August 2014

Michael Carter recently authored a special three part series in Latin Business Today both in print and online.  This special three-part series of articles focuses on the fundamental challenges and opportunities for business owners in managing cross-border M&A transactions More information and links below.

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June 30, 2014

CMM Managing Director, Ramsey Goodrich was named to Executive Board and Treasurer of the Exit Planning Exchange (XPX), Connecticut Chapter. Founded in 2009, XPX is a community of professional advisors who work collaboratively to help owners build valuable businesses and prepare them for successful transition. Mr. Goodrich has been an advisor to XPX-CT since its founding, but has now taken a more proactive role in growing the organization as part of its leadership team.

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May 20, 2014 

Martin Magida participated on a panel of experts for the Exit Planning Exchange of CT session: How Investment Banks Look At Exit Planning, where recognized investment bankers provided insights into how they think about exit planning, beyond the specifics of the deal.  

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May 2014

CMM is proud to announce that it has been nominated for eight Deal of the Year Awards for the 4th annual M&A Advisor / ACG NY Deal Champion's Awards.

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April 3, 2014 

Ramsey Goodrich chaired the Fourth Annual Northeast Consumer Conference, hosted by Crossroads Venture Group, Connecticut Technology Counsel and the Association for Corporate Growth at the Stamford Marriott.  Attended by more than 120 consumer investors and advisors, and featuring 15 high-growth consumer-facing companies, the event was another huge success. 

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March 14, 2014

Ramsey Goodrich moderated an esteemed panel of experts for the The CFO Knowledge Network session: Capital Markets Discussion – Financing Alternatives to Drive Growth and Transition, discussing the pros and cons of various financing alternatives. CFO’s in attendance developed strategies for increasing their company’s visibility in the capital markets while gaining insight into their financing options, including structuring options, including tiered & unitranche alternatives, along with trends in leverage ratios, prices, terms and fees.  Other panelists include Dave Schneider: Partner, 3K Limited Partnership, Adam Sell: Managing Director – Syndicated Finance, JPMorgan Chase, and Alex Levental: Director, Ironwood Capital 

January 10, 2014

Michael Carter moderated an esteemed panel of experts for the Association for Corporate Growth meeting on January 10, 2014 entitled "Issues and Outlook for Corporate Development Officers" with: John Bellizzi, Global Head of Corporate Development, Thomson Reuters; Uta Werner, Chief Strategy Officer at Xerox; and William Striebe, Vice President, Business Development, UTC Climate, Controls and Security Systems. The event was one of ACG's largest events ever and attracted nearly 250 transaction professionals from across the region.  For more information please see: ACG-CT
November 12, 2013

Michael Carter was the featured speaker at the Womens Presidents’ Organization in NYC speaking about Building Shareholder Value and Exit Strategies.   The WPO is a non-profit membership organization for women presidents of multimillion-dollar companies.  For more information, please click here: Women Presidents Organization
November 1, 2013

Ramsey Goodrich, Managing Director of the investment banking firm of Carter Morse & Mathias, headlined a panel discussion at the Exit PLanning Exchange of Boston (XPX) Owner's Academy entitled "Beauty in the Eyes of the Buyer: What Does Transferable and Sustainable Value Have to do with Maximizing the Sale Price at Exit?" hosted by Babson College School of Business.  See more at: XPX Boston - Owner's Academy
July 29, 2013

Michael Carter, Managing Director of the investment banking firm of Carter Morse & Mathias, was highlighted in a feature article entitled "Anatomy of an Acquisition" published in the Fairfield County Business Journal on July 29, 2013.  The article focused on CMM's client Reliable Manufacturing Co., a precision aerospace components manufacturing company, which was sold to Whitcraft LLC, a portfolio company of Golub Capital and Ironwood Capital.

Read the full article here: pdfAnatomy of an acquisition - FCBJ.pdf