Matrix Capital Markets Group

Acquired By Citizens Bank
Investment banking services focused on mergers, acquisitions, capital advisory, and valuations.
Annual revenue - Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors 1 Known backers
Products 2 Services tracked
Competitors - Brand Intelligence

About Matrix Capital Markets Group

Matrix Capital Markets Group is a company was acquired by Citizens Bank in February 2026. Matrix Capital Markets Group has completed 1 acquisition, including Quarles Petroleum. Matrix Capital Markets Group offers products and services including Mergers & Acquisitions and Capital Advisory.

  • Sectors
    Business Services
    Financial Services
  • Phone
    Locked
  • Social
    Locked
  • Legal Name Matrix Capital Markets Group, Inc
Operational Areas
Business Services → Financial, Accounting & Compliance Services Unlock Sub-Sector Unlock Segment
Financial Services → Capital Markets & Trading Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    Not available
  • Investors
  • Employee Count
    Not available
  • Investments & Acquisitions
  • Acquired by
    Citizens Bank

    & 1 more

    (Feb 27, 2026)

Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • Full access to every database India & global coverage, advanced filters and rich profile details
  • Always-on access from your team account Single premium plan for everything you see on the portal

Products & Services of Matrix Capital Markets Group

Matrix Capital Markets Group offers a comprehensive portfolio of products and services, including Mergers & Acquisitions and Capital Advisory.

Product name locked
Category locked
Primary

Advisory services for company sales, recapitalizations, and buy-side representation are provided to clients across various sectors.

Product name locked
Category locked
Locked

Guidance in capital markets, including refinance strategies and recapitalizations, is offered to public, private, and not-for-profit entities.

People of Matrix Capital Markets Group

Headcount 10-50
Employee Profiles 16
Employee Profiles
People
James P. Mickelinc
Associate
People
P. Carver
Director Of Marketing & Communications
People
Matt C. Oldhouser
Vice President
People
Barrett F. Smith
Senior Analyst

Unlock access to complete

Funding Insights of Matrix Capital Markets Group

Premium access

Detailed funding history for Matrix Capital Markets Group

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investors in Matrix Capital Markets Group

Matrix Capital Markets Group has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Citizens Bank.

All
Institutional
Investor Description Founded Year Domain Location
Commercial banking services are provided to individuals and businesses.
Locked Locked Locked
Premium access

Investor details for Matrix Capital Markets Group

Investor domains, locations, round participation, and complete history require an active premium plan.

  • Investor domains
  • Investor locations
  • Funding rounds
  • Participation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Matrix Capital Markets Group

Matrix Capital Markets Group has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Quarles Petroleum.

Investments
Premium access

Investment portfolio details for Matrix Capital Markets Group

Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.

  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

Verified entity values are shown only after access is granted.

Acquisitions
Company Name Description Domain Location Founded Year Amount
Residential heating fuel and fleet fueling services are supplied.
Locked Locked 1940 Locked
Premium access

Complete acquisition details for Matrix Capital Markets Group

Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.

  • Transaction dates
  • Acquired stakes
  • Disclosed values
  • Domains and locations

Verified entity values are shown only after access is granted.

Financial Statements - Matrix Capital Markets Group

Premium access

Detailed financials for Matrix Capital Markets Group

Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.

  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

Verified entity values are shown only after access is granted.

Matrix Capital Markets Group Comparisons

Matrix Capital Markets Group Primary company
Description
Investment banking services focused on mergers, acquisitions...
Location
-
Founded Year
-
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
Premium access

Peer comparison for Matrix Capital Markets Group

Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.

  • Named peers
  • Headcount comparison
  • Funding comparison
  • Operating benchmarks

Verified entity values are shown only after access is granted.

+
Add Comparison
Available on Premium

Competitors of Matrix Capital Markets Group

Premium access

Detailed competitors of Matrix Capital Markets Group

Competitor domains, locations, full profiles, and operating metrics require an active premium plan.

  • Domains and locations
  • Full company profiles
  • Operating metrics
  • Competitive positioning

Verified entity values are shown only after access is granted.

Latest news on Matrix Capital Markets Group

Premium access

Complete news archive for Matrix Capital Markets Group

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Matrix Capital Markets Group

Matrix Capital Markets Group is described as an independent, privately-held investment bank that provides advisory services in mergers and acquisitions, capital advisory, and valuation across diverse industries. Client testimonials indicate that professional guidance is delivered during transactions, with emphasis on industry-specific expertise and regulatory compliance. Offices are maintained in Richmond, Virginia, and Baltimore, Maryland, where services are tailored to navigate complex financial landscapes effectively. The firms role in facilitating seamless transactions is highlighted through its dedicated teams and broad sector advisory.

Matrix Capital Markets Group offers Mergers & Acquisitions and Capital Advisory.

Matrix Capital Markets Group has made 1 acquisition, including Quarles Petroleum.

Matrix Capital Markets Group has 1 investor. Key investors include Citizens Bank.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available