Downstream Energy & Convenience Retail
Investment Banking Group

400 East Pratt Street, Suite 310
Baltimore, MD 21202
(667) 217-3320
Contact: Spencer Cavalier

Gateway Plaza
800 East Canal Street, Suite 850
Richmond, VA 23219
(804) 591-2039
Contact: Cedric Fortemps

Matrix Capital Markets Group, Inc. – Downstream Energy & Convenience Retail Investment Banking Group



Matrix’s Downstream Energy & Convenience Retail Investment Banking Group (“DER Group”) is recognized as the national leader in providing transactional advisory services to companies in the downstream energy and convenience retailing sectors, petroleum marketing & distribution, propane distribution, heating oil distribution, lubricants distribution, petroleum logistics, terminals and car washes.  Group 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 valuations, special situations and strategic planning engagements.  Since 1997, our Downstream Energy & Convenience Retail Investment Banking Group has successfully completed over 260 engagements with a total transaction value of more than $13 billion.

With each assignment, we are committed to maximizing value for, and exceeding the expectations of, our clients. Regardless of the situation, there is no “one-size-fits-all” transaction process, which is why we customize every transaction in order to meet the unique and specific needs of each client. By running a targeted and structured transaction process, we are able to achieve the highest transaction value for our clients available in the market at that time. We pride ourselves on flawless execution and offering an intensive, detailed approach to each and every transaction we handle. This is why “We’re Known By The Work We Do”.

Our DER Group is part of Matrix Capital Markets Group, Inc., an independent, advisory focused, privately-held investment bank headquartered in Richmond, VA, with an additional office in Baltimore, MD. Since 1988, we have provided merger & acquisition and financial advisory services for privately-held, private-equity owned, not-for-profit and publicly traded companies. Matrix transaction professionals hold securities licenses through our wholly owned affiliate, MCMG Capital Advisors, Inc., a member of FINRA and SIPC.



Our Downstream Energy & Convenience Retail Investment Banking Group consists of nineteen investment banking professionals that are totally dedicated to serving the petroleum marketing and convenience store industry, with a deep understanding of the industry and the issues affecting marketers. We have a proven ability to effectively structure and actively manage transactions customized to successfully maximize value for our clients. Our work is highly respected by our clients, buyers, lenders, private equity firms and other deal professionals. Our investment bankers are highly experienced, licensed and credentialed and have extensive relationships and negotiating experience with all types of buyers, sellers and capital providers.