Investment Advisory
Your company can get customised and sophisticated consultative investment approaches through our investment advisory service. Our team helps you make informed investment decisions, by providing appropriate and suitable advice. They also implement bespoke strategies, which can be done through our administration platform, or any other platform.
We can assist you in three ways, based on your governance budget and requirements:
- You can do it yourself by leveraging off our research and tools
- We can help you through proactive investment advisory services, to assist with strategy implementation. We will align your objectives using the expertise from our advisory, investment research, investment portfolios, or building blocks within our stable.
We can do it for you through implemented solutions guided by your desired outcomes. We can do this in the most cost-effective way, using the skills and expertise of our investment team, and leveraging off the scale we are able to deliver locally and globally.
Our Goal
At Matrix Holdings we inspire leaders to realize the long-term value of culture in a merger or acquisition, including CEOs, CGOs, PE Operating Partners, heads of Corp Development, and business leaders responsible for acquisition outcomes and metrics.
Culture can be measured and managed as a value Multiplier during a merger or acquisition. Regardless of pre-M&A health, leadership congruence, and culture clash; cultural overhauling provides harmony between organizations through the M&A process.