"We began working with CMM 12 years prior to our exit. Over that time they  worked tirelessly to guide us in building a large and valuable company.  They advised management on a variety of strategic initiatives over our history,  and their deep understanding of the food service equipment  industry has proved invaluable. When we acquired a competitor they provided discipline to the process to make sure we bought well."

Jack Bridwell,
President & CEO
Dinex International

 

Carter Morse & Mathias is an investment bank focused on maximizing shareholder value for our clients. Our services span four key practice areas: Business Sales & Divestitures, Capital Raises, Acquisition Advisory, and Financial Advisory.

 

Sales and Divestitures

  • Business sales
  • Corporate divestitures
  • Recapitalizations
  • Strategic and financial buyers

Details

 

Capital Raises

Capital Raises

  • Equity, mezzanine and senior debt
  • Recapitalizations and buyouts
  • Growth and venture capital
  • Institutional investors

Details

   

Buyside

Acquisition Services

  • Acquisition advisory
  • Acquisition financing
  • Broad or targeted search
  • Corporate development services

Details

 

Financial Advisory

Financial Advisory

  • Fairness opinion
  • Strategic planning
  • Transaction preparation

Details