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

  • 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

  • PMR- Allied
  • Butler-Hill
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Press Releases

Year in Review - 2015

We are happy to share with you a few updates from Carter Morse & Mathias, and celebrate some of our notable achievements during 2015. It has been another signature year for CMM, as measured by the number of closed transactions, the valuations achieved for our clients, the strength of our pipeline, and the awards and recognitions we have recevied. Read more ...

Cvent Inc. acquires AllianceTech

November 2015

Carter Morse & Mathias ("CMM") is pleased to announce that Alliance Tech, headquartered in Austin, TX, has been acquired by Cvent, Inc. (NYSE:CVT), a leading event management platform headquartered in Tysons Corner, VA. Carter Morse & Mathias served as Alliance Tech's exclusive financial advisor for the transaction, which closed on November 2, 2015.

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CMM expands its international reach into Russia, South America and Nordic regions with additions to its International Network

September, 2015

The Alliance of International Corporate Advisors (AICA), an international network of middle market investment banks which was co-founded by Carter Morse & Mathias, announced the additions of two investment banks to its network, which broadens its coverage in South America, Russia and Scandinavia.

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