Matrix Capital Markets Group
Matrix specializes in advising multi-site retail and downstream petroleum companies on mergers and acquisitions as well as capital raises. More specifically, we are the #1 transactional advisory firm in the U.S. advising petroleum marketing and convenience store companies on buy-side and sell-side transactions.
As a member of Matrix's Energy & Multi-Site Retail Team, I am responsible for co-managing middle market clients on transactions including exclusive sales, divestitures, acquisitions, recapitalizations, restructurings, distressed asset sales, valuations, and strategic planning. I have specific expertise advising downstream petroleum and multi-site retail businesses, having advised over 50 such companies on various transactions, with the majority of those companies being petroleum marketers and convenience store chains. I have also advised hospitality, manufacturing, distribution, consumer services, and business services companies. I hold the Chartered Financial Analyst designation and am a member of the CFA Institute, and am qualified as a Series 7 and Series 63 FINRA General Securities Representative. I graduated cum laude with a B.S.B.A. with a concentration in Finance from the University of Richmond and serve on the Advisory Board for University's Student Managed Investment Fund.