For nearly three decades, Carter Morse & Mathias has excelled at maximizing shareholder value for our clients and leading transactions through to successful completion. Our expertise spans the full breadth of investment banking services, including: Business Sales & Divestitures, Capital Raises, Acquisition Services, and Pre-Transaction and Strategic Advisory Services.

Sales and Divestitures

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

Details

Capital Raises

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

Details

Acquisition Services

  • Acquisition advisory
  • Acquisition financing
  • Targeted search
  • Corporate development services

Details

Pre-Transaction Advisory

  • Strategic options review
  • Transaction preparation

Details

 
 

"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