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

Mergers & Acquisitions

Capital Raises

Valuation Services

Financial Advisory

Mergers & Acquisitions

CM&M has years of experience assisting business owners in formulating and implementing growth strategies through mergers and acquisitions.  CM&M’s comprehensive services ensure that these strategies deliver optimum results.  We take a methodical approach to the M&A process that includes:

Assessment - CM&M conducts a strategic analysis of our client’s business to uncover the opportunities for growth and shareholder value creation.

Search Criteria - CM&M guides the selection of strategic acquisition candidates based on carefully chosen value drivers, including management, products, markets, labor, technology, and overall strategic fit.  We often begin with a general profile from the client that describes the type of business they would like to acquire.  We refine these characteristics and focus management on the largest value enhancing opportunities.

Targeting and Approach - CM&M identifies and evaluates strategic acquisition targets and makes professional presentations to these targets at the highest levels.  CM&M manages the communications and discussions to effectively prompt a “go” or “no go” decision.

Valuation - CM&M draws upon extensive transaction experience to formulate accurate valuations that assist the buyer in pricing the acquisition target and to structure the transaction to ensure that the acquisition creates value at acceptable levels of risk.

Negotiation and Structure - Through hundreds of successful transactions, CM&M has gained the experience to negotiate and structure acquisitions that minimize the risks to the buyer client, while satisfying the needs of the seller.  Based on CM&M’s valuation analysis and due diligence, we assist clients in the preparation of offer letters for presentation to potential targets.

Financing - If required or desirable, CM&M helps our clients secure financing to consummate an acquisition, including equity, subordinated debt, and senior financing.  We source from private equity firms, hedge funds, insurance companies, non-bank lenders, mezzanine funds, SBICs, and commercial banks. 

Post Closing Issues - Based on our extensive operational and investment banking experience, CM&M advises our clients on integration strategies as well as potential candidates to assume executive management roles.


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