Carter Morse & Mathias is a boutique investment bank specializing in advising privately held middle market companies.
Our professionals bring together diverse perspectives, in-depth sector knowledge, and extensive transaction experience to deliver exceptional strategic guidance. This deep understanding allows CMM to maximize shareholder value for our clients and successfully see transactions through from conceptualization to closure.
We focus on five key industries: Business Services, Consumer, Healthcare, Manufacturing, and Technology.
Securities are offered through Carter Capital Corporation, memberFINRA and SIPC.
This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMM cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.