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 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.

  • Shopper Data Firm Spire LLC is Acquired by Datalogix

    March 2014

    Carter Morse & Mathias ("CMM") is pleased to announce that Spire LLC ("Spire") has been acquired by Datalogix Holdings LLC, the leading data platform that connects digital adverting to offline sales. Terms of the cash and stock deal were not disclosed.

  • Blue Bell Sells Majority Interest to PE Firm
    February 2014
    Carter Morse & Mathias ("CMM") is pleased to announce that Blue Bell Mattress Company ("Blue Bell") has sold a majority interest to private equity firm Longroad Asset Management. CMM served as Blue Bell's, exclusive financial advisor for the transaction and arranged the bank financing.