October 21, 2016

Michael Carter spoke at the regional AICA meeting in Chicago to review the findings of the first ever study of business owners who have sold their businesses using an investment banking firm during the last five years. The survey was conducted by a noted market research company, Critical Mix, and a white paper will be written by Dr. Michael McDonald, a finance professor at Fairfield University’s Dolan School of Business.

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October 18, 2016

Michael Carter spoke at the business law section of the CBA to review the findings of the first ever study of business owners who have sold their businesses using an investment banking firm during the last five years. The survey was conducted by a noted market research company, Critical Mix, and a white paper will be written by Dr. Michael McDonald, a finance professor at Fairfield University’s Dolan School of Business.

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September 21-22, 2016

CMM Managing Director Ramsey Goodrich was the Event Chairman for the Second Annual New England Middle Market Conference on September 21-22, 2016 at Mohegan Sun Casino and Resort and was a featured panelist for “Keys to success in deal making – what works and what doesn’t”.

The New England Middle Market Conference is an invitation only event for private equity investors, M&A professionals and transaction advisors, sponsored by the Connecticut and Boston chapters of the Association for Corporate Growth. For more information please click here: http://www.acgboston.org/events/event.aspx?F_d=09%2F21%2F2016&F_y=2016&F_m=9&EventId=58727&

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September 21, 2016

Martin Magida joined a panel discussion “The State of the Markets” held by Financial Executives International (FEI) at Innis Arden Golf Club.

“Financial Executives International (FEI) is the leading advocate for the views of corporate financial management. Its more than 10,000 members hold policy-making positions as chief financial officers, treasurers and controllers at companies from every major industry.

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September 8, 2016

CMM Managing Director, Ramsey Goodrich, was featured in the lead article for Middle Market Growth Magazine titled “Meeting Your Match: Culture In the M&A Process”. This article highlights the importance of culture when executing M&A transactions in the middle market.

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September 1, 2016

CMM Managing Director Marty Magida has been elected to the Executive Committee of the New York Chapter of the Exit Planning Exchange (XPX) and will serve as the Sponsorship Chairman for the chapter.

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August 25, 2016

CMM is pleased to welcome ALYS Consulting and YES Corporate Finance as new AICA affiliate firms, which further expands the reach of its international network. The additions of firms in Turkey and the Netherlands greatly enhances the ability to reach strategic decision makers in northern and eastern Europe.

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August 1, 2016

CMM Managing Director Ramsey Goodrich had been named the Chairman of the Tristate chapters for the Exit Planning Exchange (XPX). In addition to being President of the Connecticut Chapter of XPX,

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June 3, 2016

CMM Managing Director Frank Morse participated as a panelist for ACG Connecticut at the Stamford Marriott. The panel discussed the more than two year process that involved deep dives with three potential targets and ultimately led to Ward Leonard's purchase of Houma Armature Works, an oil & gas services and repair company based in Louisiana and Texas.

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June 1, 2016

Carter Morse & Mathias has been selected as a finalist for two deal of the year awards for ACG New York for their involvement in the sale of Really Good Stuff and the sale of North American Commercial Parts & Service. 

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