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

Carter Morse & Mathias helps clients determine the optimal capital structure and raise the appropriate mix of debt and equity through our broad network of capital sources.

We work with clients to clearly define a capital raise strategy based on company objectives, market conditions, clients’ risk tolerance, and investor demands. Once the strategy has been set, we identify the most cost-effective capital sources and financial instruments and make specific recommendations on terms and conditions to minimize dilution at acceptable levels of financial risk. For some companies, capital raises can be part of a longer-term strategy to take advantage of organic growth, pursue add-on acquisitions, provide liquidity to shareholders, or execute strategic initiatives, all with a goal of maximizing shareholder value.

Equity and Mezzanine Capital
Our deep and broad network of institutional capital sources includes private equity investors, venture capital firms, hedge funds, mezzanine investors, strategic investors, and family offices. We have assisted our clients in raising a full spectrum of capital, custom tailored to their needs, to fund growth, acquisitions, recapitalizations, and buyouts.

Senior Debt
CMM has strong relationships with national, regional, and local lenders, including commercial banks and non-bank lenders. We assist our clients in arranging senior debt as a stand-alone funding source or in combination with equity and mezzanine capital raises.