Carter Morse & Mathias
M&A/Divestitures

Capital Raises

Financial Advisory

Health Care Group

CHCS Services, Inc. (CHCS), based in Weston, Florida, is a leading provider of case management, care coordination and insurance products to seniors.  After launching successfully in the Florida market, the company was seeking a strategic investor to help diversify its product line and expand nationally.  CHCS raised $5 million in common stock from Conseco, Inc., one of the nation’s leading long-term care insurance companies.  A firm principal served as CHCS’ exclusive financial advisor in the transaction.

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