Business Owner Survey:
The Value of an Investment Banker

This White Paper surveyed business owners who sold their business between 2011-2016 for between $10 and $250 million. This is a must read for business owners thinking about a transaction and for their advisors. The results will surprise you.

Download the white paper »

whitepaper cover middle market

Carter Morse & Mathias is a boutique investment bank specializing in advising privately held middle market companies. CMM provides a full range of investment banking services: business sales and divestitures, equity and debt capital raises, acquisition services, and pre-transaction and strategic advisory services.

For nearly 30 years, CMM’s combination of hands-on Managing Director involvement and extensive network of domestic and international resources has enabled us to help hundreds of business owners plan, execute, and close transactions that maximize shareholder value. Time and time again, our expert strategic guidance and professional transaction execution capabilities have proven crucial for clients, many of whom we represent in their once-in-a-lifetime transaction.

We invite you talk with us and learn how we can help you maximize shareholder value.

Alliance of International Corporate Advisors

Member of FINRA / SIPC

 

Featured Transactions

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Press Releases

ComNet has been acquired by ACRE

December 2016

Carter Morse & Mathias is pleased to announce that Communication Networks, LLC ("ComNet") has been acquired by Access Control Related Enterprises, LLC ("ACRE"), a portfolio company of the private equity firm LLR Partners. CMM acted as the exclusive financial advisor to ComNet for this transaction. 

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Excent Corporation has been acquired by Frontline Education

September 2016

Carter Morse & Mathias ("CMM") is pleased to announce that Excent Corporation, a provider of data management software solutions designed for special education and student intervention management, has been acquired by Frontline Education, the nation’s leading education software company backed by Insight Venture Partners ("Frontline").

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Carter Morse & Mathias Announced as Finalist For the 15th Annual M&A Advisor Awards

August 2016

The M&A Advisor is pleased to announce finalists of the 15th Annual M&A Advisor Awards. The Acquisition of Really Good Stuff by Excelligence, backed by Brentwood Associates was named a finalist in the Consumer Discretionary, Corporate & Strategic Acquisition & M&A Deal of the Year categories.

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