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Overview
Carter Morse & Mathias was founded in 1987 to assist entrepreneurial, privately-held companies that typically entered into critical strategic transactions without the benefit of an experienced financial advisor to even the playing field and provide them with expertise in strategy, transaction structuring, and negotiation. We believe the same need holds true today. The firm has steadily grown and attracted professionals who share the same commitment to client-focused senior level service.
At CM&M we believe in long-term client relationships and putting our clients first. Our senior bankers advise clients with hands-on involvement in a highly entrepreneurial culture, without the conflicting interests present in other firms that wear multiple hats as lender, investor, research analyst and merchant banker.
CM&M clients count on our objectivity and independence to advise them on the best strategy for enhancing shareholder value. CM&M clients also depend on our experience and passionate commitment to helping them meet their objectives.
CM&M's affiliate, Carter Capital
Corporation, is a broker dealer firm, member
Financial Industry Regulatory Authority (FINRA)
and Securities Investor Protection
Corporation (SIPC) (www.sipc.org), and registered with the
Securities Exchange Commission (SEC). Carter
Capital works on those transactions that
require a broker dealer, such as equity
capital raises, which provides confidence to
our client's counsel.
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