Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Andrew LoPrestiDirector & Member of Downstream Energy & Convenience Retail Investment Banking
- David ShouldersManaging Director & Head of Consumer & Industrial
- James MickelincSenior Associate & Member of Downstream Energy & Convenience Retail Investment Banking Group
- Kyle TippingVice President & Member of Downstream Energy & Convenience Retail Investment Banking Group
- ·Watchlist + deal alerts for Matrix Capital Markets Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Matrix Capital Markets Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Matrix Capital Markets Group
Provider of independent investment banking and financial advisory services intended to serve clients across automotive aftermarket, downstream energy, consumer products, business services, and multiple industrial markets. The company delivers mergers, acquisitions, capital advisory, and valuation services with senior-level attention and independent expertise, thereby maximizing transaction value for its clients.
- Sector
- Financial Services
- HQ
- Richmond, VA, United States
- Employees
- 48
- Website
- matrixcmg.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Matrix Capital Markets Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Matrix Capital Markets Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Matrix Capital Markets Group in its N-PORT filings yet. We sweep new filings monthly.