We are pleased to announce that Drew Rossi has joined the CMG team as an Analyst in August. Drew joins CMG following his time as a Financial Analyst and acting CFO of “Health Services for the Homeless,” a Federally Qualified Health Center (FQHC) managed by the City of Springfield, Massachusetts. In addition to his role...Read More
Carter Morse & Mathias (“CMM”) is pleased to announce that Excent Corporation, a provider of data management software solutions designed for special education and student intervention management, has been acquired by Frontline Education, the nation’s leading education software company backed by Insight Venture Partners (“Frontline”). Excent Corporation, headquartered in Roswell, Georgia, and backed by Calvert...Read More
Southport, CT – The M&A Advisor is pleased to announce finalists of the 15th Annual M&A Advisor Awards. The Acquisition of Really Good Stuff by Excelligence, backed by Brentwood Associates was named a finalist in the Consumer Discretionary, Corporate & Strategic Acquisition & M&A Deal of the Year categories. The Acquisition of Really Good Stuff...Read More
Carter Morse & Mathias (“CMM”), a boutique investment bank which specializes in advising privately held middle market companies, is pleased to announce the launch of Creating a Legacy – Life After a Sale. The series gives unique insight into some of the successful business people that CMM has advised, and what they are doing with...Read More
Carter Morse & Mathias (“CMM”) is pleased to announce that it has provided a fairness opinion (“Opinion”) to Hamilton Robinson Capital Partners in connection with its recapitalization of Custom Engineered Wheels (“CEW”). Terms of the transaction were not disclosed. Custom Engineered Wheels, Inc. (“CEW” or the “Company”), headquartered in Warsaw, Indiana, with operations in...Read More
Carter Morse & Mathias (“CMM”) is pleased to announce that Pegasus Manufacturing, Inc. (“Pegasus”), headquartered in Middletown, CT, was acquired by Leggett & Platt Incorporated (“L&P”), headquartered in Carthage, Missouri. Carter Morse & Mathias served as Leggett & Platt’s exclusive financial advisor for the transaction. Terms of the transaction were not disclosed. Pegasus, founded in...Read More
Carter Morse & Mathias (“CMM”) is pleased to announce that Really Good Stuff, headquartered in Monroe, CT, was acquired by Excelligence Learning Corporation (“Excelligence”), headquartered in Monterey, CA and backed by the private equity firm Brentwood Associates. Carter Morse & Mathias served as Really Good Stuff’s exclusive financial advisor for the transaction. Terms of the...Read More
Southport, CT – It is with a sense of both excitement and loss that we announce that one of our long standing partners, Gary Mathias, will be taking a leave of absence from his daily responsibilities at Carter Morse & Mathias to focus all of his energy on Thetis Pharmaceuticals, a drug discovery company founded...Read More
Carter Morse & Mathias (“CMM”) is pleased to announce that Alliance Tech, headquartered in Austin, TX, has been acquired by Cvent, Inc. (NYSE:CVT), a leading event management platform headquartered in Tysons Corner, VA. Carter Morse & Mathias served as Alliance Tech’s exclusive financial advisor for the transaction, which closed on November 2, 2015. Alliance Tech...Read More
