Business Owner Survey:
The Value of an Investment Banker

This White Paper surveyed business owners who sold their business between 2011-2016 for between $10 and $250 million. This is a must read for business owners thinking about a transaction and for their advisors. The results will surprise you.

Download the white paper »

whitepaper cover middle market

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

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Press Releases

CMM Advises SavATree on Strategic Investment

July 2017

Carter Morse & Mathias ("CMM") is pleased to announce that it served as the exclusive financial advisor to SavATree in its sale of a majority interest to an affiliate of the New York-based private equity firm CI Capital Partners. SavATree is a leading provider of tree, shrub and lawn care services headquartered in Bedford Hills, New York. Terms of the transaction were not disclosed.

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CMM Wins M&A Advisor International Deal of the Year 2017

June 2017

CMM Wins Corporate/Strategic Deal of the Year ($50 million to $100 million) at the 9th Annual International M&A Awards for representing Communication Networks, LLC ("ComNet") which was acquired by Access Control Related Enterprises, LLC ("ACRE"), a portfolio company of the private equity firm LLR Partners. ComNet offers a broad line of fiber optic, copper and wireless video and data transmission equipment that is designed to meet the needs of security and surveillance in the intelligent transportation systems, utility and industrial markets.

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etouches acquired by HGGC

May 2017

Carter Morse & Mathias ("CMM") is pleased to announce that etouches, Inc. ("etouches"), headquartered in Norwalk, Connecticut, was acquired by the private equity firm HGGC, headquartered in Palo Alto, California. Carter Morse & Mathias, based in Southport, CT served as etouches's financial advisor for the transaction, which closed on May 9, 2017.

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