Carter Morse & Mathias has been advising privately held middle market companies for nearly 30 years.

CMM’s expertise spans the full breadth of investment banking services, including:


Our focus on five key industries – Business Services, Consumer, Healthcare, Manufacturing, and Technology – allows us to deliver deep domain expertise and insights.

As an independent investment bank, we help our clients maximize shareholder value by
Creating Successful Transactions Through Experience and Attention

At Carter Morse & Mathias our Managing Directors work side-by-side with clients at every stage, from strategic positioning to closure. This hands-on attention from industry professionals with deep investment banking experience enables clients to achieve results beyond what they originally thought possible.

Engaging Early in the Process with Strategic Advice
When you have as much in-depth investment banking knowledge as we do, you can spot the opportunities, as well as the challenges. Our clients benefit from our insights and ability to create the right transaction, not just a quick deal.

Capitalizing on Opportunities that Come from Reach and Relationships
CMM’s extensive network provides access to strategic and institutional investors and capital across the globe. We are a charter member of the Alliance of International Corporate Advisors, an international network of more than 30 investment banking firms around the world.

Building Trust Through Straight Talk and Honest Discussions
We emphasize integrity and straight talk in every aspect of our business, earning the trust of the clients, professionals, and investors with whom we work. We carefully listen to your objectives and marry them with the practical realities of the market to design a solution that will maximize shareholder value.

Leveling the Playing Field in Negotiations
For many of our clients, the sale of their company is a once-in-a-lifetime transaction, whereas the buyer may be working on dozens of deals at any given time. CMM brings substantial expertise, which levels the playing field in negotiations with counter parties.


Alliance of International Corporate Advisors

Member of FINRA / SIPC

Broker-Dealer License
Our affiliate, Carter Capital Corporation, is a broker dealer firm, member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org), and registered with the Securities Exchange Commission (SEC).