RICHMOND, Va. -- Matrix Capital Markets Group Inc. has announce several personnel changes in its Energy & Multi-Site Retail (EMR) Group.
Vance Saunders, CPA, was promoted to the position of senior associate on August 1, 2011. Saunders is responsible for financial, industry and buyer research, creating valuation and financing models and preparing selling and private placement memoranda. In addition, Saunders is responsible for transaction execution and client advisory.
In June, Sean P. Dooley, senior analyst, completed his Level 1 Chartered Financial Analyst examinations and is currently a Level 2 candidate.
Effective October 3, 2011, Stephen C. Lynch, CPA, will join the firm as a senior analyst. He will be responsible for financial, industry and buyer research, creating valuation and financing models and preparing selling and private placement memoranda. Prior to joining Matrix, Lynch had been an audit senior with Deloitte & Touche LLP.
Matt Murphy Jr., CFA, left the firm effective July 22, 2011, to join the Fixed Income Department at Eaton Vance Investment Managers as a vice president and global products specialist Boston.
"At Matrix, we continue to strive to build the most qualified team of financial professionals because we are dedicated to providing the absolute best financial advisory and transaction execution services to our clients," said Thomas E. Kelso, managing director and head of Matrix's EMR Group. "We congratulate Vance on his well deserved promotion and Sean on his significant achievement in completing his Level 1 CFA. We welcome Stephen and are excited by the unique background and perspective he brings to our team. Finally, we congratulate Matt on his new position and greatly appreciate his hard work and dedication over the last seven years. We are proud of the work he has done and wish him well in his new position at Eaton Vance."
Matrix's EMR Group is a national leader in providing transactional advisory services to companies in the downstream energy and multi-site retail sectors including convenience store chains, petroleum marketers, fuels distributors, retail propane distributors, heating oil distributors, lubes retailers and distributors, terminal operators, fuels transportation companies, hospitality companies and other specialty retail chains. Team members are dedicated to these sectors and draw upon complementary experiences to provide advisory services to complete sophisticated merger and acquisition transactions, debt and equity capital raises, corporate restructurings, corporate valuations and strategic planning engagements.
Since its inception in 1997, this dedicated group has successfully advised on more than 90 engagements in these sectors.
Matrix Capital Markets Group is a leading middle-market investment bank headquartered in Richmond, Va. Since 1988, Matrix has focused on providing merger and acquisition and financial advisory services for corporate and privately held companies, including sales and divestitures, Staged Liquidity Transactions, management buyouts and debt and equity placements. Matrix has served clients in a wide range of industries, including industrial manufacturing and distribution, building products, capital equipment, consumer products and petroleum marketing and distribution.
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