Strategic Advisory

We offer strategic advice and provide business development to owners, CEOs, and senior management teams

We deliver strategic and financial advice to both public and private businesses using experience gained through years of corporate finance, investment banking and senior leadership.  We also seek to generate revenue opportunities for our clients by leveraging our vast professional network.

Matrix Private Capital Group’s philosophy is to help clients realize their goals through close collaboration and long-term commitment. We believe deeply in the value of partnership and alignment of interests.

Our Approach

We believe our clients benefit from a differentiated approach to providing strategic solutions:

Breadth and depth of experience

  • Our CEO and advisory board members have held management and board positions at multiple Fortune 500 companies
  • Our team has years of experience in investment banking, public and private investing, corporate advisory and wealth management

Extent of industry relationships

  • Our senior leadership has developed a vast network of C-suite and board-level relationships globally

Niche focus

  • Unlike traditional wealth management companies, we take a holistic approach to clients’ portfolios by helping them grow their privately-owned businesses as well as their liquid assets
  • We target small and middle market companies that often go overlooked by other financial services firms

Client alignment

  • Our success is measured by the value we create for our clients