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

  • 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 presdegious 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.  

  • CMM Wins Leveraged Buyout of the Year Award

    June 2014

    CMM is proud to announce that it has won the Levereged Buyout of the Year (up to $50 million) at the 4th annual M&A Advisor / ACG NY Deal Champion's Awards for its work with Blue Bell Manufacturing sale to Longroad Asset Management.