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

    Details

  • 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

    Details

  • PMR- Allied
  • Butler-Hill
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Press Releases

Year in Review - 2015

We are happy to share with you a few updates from Carter Morse & Mathias, and celebrate some of our notable achievements during 2015. It has been another signature year for CMM, as measured by the number of closed transactions, the valuations achieved for our clients, the strength of our pipeline, and the awards and recognitions we have recevied. Read more ...

Cvent Inc. acquires AllianceTech

November 2015

Carter Morse & Mathias ("CMM") is pleased to announce that Alliance Tech, headquartered in Austin, TX, has been acquired by Cvent, Inc. (NYSE:CVT), a leading event management platform headquartered in Tysons Corner, VA. Carter Morse & Mathias served as Alliance Tech's exclusive financial advisor for the transaction, which closed on November 2, 2015.

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CMM expands its international reach into Russia, South America and Nordic regions with additions to its International Network

September, 2015

The Alliance of International Corporate Advisors (AICA), an international network of middle market investment banks which was co-founded by Carter Morse & Mathias, announced the additions of two investment banks to its network, which broadens its coverage in South America, Russia and Scandinavia.

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