January 2018

Last year, our 30th year in business, was eventful in so many ways. We settled into our new offices in the historic Tide Mill Building overlooking Southport Harbor. From this new inspirational setting, we seem to get in earlier, entertain many more clients and prospects, and work a little bit harder, even with the distractions of the seasonally-changing wildlife and spectacular sunsets out our office windows. We also managed to close several important transactions, hired and integrated a new managing director and an analyst and earned several M&A awards.

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December, 2017

Carter Morse & Mathias is proud to announce that two of its transactions have been named a Finalist in multiple categories for the prestigious Deal of the Year awards at the 16th Annual M&A Advisor Awards ceremony.The sale of Communication Networks, LLC ("ComNet") to Access Control Related Enterprises, LLC ("ACRE"), a portfolio company of LLR Partners a private equity firm was named as a Finalist in the Information Technology Deal of the Year award, while the sale of a majority interest of SavATree to CI Capital Partners, a NYC based private equity firm, was named as a Finalists in Consumer Discretionary Deal of the Year category.

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October 2017

We would like to sincerely thank the hundreds of clients, referral sources and trusted advisers with whom we have worked to help owners of private businesses maximize shareholder value through their 'once in a lifetime' transactions.

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August 2017

We are happy to highlight some of our notable achievements during the first six months of 2017 and share with you a few updates at Carter Morse & Mathias.  We continue to see strong activity and valuations in the middle market, driven by dynamic private equity markets, readily available credit markets, ample cash from strategic buyers and a surging public stock market. It continues to be a 'sellers' market' with robust valuations and more flexible terms. Although we don't see any immediate material risks to this frothy market, we are confident that it cannot last much longer. If you are contemplating a transaction in the next few years, we encourage you to consider it sooner rather than later.

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July 2017

You’ve built a great company. Your determination and perseverance have earned you happy customers, loyal employees, and even the support of your bank. The top line continues to grow nicely and the bottom line is well into the black. From product development to customer service, you and your team have demonstrated impressive business skills.  But when it’s time for that once-in-a-lifetime event, the sale of your business, you will face an experienced private equity firm or strategic corporate buyer for whom this is just another transaction. The playing field is not level.

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July 2017

Carter Morse & Mathias ("CMM") is pleased to announce that it served as the exclusive financial advisor to SavATree in its sale of a majority interest to an affiliate of the New York-based private equity firm CI Capital Partners. SavATree is a leading provider of tree, shrub and lawn care services headquartered in Bedford Hills, New York. Terms of the transaction were not disclosed.

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