Carter Morse & Mathias The Lighthouse in New London, Connecticut
Sales & Divestitures

Mergers & Acquisitions

Capital Raises

Valuation Services

Financial Advisory

Financial Advisory

Many middle market companies and their financial advisors lack experience in the corporate finance and strategic planning tools used extensively by larger companies. CM&M’s professionals can help management and owners by analyzing their current financial status and strategic position to help prepare for the future. CM&M provides advice, on a timely and cost effective basis, on such issues as:

  • Internal growth versus growth through acquisitions.

  • The maximizing of shareholder's return on investment, including the appropriate actions to prepare a company for sale.

  • Balance sheet restructuring to increase profitability and permit flexibility which can enable the company to take quick advantage of strategic opportunities.

  • The appropriate mix of equity and debt based on the owner’s risk profile and long-term objectives.

  • The development of a company’s business strategy, including the preparation of a detailed business plan with financial projections, to maximize shareholder value.

  • The recapitalization of both healthy and distressed companies and the strategy to best accomplish these goals.

  • Preparing a company for a public offering and guiding it through the public offering process.

  • Taking a company private in a management buy-out or related strategy.

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