AI-Native Investment Banking

Smart Investment Banking

We combine Wall Street expertise with AI-driven automation to help business owners, buyers and investors exit, acquire, raise capital and restructure. Faster, cost efficient and with higher precision.

Expertise

Team of ex-Wall Street Bankers & McKinsey Advisors with hands-on SMB experience.

Efficiency

AI accelerates research, buyer outreach, diligence and closing.

Results

We align strategy with execution to deliver outcomes that matter.

Aligned Incentives

Advisory focused on your objectives and long-term goals.

About Us

Next-Gen
Investment Banking

MaTrx.ai is a next-generation Investment Banking platform built to combine deep transaction experience with cutting-edge artificial intelligence. Our proprietary AI workflow engine automates the research, analysis, and execution steps of investment banking, delivering efficiency while keeping the personalized, relationship-driven approach that business owners expect.

50+

Buyers Matched Instantly

400+

Lender Network

1-6mo

Avg. Deal Timeline

M&A

  • Deal Sourcing & Origination
  • Due Diligence Support
  • Valuation & Financial Modeling
  • Negotiation & Closing

Financing

  • Acquisition Financing
  • Growth Capital
  • Working Capital
  • Equipment & Asset Financing

We value the network of people that make deals happen

We are proud members of leading industry associations.

ACG - Association for Corporate Growth
IBBA - International Business Brokers Association
Brooklyn Chamber of Commerce - Proud Member
ACG - Association for Corporate Growth
IBBA - International Business Brokers Association
Brooklyn Chamber of Commerce - Proud Member
ACG - Association for Corporate Growth
IBBA - International Business Brokers Association
Brooklyn Chamber of Commerce - Proud Member
ACG - Association for Corporate Growth
IBBA - International Business Brokers Association
Brooklyn Chamber of Commerce - Proud Member
Technology

Our AI
Advantage

Building the Future of Dealmaking. MaTrx is more than advisory. We are leveraging technology that changes how investment banking works.

AI-Powered Research

Automated scanning of market data, comparables, and buyer or seller signals.

Smart Diligence Tools

AI reads financial and legal documents to flag risks and opportunities faster.

Deal Flow Intelligence

Proprietary platform mapping buyers, sellers, and capital sources.

Advisory + AI Integration

Technology does not replace experts. It makes them sharper, faster, and more effective.

Testimonials

What Our
Clients Say

"MaTrx guided us through the entire sale process and found a buyer we never would have reached on our own."

- Founder, Manufacturing Company

"The combination of AI-driven research and personal attention was a game changer. We closed faster than expected."

- Owner, Tech Services Firm

"Selling was emotional. MaTrx balanced empathy with sharp negotiation. We could not have asked for better advisors."

- Family Business Owner

FAQ

Frequently Asked
Questions

We work with a wide range of small and mid-sized businesses across industries including manufacturing, technology services, healthcare, professional services, and more. Our sweet spot is companies with $1M to $20M in EBITDA. See our industry coverage.

Our AI tools automate market research, buyer identification, financial analysis, and document review. This means faster deal timelines, more comprehensive buyer outreach, and deeper due diligence - all while our experienced team maintains the personal, relationship-driven approach that matters.

A typical M&A process runs 1-6 months from engagement to closing. Our AI-driven tools can compress certain phases, particularly in research, outreach and diligence, potentially accelerating the overall timeline.

Contact us to discuss engagement terms for your advisory needs.

MaTrx.ai combines Wall Street-caliber expertise with AI-driven efficiency. Unlike traditional brokers, we bring institutional-grade analysis, broader buyer networks through our AI platform, and a team with backgrounds at EY, McKinsey, and Perella Weinberg Partners.

Ready to Get Started?

Whether you are an owner thinking about selling, a buyer seeking your next deal, or a founder raising capital, MaTrx makes the process smarter, faster, and more transparent.