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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May 4th, 2016

CMM Managing Director, Ramsey Goodrich participated as a panelist in a Breakout Session titled “State of the Lower Middle Market: Trends and Economic Impacts” at Intergrowth 2015, in New Orleans, LA on May 4th, 2016. This session was part of the annual ACG Global conference that attracts more than 2,000 private equity investors, advisors and transaction professionals from around the globe.

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April 26, 2016

CMM Managing Director Frank Morse presented "Valuing Start-up & Early Stage Companies: Art or Science" for the Inventors Association of Connecticut. The discussion revolved around the utilization of traditional business valuation methodologies and whether they are outdated in today's start-up climate.

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April 15, 2016

CMM Managing Director, Michael Carter spoke at a Westchester/Hudson Valley ACG panel discussion, “Increasing the Certainty of Close” on April 15, 2016. Topics covered the importance of certainty of close in this market, why it seems more important than ever and what sellers and buyers can do to increase certainty of close. 

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March 18, 2016

Martin Magida moderated a panel of investment bankers for the Exit Planning Exchange of CT session: Investment Banking Process - The Journey to a Closing. During the session, various investment bankers explored a range of strategic options and financing strategies that can be utilize in a transaction process to achieve the optimal result for business owners.

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March 8, 2016

CMM Managing Director, Michael Carter was the keynote speaker at a regional Vistage meeting on March 8, 2016. Vistage is a CEO group of executives and business owners that act as a peer advisory group guided by an executive coach. 

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Janaury 8, 2016

Michael Carter was the moderator and organized the panel in his annual review of the past year and expectations for the upcoming year at ACG in Stamford, CT. Panelists covered three megatrends in the middle market M&A that are changing the way sellers and issuers need to plan for, sell and analyze their options in order to maximize shareholder value.

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November 23, 2015

CMM Managing Director, Ramsey Goodrich, co-chaired the Fifth Annual Economic Forum, presented by the Turnaround Management Association, the Exit Planning Exchange and the Association for Corporate Growth and hosted by Fairfield University.  In addition to a number of distinguished panelists, the event was highlighed by a keynote address from Governor Dannel P. Malloy.

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September 16, 2015

Michael Carter was the moderator on panel entitled, “2015 M&A Update: It Doesn’t Get Any Better Than This!” at a meeting with Financial Executives International at the Riverside Yacht Club in Greenwich CT. The presentation focused on the state of the M&A markets and the opportunities to maximize shareholder value through a transaction. 

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