October 2017

Southport, CT 

We would like to sincerely thank the hundreds of clients, referral sources and trusted advisers with whom we have worked to help owners of private businesses maximize shareholder value through their 'once in a lifetime' transactions.


We are proud of our 30 year track record of advising clients through multiple economic cycles and across a broad spectrum of assignments. For three decades, our core principals have never wavered: put our clients' interests first and be their most trusted advisor for planning, preparing and executing middle market mergers, acquisitions and capital transactions that exceed their expectations.

We look forward to our next 30 years!

CMM 30 years

About Carter Morse & Mathias:

Founded in 1987, Carter Morse & Mathias is a boutique investment bank specializing in advising privately held middle market companies. CMM provides a full range of investment banking services: business sales and divestitures, equity and debt capital raises, acquisition services, and pre-transaction and strategic advisory services. Time and time again, our strategic guidance and seamless transaction execution has proven crucial for clients, many of whom we represent in their once-in-a-lifetime transaction. For 30 years, CMM's combination of hands-on Managing Director involvement and extensive network of domestic and international resources has enabled us to help hundreds of business owners plan, execute, and close transactions that maximize shareholder value.

CMM's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.