May 2017

Southport, CT

Carter Morse & Mathias (CMM) is pleased to announce its new Maximizing Shareholder Value advisory service, offering business owners actionable recommendations and ongoing guidance to increase the value of their business.

"For 30 years, CMM has played an important role by helping hundreds of business owners maximize value, but only at the time of a sale. Now, we are delivering this same expertise to companies that are not yet for sale", says Andrew Bangser, Managing Director of CMM. "A plan to build value is best started years ahead of a transaction - when there is still time to effect change."

The new service includes both a quantitative analysis and real-world qualitative assessment of value. CMM makes specific recommendations that improve the sustainability of revenue, the quality of earnings, efficiency of the balance sheet, and that mitigate a broad range of risks that detract from value.

In addition to helping to implement these recommendations, CMM also advises clients as they face day to day operational challenges and longer term investment decisions. This involves working with the company's existing legal and financial advisors to implement changes that have a positive impact on value. "We have found that even if there is not a transaction in the immediate future, companies that are guided by building value are better run and operate more smoothly," said Mr. Bangser.

Michael Carter, Managing Partner of CMM, explained, "We have a unique ability to analyze our clients' businesses through the lens of potential buyers and investors. We understand the real issues that have a positive or negative impact and truly drive value above and below the industry average. This is an important perspective not provided by other advisors."

The new service is selectively offered to business owners who recognize that an M&A transaction or capital raise, either planned or opportunistic, is possible in the next several years.

To learn more about how this service may benefit your company or your clients, contact us at one of the numbers below.

About Carter Morse & Mathias:

Founded in 1987, Carter Morse & Mathias is a boutique investment bank specializing in advising privately held middle market companies. CMM provides a full range of investment banking services: business sales and divestitures, equity and debt capital raises, acquisition services, and pre-transaction and strategic advisory services. Time and time again, our strategic guidance and seamless transaction execution has proven crucial for clients, many of whom we represent in their once-in-a-lifetime transaction. For nearly 30 years, CMM's combination of hands-on Managing Director involvement and extensive network of domestic and international resources has enabled us to help hundreds of business owners plan, execute, and close transactions that maximize shareholder value.

CMM's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.