2015 M&A Update: It Doesn’t Get Any Better Than This!
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.
Innovation Imperative: Methods and Models for Developing New Products that Meet Rapidly Evolving Consumer Preferences
July 23, 2015
CMM Managing Director, Gary Mathias, was a panelist at the 2015 NBJ Summit on a panel titled “Innovation Imperative: Methods and Models for Developing New Products that Meet Rapidly Evolving Consumer Preferences”. Hosted by the Nutrition Business Journal and New Hope Natural Media, the 2015 NBJ Summit, held at the Monarch Beach Resort in Dana Point California over July 21-24, 2015, celebrated 18 years of thought leadership as the premier event for progressive nutrition industry CEOs, investors and thought leaders. Gary presented information on novel omega-3 based dietary supplements developed by Thetis Pharmaceuticals, a company that was co-founded by CMM in 2011.
Martin Magida Appointed CEO Trust Expert and Accepted into Vistage Trusted Advisor Program
July 17, 2015
Carter Morse & Mathias is proud to announce that Managing Director Martin Magida has been appointed as an Expert with the CEO Trust and has recently been accepted to the Vistage Trusted Advisor Program.
Pricing, Capital Structure and Term Sheets - Top Dos and Don'ts from Top iBankers
July 8, 2015
CMM Managing Director, Ramsey Goodrich, was a featured panelist at the Alliance of Mergers & Acquisition Advisors® 2015 Summer Conference for a panel entitled “Pricing, Capital Structure and Term Sheets - Top Dos and Don'ts from Top iBankers” The 2015 AM&AA Summer Conference was held in Chicago at the Marriott Chicago Downtown Hotel and included more than 500 professionals and executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPA’s, attorneys, business valuators, consultants, and other M&A advisors.
Town of Weston celebrates Michael Carter Appreciation Day
June 13, 2015
CMM Managing Director, Michael Carter, was recently honored by the Town of Weston which declaring Saturday, June 13, Michael Carter Appreciation Day in Weston. The town thanked Carter “for his many contributions to our community” which included nearly 10 years on the finance board, acting as president of both Weston Little League and the Weston Sports Commission for the past ten years, and leading the effort to bring Friday Night Lights” to Weston.
Use of Earn-outs to Bridge Valuation Gaps
June 5, 2015
CMM Managing Director, Ramsey Goodrich, was a panelist for a discussion entitled "Use of Earn-Outs to Bridge Valuation Gaps; A Panel Discussion Analyzing the Sale of Two Data Analytics Companies" at a breakfast hosted by the Association for Corporate Growth at the Shereton Hotel in Stamford CT. The event attracted more than 100 attendees and was a lively discussion.
Options for Monetizing Privately Held Companies and Strategies to Maximize Value
May 6, 2015
CMM Managing Director, Ramsey Goodrich, was the keynote speaker at the Estate Planning Counsel Annual Meeting and Dinner at Innis Arden Club in Greenwich, CT. He delivered a presentation entitled “Options for Monetizing Privately Held Companies and Strategies to Maximize Value” to an audience of more than 75 estate planners, trust officers, wealth managers and others advisory professionals involved with exit and estate planning.
CMM Chairs Fifth Annual Northeast Consumer Products Conference
April 6, 2015
CMM Managing Director, Ramsey Goodrich, again Co-Chaired the Fifth Annual Northeast Consumer Products Conference, hosted by the Association for Corporate Growth and Crossroads Venture Group. This annual conference is focused on early stage and middle market consumer-facing companies and brought together more than 200 operators, buyers, investors, and transaction professionals to discuss the challenges and opportunities within the consumer industries.
Planning for a Successful Exit: Encompassing a Multi-Disciplinary Approach
March 26, 2015
CMM Managing Director, Ramsey Goodrich participated on panel for Family Firm Institute for a panel discussion on “Planning for a Successful Exit: encompassing a multi-disciplinary approach” for a breakfast event at The New Haven Lawn Club in New Haven CT.
News of the World – State of the Markets Panel Discussion
February 15, 2015
CMM Managing Director Martin Magida was a panelist at a “News of the World Breakfast Meeting” where he spoke on the state of the M&A Markets. The panel, run by ACG New York, and hosted at the Tappan Hill Mansion in Tarrytown, NY, covered other topics including the State of the M&A Market, Cyber Security, Rep & Warranty Insurance, and Unitranche Financings.