May 6, 2015

CMM Managing Director, Ramsey Goodrich, was the keynote speaker at the Estate Planning Counsel Annual Meeting and Dinner at Innis Arden Club in Greenwich, CT. He delivered a presentation entitled “Options for Monetizing Privately Held Companies and Strategies to Maximize Value” to an audience of more than 75 estate planners, trust officers, wealth managers and others advisory professionals involved with exit and estate planning.

Beyond liquid assets and real estate, a significant portion of a family’s wealth may reside within a family or closely held company. Many of these businesses involve multiple generations of owners, whether or not they are involved in the day-to-day operations of the business, which can create a number of unique challenges for operating, managing and planning for the family business. Mr. Goodrich discussed how families can maximize the value of their business for the benefit of future generations and explore options to monetize some or all of the value in the company.

In a lively conversation, a variety of topics were covered, including:

  • What are some of the ways to create liquidity for family members without selling the business?
  • What are the major components that go into planning for future sales transactions? When should the family start planning for a future sales event?
  • Is there a difference between a “market” value and an “estate” value, especially when planning for a transaction? What are the most important factors that go into valuation?
  • When should the owners consider a strategic sale versus a private equity investment? What are the advantages and disadvantages of each?
  • How long does the transaction process take and what is involved?
 

Featured Transactions

  • Leggett Platt Pegasus
  • RGS Tombstone for Website
  • CEW for Website
  • NACPS Tombstone - Website
  • WL Tombstone - Website

    Details

  • BP-IPG Tombstone for Website 
  • Tantor Tombstone - Web Site
  • MA Magazine Award - 2014 Tombstone v2
  • Rostra Tombstone Press Release -no border
  • ACGNY Champion 2014

    LBO of the Year

    up to $50 million

  • Spire DLX Tombstone

    Details

1 2 3 4

Press Releases

CMM Managing Director, Ramsey Goodrich, to Chair the 45th Annual InterGrowth Conference in 2017

May 2016

Carter Morse & Mathias ("CMM") is pleased to announce that its Managing Director, Ramsey Goodrich will be the Chair of the 2017 InterGrowth Conference, hosted by the Association for Corporate Growth at the Aria Resort in Las Vegas Nevada, one of the largest conferences for deal makers and professionals focused on the middle market.

Read more ...

Hamilton Robinson Capital Partners Completes Racapitalization of Custom Engineered Wheels

April 2016

Carter Morse & Mathias ("CMM") is pleased to announce that it has provided a fairness opinion (“Opinion”) to Hamilton Robinson Capital Partners in connection with its recapitalization of Custom Engineered Wheels ("CEW"). Terms of the transaction were not disclosed.

Read more ...

Leggett & Platt acquires Pegasus Manufacturing

March 2016

Carter Morse & Mathias ("CMM") is pleased to announce that Pegasus Manufacturing, Inc. ("Pegasus"), headquartered in Middletown, CT, was acquired by Leggett & Platt Incorporated ("L&P"), headquartered in Carthage, Missouri. Carter Morse & Mathias served as Leggett & Platt's exclusive financial advisor for the transaction. Terms of the transaction were not disclosed.

Read more ...