corporate financial transactions.
Matrix Corporate Finance: Advisory Services
Who We Are
Since its inception, the experienced deal-makers at Matrix Corporate Finance have helped over one hundred clients complete successful acquisitions or divestitures. That’s a record that rivals many of the national corporate finance firms. Our history and expertise, our strong understanding of the local market, and our connections to viable industry players, make us the “go-to” corporate finance firm in Northern Alberta.
What We Do:
How We’re Different:
We’re dedicated to work with you and prepare you for your desired objective. Our continued presence post-transaction to ensure successful integration and tax planning, sets our firm apart.
$5M - $25M
Highly Qualified Team
At Matrix we have abundant deal-making experience that’s bolstered by in-depth financial and tax expertise. Above all, we have practical, working knowledge of what it takes to successfully grow a business. Our keen insight into lender requirements means we’re able to target your ideal lending source and lead subsequent negotiations. In addition, we engage industry-leading advisors in corporate and tax law to ensure our clients’ interests are protected to the highest degree.
Mike Wurzer CPA, CA
Principal and President
Mike Wurzer holds a Bachelor of Commerce degree from the University of Alberta. He earned his Chartered Accountant designation in 2008 with a national CA firm in Calgary. Mike is also a graduate of CICA’s In-Depth Tax Program. Mike has a combination of industry and public practice experience. Working in local and national public practice firms has provided him with a breadth and depth of experience with all sizes of companies. In 2020, Mike took over the Matrix practice from previous ownership, becoming the sole principal.
Our clients come from a variety of industries including oilfield technology, lodging and hospitality, retail, transportation and environmental services. However, with offices in Edmonton, Cold Lake and Bonnyville (the latter two a central hub of oilfield activity in Alberta’s northeast corridor) we specialize in the oil and gas sector. Our geographic location and local connections provide us with an insider’s knowledge of the oilfield production and service sectors. We leverage this expertise to the benefit of our petroleum industry clientele by helping to recognize potential synergies between industry players and financial buyers.
Our Process: Getting to Know Your Business
“We would highly recommend Matrix Corporate Finance to anyone considering selling their business. The Matrix team took care of everything from the initial contacts through to the final closing. They professionally liaised with prospective purchasers, lawyers, tax advisors and accountants, helping us make sense of the
transaction process. Most importantly to us they were always available; calmly and professionally helping us through the stressful times associated with any sale. They did a great job – we couldn’t have done it without them.”
Glenn and Tracy Flynn, Christina Lake Enterprises Ltd.
If you are looking for help in realizing success in your business objectives, be they small or large scale, please contact us to discuss how our services could benefit you. All calls are held in the strictest of confidence, as are any follow up activities to help you with your merger, sale, acquisition or financing.