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.

For nearly 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. Time and time again, our expert strategic guidance and professional transaction execution capabilities have proven crucial for clients, many of whom we represent in their once-in-a-lifetime transaction.

We invite you talk with us and learn how we can help you maximize shareholder value.

Alliance of International Corporate Advisors

Member of FINRA / SIPC


Featured Transactions

  • NACPS Tombstone - Website
  • WL Tombstone - Website


  • BP-IPG Tombstone for Website 
  • Tantor Tombstone - Web Site
  • MA Magazine Award - 2014 Tombstone v2
  • Rostra Tombstone Press Release -no border
  • ACGNY Champion 2014

    LBO of the Year

    up to $50 million

  • Spire DLX Tombstone


  • PMR- Allied
  • Butler-Hill
  • Cranston-2011
1 2 3 4

Press Releases

Martin Magida Appointed CEO Trust Expert and Accepted into Vistage Trusted Advisor Program

July 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.

Read more ...

CMM Honored Again, Wins 2015 Champion's Award: Deal of the Year for Media and Entertainment

July 2015

Carter Morse & Mathias today announced that it has been won the "Deal of the Year: Media and Entertainment" for its work advising Tantor Media on its sale to Recorded Books, a portfolio company of private equity firm Wasserstein & Co.   The awards was presented to CMM at the 5th Annual ACG New York Champion's Awards at the Metropolitan Club in New York.   The Champion's Awards is a collaboration between the ACG (The Association for Corporate Growth) New York Chapter and The M&A Advisor.   They are designed to acknowledge outstanding firms, transactions and dealmakers in the middle market mergers and acquisitions (M&A) industry. An independent panel of experts representing a cross-section of the middle market industry chose the winners from among the finalists. 

Read more ...

CMM Adds Two Executives to its Board of Advisors

June 2015

Carter Morse & Mathias announced that Carolyn C. Galiette, Senior Managing Director at Ironwood Capital and Jack Krichavsky, President of Almada Corp., have joined its Board of Advisors, which consists of prominent business professionals from business sectors that are important to CMM's mission and its clients.

Read more ...