Matrix Capital Markets Group
About Matrix Capital Markets Group
Matrix Capital Markets Group is a Business Services company, and was acquired by Citizens Bank in February 2026. Investment banking services focused on mergers, acquisitions, capital advisory, and valuations. It operates in the Business Services and Financial Services sectors. 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. Its focus areas include Capital Advisory, Valuation Services, Equity and Debt Valuation and Investment Banking. Its legal entity is Matrix Capital Markets Group, Inc.
Company details
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.
- Stage Acquired
- SectorsBusiness ServicesFinancial Services
- Phone•••• ••••
- Website matrixcmg.com
- Social LinkedIn
- Acquired by Citizens Bank (Feb 2026)
- Legal Name Matrix Capital Markets Group, Inc
- Investors
- Investments & Acquisitions
- Acquired by
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.
Advisory services for company sales, recapitalizations, and buy-side representation are provided to clients across various sectors.
Guidance in capital markets, including refinance strategies and recapitalizations, is offered to public, private, and not-for-profit entities.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided to individuals and businesses. | 1828 | citizensbank.com | Providence, United States |
Investor details for Matrix Capital Markets Group
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- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Matrix Capital Markets Group
16 people are tracked at Matrix Capital Markets Group (9 in leadership, 7 in team).
| Name | Role | Group |
|---|---|---|
P. Carver | Director Of Marketing & Communications | Leadership |
Matt C. Oldhouser | Vice President | Leadership |
Cedric Fortemps | Co-head Of Downstream Energy & Convenience Retail Group, Managing Director & Principal | Leadership |
Ashley Y. Duran | Director Of Compliance | Leadership |
David L. Corbett | Director | Leadership |
Honor Carver | Director Of Marketing & Communications | Leadership |
Andrew Lopresti | Director | Leadership |
James B. Munsey | Chief Operating Officer | Leadership |
John C. Duni | Vice President | Leadership |
James P. Mickelinc | Associate | Team |
Barrett F. Smith | Senior Analyst | Team |
Kelly A. Simons | Senior Marketing Coordinator | Team |
Matthew L. Paniccia | Senior Analyst | Team |
Yolanda M. Williams | Controller | Team |
G. Reilly Erhardt | Analyst | Team |
Mari - Katherine O’ferrall | Senior Administrative Assistant | Team |
Complete people profiles for Matrix Capital Markets Group
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Residential heating fuel and fleet fueling services are supplied. | quarlesinc.com | Fredericksburg, United States | 1940 | Jul 2022 | •••• |
Complete acquisition details for Matrix Capital Markets Group
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Matrix Capital Markets Group
3 dated milestones of Matrix Capital Markets Group across 4 years, from founding to its latest funding, stage changes and deals.
- Acquisition Acquires Quarles Petroleum.
- Exit Acquired by Citizens Bank.
- Exit Acquired by Citizens Bank.
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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.
Matrix Capital Markets Group operates through Matrix Capital Markets Group, Inc.
Yes. Matrix Capital Markets Group was acquired by Citizens Bank in February 2026.