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."
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.