March 14, 2014

Ramsey Goodrich moderated an esteemed panel of experts for the The CFO Knowledge Network session: Capital Markets Discussion – Financing Alternatives to Drive Growth and Transition, discussing the pros and cons of various financing alternatives. CFO’s in attendance developed strategies for increasing their company’s visibility in the capital markets while gaining insight into their financing options, including structuring options, including tiered & unitranche alternatives, along with trends in leverage ratios, prices, terms and fees.  Other panelists include Dave Schneider: Partner, 3K Limited Partnership, Adam Sell: Managing Director – Syndicated Finance, JPMorgan Chase, and Alex Levental: Director, Ironwood Capital 

January 10, 2014

Michael Carter moderated an esteemed panel of experts for the Association for Corporate Growth meeting on January 10, 2014 entitled "Issues and Outlook for Corporate Development Officers" with: John Bellizzi, Global Head of Corporate Development, Thomson Reuters; Uta Werner, Chief Strategy Officer at Xerox; and William Striebe, Vice President, Business Development, UTC Climate, Controls and Security Systems. The event was one of ACG's largest events ever and attracted nearly 250 transaction professionals from across the region.  For more information please see: ACG-CT
November 12, 2013

Michael Carter was the featured speaker at the Womens Presidents’ Organization in NYC speaking about Building Shareholder Value and Exit Strategies.   The WPO is a non-profit membership organization for women presidents of multimillion-dollar companies.  For more information, please click here: Women Presidents Organization
November 1, 2013

Ramsey Goodrich, Managing Director of the investment banking firm of Carter Morse & Mathias, headlined a panel discussion at the Exit PLanning Exchange of Boston (XPX) Owner's Academy entitled "Beauty in the Eyes of the Buyer: What Does Transferable and Sustainable Value Have to do with Maximizing the Sale Price at Exit?" hosted by Babson College School of Business.  See more at: XPX Boston - Owner's Academy
July 29, 2013

Michael Carter, Managing Director of the investment banking firm of Carter Morse & Mathias, was highlighted in a feature article entitled "Anatomy of an Acquisition" published in the Fairfield County Business Journal on July 29, 2013.  The article focused on CMM's client Reliable Manufacturing Co., a precision aerospace components manufacturing company, which was sold to Whitcraft LLC, a portfolio company of Golub Capital and Ironwood Capital.

Read the full article here: pdfAnatomy of an acquisition - FCBJ.pdf

June 18, 2013

Ramsey Goodrich, Managing Director of the investment banking firm of Carter Morse & Mathias, led a distingushed panel titled "What Do Buyers Really Want?" for the Exit Planning Exchane (XPX) at the Stamford Marriott.  Participating on the panel are: Ridgely H. Cromwell, Managing Director, Starboard Capital Partners; Christian E. Lund, Partner, Hamilton Robinson Capital Partners; Craig Mullett, Founder, Branison Group LLC and Mark A. Riser, Partner, Morningside Private Investors

May 15, 2013

Michael Carter, Managing Director of the investment banking firm of Carter Morse & Mathias, led a panel for Financial Executives International on May 15, 2013 in downtown Hartford. Michael moderated the panel consisting of Phillip Cagnessola of Hamilton Robinson (Private Equity), Richard Buckanavage of Harvest Capital Credit (Mezzanine and Unitranche Capital) and Matthew Hummel of Bank of America (Senior Debt) as they analyzed and discussed the “Current State of the Middle Market Credit Markets.”

April 4, 2013

Ramsey Goodrich was named the Chair for the ACG-CT Consumer Conference.  As the largest dealmaker conference focused on consumer products, this annual conference is expected to attract more than 300 consumer executives, investors and advisors from accross the Northeast.  Speakers include:

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February 28, 2013

Frank Morse was the moderator for a panel on “Sourcing Deal Flow & Financing -- What Four Key Investment Bankers & Lenders Are Telling Their PE Clients About Manufacturing Deals” at the Annual Private Equity Investing In Middle-Market Niche Manufacturing Companies" event hosted by the Capital Roundtable at the University Club in New York City.

For more information or to register, please click here: Capital Roundtable - Manufacturing Conference

 

February 15, 2013

Martin Magida was the moderator for a panel on “Best Practices in Due Diligence: Avoiding Risks, Unearthing Opportunity” hosted by the New York Chapter of the Association for Corporate Growth, to be held at Tappan Hill Mansion in Tarrytown, NY.  The panel includes Margaret Isa Butler of Greenberg Traurig, Kevin Kaden of BDO USA, Gil Ozir, US Country Manager of AMR International, Tim Shanley, President & CEO of Celebration Foods, and Michael Struble of Wasserstein & Co. 

For more information or to register, please click here: ACG NY Event