As a boutique investment bank specializing in advising privately held middle market companies, Carter Morse & Mathias provides a full scope of investment banking services for business service firms.

Our in-depth experience in the business services arenas spans a wide range of verticals, including marketing services, education, outsourced services, staffing, training, transaction processing, and other niche segments.


"Carter Morse & Mathias led the sale of Opus Health to a public company, Dendrite International. CMM positioned us well and ran a superb auction to obtain a great price and structure. This was the second time we used CMM and we were glad we did so."

Harvey Brofman, CEO
Opus Health LLC