As a boutique investment bank with a proven track record of nearly 30 years we advise privately held middle market companies and their owners on maximizing shareholder value.

Carter Morse & Mathias is uniquely equipped to provide unbiased strategic advisory services to owners and senior management seeking to understand alternatives and prepare for a transaction process.

We pride ourselves on being “advisors first”; consequently, our role can often lie outside the context of a specific transaction.

 
 

"Carter Morse & Mathias was my trusted advisor throughout the process. They not only identified a great strategic partner in Sylvan, but guided our shareholder group through a complicated transaction that brought us to the next level. CMM brought sophistication, energy and discipline from start to finish, which allowed us to stay focused on the business."

Michael McBurnie
President & CEO
Progressus Therapy LLC