MATRIX

CORPORATE FINANCE:

Your trusted advisors for
corporate financial transactions.

780-826-4460
Find out how we can help optimize your company for sale, merger, acquisition or growth. Call today!

780-826-4460
Find out how we can help optimize your company for sale, merger, acquisition or growth. Call today!

Matrix Corporate Finance: Advisory Services


We’ll help you to optimize your ability to sell, merge, acquire or grow your business, and guide you through the complex transaction process.

SELL

Acting on behalf of sellers is the cornerstone of our business and our main area of expertise. Our wealth of experience will help guide you pre, during and post the negotiation process.

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GROW

Understanding the expectations of public and private investors enables us to best advise you on how to secure financing from the most suitable source(s), at favourable rates.

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BUY

We will help you to accurately assess the value of a target business, or search to find your optimal match. We’ll then work with you to see the deal through to completion.

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PLAN

Looking for innovative and catered approaches to shape your company for growth? Let us design and implement a company-specific plan that will set you a notch above the competition.

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SELL

Acting on behalf of sellers is the cornerstone of our business and our main area of expertise. Our wealth of experience will help guide you pre, during and post the negotiation process.

View Details

GROW

Understanding the expectations of public and private investors enables us to best advise you on how to secure financing from the most suitable source(s), at favourable rates.

View Details

BUY

We will help you to accurately assess the value of a target business, or search to find your optimal match. We’ll then work with you to see the deal through to completion.

View Details

PLAN

Looking for innovative and catered approaches to shape your company for growth? Let us design and implement a company-specific plan that will set you a notch above the competition.

View Details

Who We Are


During their time in corporate finance, our principals and vice-president 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:


As seasoned tax and business advisors, we are able to:

01.

Uncover Hidden Value in Your Enterprise

02.

Identify Buyers or Sellers

03.

Present Acquisition or Financing Opportunities

04.

Lead the Negotiation Process

05.

Provide Post-Acquisition Consulting and Assistance

01.

Uncover Hidden Value in Your Enterprise

02.

Identify Buyers or Sellers

03.

Present Acquisition or Financing Opportunities

04.

Lead the Negotiation Process

05.

Provide Post-Acquisition Consulting and Assistance

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.

100+

principal-led transactions

$5M - $25M

transaction size

10+ years

of financial transactions

Highly Qualified Team


The principals at Matrix offer over twenty-five years of deal-making experience, bolstered by in-depth financial and tax expertise, and a working knowledge of what it takes to successfully grow a business. Our skilled financing specialist has keen insight into lender requirements and is 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.

Brian Ross FCPA, CPA

Principal

Brian Ross is a graduate of the University of Alberta with a Bachelor of Arts in Economics and Bachelor of Commerce in Accounting. He earned his Chartered Accountant designation in 1985 with a national firm in Edmonton and has been practicing in Bonnyville and Cold Lake for more than 25 years as an owner and partner of the leading accounting firm in the area.

Greg Sylvestre CPA, CA

Principal

Greg Sylvestre holds a Bachelor of Commerce degree from The University of Calgary and the University of Strathclyde, Glasgow. He earned his Chartered Accountant and Certified Financial Planner designations in 1999 with a national CA firm in Calgary before joining a leading accounting firm in 2006 in his hometown of Bonnyville, Alberta, where he’s now an owner and partner. He is a past facilitator of the ICAA’s Corporate Controllership Program and a graduate of the CICA’s In-Depth Tax Program (1 and 2).

Mike Wurzer CPA, CA

Vice-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.

Sector-Specific Specialty


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 three offices position us for prime access and insider knowledge of Alberta’s oil and gas industry.

Our Process: Getting to Know Your Business


Defined and rigorous processes help us to maximize deal value and conduct successful financial transactions.

Sell Side

We’ll find and highlight your key attributes for a maximized sales price.

Buy Side

We’ll help target an acquisition and negotiate on your behalf.

Financing

We’ll create a business plan and connect you with the right lenders.

Testimonial


“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.

Contact Us


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.

Bonnyville

4114 50 Avenue,
P.O. Box 6279
Bonnyville, Alberta T9N 2G8
Phone: 780-826-4460
Fax: 780-826-3705

Cold Lake

615 Lakeshore Drive
Cold Lake, Alberta T9M 1A2
Phone: 780-639-2122
Fax: 780-639-2151

Edmonton

Suite 200, 10004 79 Avenue
Edmonton, Alberta T6E 1R5
Phone: 780-463-8716
Fax: 780-463-7330

For more information please contact us.