscape when contemplating events ranging from refinance strategies to complete recapitalizations and everything in between.

Capital Advisory

Valuation Advisory

Matrix provides business valuation services to a broad range of companies in many industries.  Our experience allows us to perform complex valuation assignments to value equity, debt and derivative securities.

Valuation Advisory

Our Industry Expertise


No two industries are the same and our services are not one-size-fits-all. The Matrix team brings years of experience to the table, helping our clients navigate the nuances specific to their industry.

Dedicated Sector Advisory

Team members in our Dedicated Sector Advisory Groups focus exclusively on certain industries to provide the specific expertise needed, no matter how complex the transaction.

Broad Sector Advisory

Broad Sector team members have developed transaction-specific expertise that benefits clients across multiple industries enabling them to serve a diverse customer base.

My family and I would like to thank Cedric, Kyle, Ethan, and the rest of the Matrix Team for their tireless efforts during this process. Their credibility, expertise, and professionalism – not only throughout the sale, but over years of valuations and guidance – showed why the Matrix Team was the right fit to lead us through this important milestone.

Michael Harrell, President, Jernigan Oil

Recent Transactions


Explore our recent transactions and see how we’ve helped hundreds of clients across a wide range of industries.

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