Carter Morse & Mathias is an independent investment bank that provides the highest quality financial advisory services for outstanding closely-held middle-market companies. We provide a full range of investment banking services to assist our clients with business sales and divestitures, equity and debt capital raises, strategic acquisitions and financial advisory.

For more than 25 years, our professionals have helped hundreds of business owners conceive, plan, execute and close transactions that maximize shareholder value.

Alliance of International Corporate Advisors

Member of FINRA / SIPC


Featured Transactions

Press Releases

  • Tantor Media Acquired by Recorded Books
    January 2015
    Carter Morse & Mathias ("CMM") is pleased to announce that its client, Tantor Media, Inc., based in Old Saybrook, Connecticut, ("Tantor") has sold 100% of its stock to Recorded Books, a portfolio company of Wasserstein & Co., LP. Carter Morse & Mathias served as Tantor's exclusive financial advisor for the transaction, which closed on December 31, 2014.

  • CMM Named Finalist for Corporate / Strategic Deal of Year Award
    November 2014
    CMM is proud to announce that it has been named a Finalist for the prestigious Corporate / Strategic Deal of the Year Award (over $25 million to $50 million) at the 13th Annual M&A Advisor Awards for its work with Spire LLC in its sale to Datalogix.

  • Rostra Tool Company is Acquired by Oetiker Group

    October 31, 2014

    Carter Morse & Mathias ("CMM") is pleased to announce that its client, Rostra Tool Company, based in Branford, CT, ("Rostra") has sold 100% of its stock to the Oetiker Group of Horgen, Switzerland.  Terms of the cash transaction were not disclosed.