Carter Morse & Mathias Launches Legacy Series

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June 14, 2016

Carter Morse & Mathias (“CMM”), a boutique investment bank which specializes in advising privately held middle market companies, is pleased to announce the launch of Creating a Legacy – Life After a Sale. The series gives unique insight into some of the successful business people that CMM has advised, and what they are doing with the resulting time and money to help create their own personal legacies.

“Over the course of 29 years, we have completed over 300 assignments and have been fortunate to meet and work with entrepreneurial people in preparing for and completing their once-in-a-lifetime transactions,” said Frank Morse, managing director of CMM. “We are honored to have helped unleash these ‘legacy’ opportunities and are gratified by the deep and long-standing relationships we have forged.”

The series recently launched with profiles of four individuals and one couple, each detailing their background, the transaction, and their plans for their personal legacies. These strategies include using technology to improve education effectiveness, becoming an angel investor to help support the next generation of entrepreneurs and committing to help others prosper.

One legacy featured is that of Oni Chukwu, a survivor of the Nigeria/Biafran civil war in the late 1960s, who earned an MBA from the University of New Haven, held a series of executive roles in global finance and technology, became a university board member and went on to serve as CFO of Triple Point Technology, where he led the company’s global expansion. After the successful sale, he merged his expertise of technology and entrepreneurship, becoming the CEO of a cloud-based software company while continuing to fulfill his lifelong passion to help the disadvantaged.

In 2011, Chukwu and his wife Leslie started the Africa Plan Foundation with the broad mandate to help underprivileged people and organizations around the world in tangible and measureable ways. The organization currently focuses on helping entrepreneurs in developing countries with guidance and financial support, global women’s health, including tackling issues such as female mutilation, and promoting youth education.

“I’m a staunch believer in giving back,” says Chukwu. “I’ve been helped by a lot of people to get where I am, so it is important for me to do the same.”

Another story featured in the series is that of Lisa Braden-Harder, who in 1993 founded Butler Hill Group, a leading language technology consulting and services firm. When the company merged with Appen, Inc., headquartered in Sydney, Australia, the transaction created a new global leader in linguistic solutions. After becoming co-president and then CEO of Appen, she took the company public in Australia. Braden-Harder then decided to step away from the company to fulfill her passions, enrolling in Harvard University’s Advanced Leadership Initiative. The program is designed to help former executives put their expertise to work within the social impact sector.

Braden-Harder ultimately plans to combine her vast experience with linguistic technology and her interest in education, potentially creating unique educational software to aid schools and teachers.

“People ask me about ringing the bell at the Australian Stock Exchange and the celebratory lunch in front of the Sydney Opera House, but what really excites me is what I can do with this new opportunity,” said Braden-Harder.

Ramsey Goodrich, managing director of CMM says, “For a business owner, a sale unleashes two previously scarce commodities, time and money. Following the sale, they now have the freedom to decide how those resources can be put towards making a meaningful impact in their communities. We share these stories of both personal and professional achievement post-sale with the hope that they inspire others to create their own legacies. We look forward to following these successes over the years and working with other inspiring individuals who seek to do the same.”

About Carter Morse & Mathias:

Founded in 1987, Carter Morse & Mathias is a boutique investment bank specializing in advising privately held middle market companies. CMM provides a full range of investment banking services: business sales and divestitures, equity and debt capital raises, acquisition services, and pre-transaction and strategic advisory services. Time and time again, our strategic guidance and seamless transaction execution has proven crucial for clients, many of whom we represent in their once-in-a-lifetime transaction. For nearly 30 years, CMM's combination of hands-on Managing Director involvement and extensive network of domestic and international resources has enabled us to help hundreds of business owners plan, execute, and close transactions that maximize shareholder value.

CMM's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC. CMM is also a charter member of AICA, an international network of M&A professionals in over 20 countries across the Americas, Europe, Asia, Latin America and the Middle East.

About Carter Morse & Goodrich

Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 years, the combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of business owners.

CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

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