Exit Planning Exchange Panel in Westport, CT
March 18, 2016
Martin Magida moderated a panel of investment bankers for the Exit Planning Exchange of CT session: Investment Banking Process - The Journey to a Closing. During the session, various investment bankers explored a range of strategic options and financing strategies that can be utilize in a transaction process to achieve the optimal result for business owners.
"Anatomy of a Sale Transaction" Presented at Regional Vistage Meeting
March 8, 2016
CMM Managing Director, Michael Carter was the keynote speaker at a regional Vistage meeting on March 8, 2016. Vistage is a CEO group of executives and business owners that act as a peer advisory group guided by an executive coach.
ACG-CT, State of the Markets and M&A Megatrends
Janaury 8, 2016
Michael Carter was the moderator and organized the panel in his annual review of the past year and expectations for the upcoming year at ACG in Stamford, CT. Panelists covered three megatrends in the middle market M&A that are changing the way sellers and issuers need to plan for, sell and analyze their options in order to maximize shareholder value.
Economic Forum with Governor Malloy
November 23, 2015
CMM Managing Director, Ramsey Goodrich, co-chaired the Fifth Annual Economic Forum, presented by the Turnaround Management Association, the Exit Planning Exchange and the Association for Corporate Growth and hosted by Fairfield University. In addition to a number of distinguished panelists, the event was highlighed by a keynote address from Governor Dannel P. Malloy.
2015 M&A Update: It Doesn’t Get Any Better Than This!
September 16, 2015
Michael Carter was the moderator on panel entitled, “2015 M&A Update: It Doesn’t Get Any Better Than This!” at a meeting with Financial Executives International at the Riverside Yacht Club in Greenwich CT. The presentation focused on the state of the M&A markets and the opportunities to maximize shareholder value through a transaction.
Innovation Imperative: Methods and Models for Developing New Products that Meet Rapidly Evolving Consumer Preferences
July 23, 2015
CMM Managing Director, Gary Mathias, was a panelist at the 2015 NBJ Summit on a panel titled “Innovation Imperative: Methods and Models for Developing New Products that Meet Rapidly Evolving Consumer Preferences”. Hosted by the Nutrition Business Journal and New Hope Natural Media, the 2015 NBJ Summit, held at the Monarch Beach Resort in Dana Point California over July 21-24, 2015, celebrated 18 years of thought leadership as the premier event for progressive nutrition industry CEOs, investors and thought leaders. Gary presented information on novel omega-3 based dietary supplements developed by Thetis Pharmaceuticals, a company that was co-founded by CMM in 2011.
Martin Magida Appointed CEO Trust Expert and Accepted into Vistage Trusted Advisor Program
July 17, 2015
Carter Morse & Mathias is proud to announce that Managing Director Martin Magida has been appointed as an Expert with the CEO Trust and has recently been accepted to the Vistage Trusted Advisor Program.
Pricing, Capital Structure and Term Sheets - Top Dos and Don'ts from Top iBankers
July 8, 2015
CMM Managing Director, Ramsey Goodrich, was a featured panelist at the Alliance of Mergers & Acquisition Advisors® 2015 Summer Conference for a panel entitled “Pricing, Capital Structure and Term Sheets - Top Dos and Don'ts from Top iBankers” The 2015 AM&AA Summer Conference was held in Chicago at the Marriott Chicago Downtown Hotel and included more than 500 professionals and executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPA’s, attorneys, business valuators, consultants, and other M&A advisors.
Town of Weston celebrates Michael Carter Appreciation Day
June 13, 2015
CMM Managing Director, Michael Carter, was recently honored by the Town of Weston which declaring Saturday, June 13, Michael Carter Appreciation Day in Weston. The town thanked Carter “for his many contributions to our community” which included nearly 10 years on the finance board, acting as president of both Weston Little League and the Weston Sports Commission for the past ten years, and leading the effort to bring Friday Night Lights” to Weston.
Use of Earn-outs to Bridge Valuation Gaps
June 5, 2015
CMM Managing Director, Ramsey Goodrich, was a panelist for a discussion entitled "Use of Earn-Outs to Bridge Valuation Gaps; A Panel Discussion Analyzing the Sale of Two Data Analytics Companies" at a breakfast hosted by the Association for Corporate Growth at the Shereton Hotel in Stamford CT. The event attracted more than 100 attendees and was a lively discussion.