TRANSACTIONS - All Types DER = Downstream Energy / CIPS = Consumer & Industrial Products
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Page 1 of 13 test test TRANSACTIONS - All Types DER = Downstream Energy / CIPS = Consumer & Industrial Products CLIENT CLIENT DESCRIPTION TRANSACTION DESCRIPTION INDUSTRY TYPE CLIENT LOCATION DATE Advised on the sale of Circle K’s 48 Oklahoma City Circle K Stores Inc. A petroleum marketer and convenience store retailer DER Corporate Carve Out Oklahoma City, OK Jun-21 area stores to Casey’s General Stores, Inc. One of the largest independent propane retailers in the U.S., Advised on the sale of the company to Superior Freeman Gas and Electric Co., Inc. serving nearly 70,000 customers in Georgia, North Carolina, Plus Energy Services, Inc., a subsidiary of Superior DER Company Sale Spartanburg, SC Jun-21 South Carolina, Tennessee, and Virginia Plus Corp. (TSX:SPB) Advised on the sale of the company to an Toms Sierra Company, Inc. A petroleum marketer and convenience store retailer DER Company Sale Roseville, CA May-21 undisclosed buyer Advised on the sale of the company to Energy Van Unen/Miersma Propane, Inc. A large propane retailer in California DER Company Sale Ripon, CA May-21 Distribution Partners, LLC A behavioral health provider specializing in Transcranial Provided valuation advisory services to Achieve Achieve TMS Magnetic Stimulation (TMS) that operates centers in Southern Healthcare Corporate Advisory San Diego, CA Mar-21 TMS California, Oregon and Alaska Advised on the sale of the companies to Trump Card Holdings, LLC, a subsidiary of Magnate ASAP Expediting & Logistics, LLC A leading provider of expedited freight solutions CIPS Company Sale Columbia, SC Feb-21 Worldwide, LLC and a portfolio company of CIVC Partners, L.P. Advised on the sale of the company’s U.S. wholesale petroleum distribution assets to R.M. Parks, Inc. A leading wholesale petroleum distributor DER Company Sale Porterville, CA Jan-21 PacWest Energy, LLC, a joint venture between Jackson Energy and Shell Oil Products US Advised on the sale of the company in a joint A leading petroleum marketer and convenience retailer d/b/a venture entity between Fortress Investment Pester Marketing Company DER Company Sale Denver, CO Jan-21 Alta Convenience Group LLC and a subsidiary of Phillips 66 Company (NYSE: PSX) Advised on the acquisition of Stardust Penn Tank Lines, Inc. A bulk petroleum and flatbed transportation company DER Buy-Side Advisory Chester Springs, PA Dec-20 Transportation, LLC A leading propane, heating oil, and other refined fuels Advised on the acquisition of the refined fuels Tri Gas & Oil Co, Inc. DER Buy-Side Advisory Federalsburg, MD Dec-20 distributor and HVAC services provider and HVAC services assets of an undisclosed seller A lubricants distributor, commercial fuel, and environmental Advised on the sale of the company to RelaDyne New West Oil Company, L.L.C. DER Company Sale Glendale, AZ Dec-20 services company LLC, a portfolio company of Audax Private Equity A premier convenience retailer and petroleum marketer with Advised on the sale of the company to Kwik Trip, Stop-N-Go of Madison, Inc. DER Company Sale Madison, WI Dec-20 36 stores throughout southern Wisconsin and northern Illinois Inc. A not-for-profit pediatric psychiatric provider in Montana with Montana Children’s Home and Hospital d/b/a Advised on the successful issuance of its Series a robust continuum of care and dedicated inpatient psychiatric Healthcare Municipal Advisory Helena, MT Oct-20 Shodair Children’s Hospital 2020A/B Bonds beds A large independent supplier of retail propane, heating oil, Advised on the sale of the company to Quarles Dixie Gas & Oil Corporation DER Company Sale Verona, VA Oct-20 commercial fuels, and lubricant products Petroleum, Inc. Advised on the sale of the company to Industrial A globally recognized manufacture of highly engineered Walker Magnetics Group, Inc. Magnetics, Inc., a portfolio company of DNS CIPS Corporate Carve Out Windsor, CT Sep-20 industrial magnetic products Capital, LLC EUP is one of the largest propane retailers in its region, serving EnergyUnited Electric Membership approximately 29,000 residential and commercial customers Advised EMC on the sale of EUP to ThompsonGas, Corporation (“EMC”) and EnergyUnited DER Corporate Carve Out Statesville, NC Sep-20 throughout 104 counties in North Carolina, South Carolina, and LLC Propane, LLC (“EUP”) Virginia Advised on the sale of its convenience retail and A petroleum marketer and fuels distributor serving the Dallas Martin Eagle Oil Company wholesale motor fuels businesses to an DER Company Sale Denton, TX Sep-20 Fort Worth metroplex and North Central Texas undisclosed buyer Medical Gas Supply, LLC d/b/a Bestway A leading distributor of industrial and specialty gases Advised on the sale to American Welding & Gas, CIPS Company Sale Houston, TX Aug-20 Welding Supply throughout Texas Inc. A niche convenience retailer and petroleum marketer in Advised on the sale of the Company to Circle K Wadsworth Oil Company of Clanton, Inc. DER Company Sale Clanton, AL Aug-20 central Alabama Stores Inc. www.matrixcmg.com Page 2 of 13 test test TRANSACTIONS - All Types DER = Downstream Energy / CIPS = Consumer & Industrial Products CLIENT CLIENT DESCRIPTION TRANSACTION DESCRIPTION INDUSTRY TYPE CLIENT LOCATION DATE Advised on the sale of its propane distribution Midwestern Propane Gas Co. A propane retailer throughout Illinois and Missouri DER Company Sale Belleville, IL Aug-20 business to ThompsonGas, LLC Advised on the sale of Circle K’s petroleum Alimentation Couche-Tard, Inc. dba Circle K A leading petroleum marketer and convenience store operator marketing and convenience store assets located DER Corporate Carve Out Quebec, Canada Jul-20 in the Tidewater, VA market to 7-Eleven, Inc. Advised on the sale of Murphy USA’s petroleum Murphy Oil USA, Inc. A leading petroleum marketer and convenience retailer marketing and convenience store assets located DER Corporate Carve Out El Dorado, AR Jun-20 in Minnesota to Monfort Companies, LLC Advised on the sale of its convenience retailing, A leading convenience retailer, petroleum marketer, and QSR Double Quick, Inc. petroleum marketing, and QSR assets to Refuel DER Company Sale Indianola, MS Apr-20 operator Operating Company, LLC, d/b/a Refuel Markets Advised on the sale of its municipal and Martin Eagle Oil Company & Southwest A petroleum marketer and fuels distributor serving the Dallas- commercial fuels businesses and transportation DER Corporate Carve Out Denton, TX Apr-20 Transport Co. Fort Worth metroplex and North Central Texas affiliate, Southwest Transport Co., to U.S. Venture, Inc. d/b/a U.S. Oil Assisted in raising capital for the purpose of a A leading multi-channel retailer of lighting and other home Shades of Light, LLC partial membership interest redemption of a CIPS Corporate Advisory Midlothian, VA Mar-20 décor products significant owner A provider of residential propane, heating oil, commercial Advised on the sale of its propane rail terminal to Quarles Petroleum, Inc. DER Corporate Carve Out Fredericksburg, VA Jan-20 delivered fuels and unattended fleet fueling locations an undisclosed buyer A premier retail propane distributor, d/b/a Boulden Brothers Advised on the sale of the propane business to Boulden, Inc. Propane, serving customers in Delaware, Maryland, and Sharp Energy, Inc., a subsidiary of Chesapeake DER Company Sale Newark, DE Dec-19 Pennsylvania Utilities Corporation (NYSE:CPK) A wholesale distributor of diesel, gasoline, and other Advised on the sale to TACenergy, a division IPC (USA), Inc. petroleum products and a subsidiary of ITOCHU DER Company Sale Santa Ana, CA Nov-19 of The Arnold Companies Corporation (TYO:8001) A leading convenience retailer and petroleum marketer in Advised on the sale of its convenience The Hartley Company eastern Ohio retailing and petroleum marketing assets to DER Company Sale Cambridge, OH Oct-19 Campbell Oil Company Premier designer and manufacturer of customized Advised on the sale to Patrick Industries, Inc. G.G. Schmitt & Sons, Inc. hardware and structural components to major OEMs in CIPS Company Sale Lancaster, PA Sep-19 (NASDAQ: PATK) the marine industry A petroleum marketer, convenience store operator, and Alligator Shell, LLC and PT Land Co., LLC Advised on the sale to 7-Eleven, Inc. DER Company Sale Richmond, VA Sep-19 tunnel car wash operator in Virginia Advised on the sale of 28 convenience A leading convenience retailer and petroleum marketer in Schmuckal Oil Company retailing and petroleum marketing assets to DER Company Sale Traverse City, MI Aug-19 northern Michigan True North Energy LLC A full-line, stocking electrical wholesale distributor that serves commercial contractors, government and military Richmond Electric Supply Co., LLC Advised on the sale to Locke Supply Co. CIPS Company Sale Richmond, VA Jul-19 agencies, residential contractors, and industrial and OEM markets on a regional and national scale Advised on the sale of its 54 convenience retailing and petroleum marketing assets, its wholesale A premier convenience retailer and petroleum marketer across Fastrac Markets, L.L.C. fuels and transportation business in New York to DER Company Sale East Syracuse, NY Jul-19 Upstate NY EG America LLC, a subsidiary of Blackburn, U.K.- based EG Group Limited. A Northeast petroleum marketer & retail fuels distributor with Advised on the sale of Apache’s branded retail Apache Oil Company, Inc. approximately 100 branded supply accounts fuels distribution portfolio to an undisclosed DER Company Sale New London, CT Jun-19 buyer A premier heating oil, propane, and other refined fuels Advised on the sale to Star Group, L.P. (NYSE: Southern Maryland Oil, Inc. DER Corporate Carve Out La Plata, MD May-19 distributor and related services provider based in Maryland SGU) www.matrixcmg.com Page 3 of 13 test test TRANSACTIONS - All Types DER = Downstream Energy / CIPS = Consumer & Industrial Products CLIENT CLIENT DESCRIPTION TRANSACTION DESCRIPTION INDUSTRY TYPE CLIENT LOCATION DATE A leading independent automotive service chain on the West Advised on the sale of the Company’s 40 retail Certified Tire & Service Centers, Inc.