Southport, CT – The M&A Advisor is pleased to announce finalists of the 15th Annual M&A Advisor Awards. The Acquisition of Really Good Stuff by Excelligence, backed by Brentwood Associates was named a finalist in the Consumer Discretionary, Corporate & Strategic Acquisition & M&A Deal of the Year categories. The Acquisition of Really Good Stuff […]
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 […]
Carter Morse & Mathias (“CMM”) is pleased to announce that its Managing Director, Ramsey Goodrich will be the Chair of the 2017 InterGrowth Conference, hosted by the Association for Corporate Growth at the Aria Resort in Las Vegas Nevada, one of the largest conferences for deal makers and professionals focused on the middle market. © […]
Carter Morse & Mathias (“CMM”) is pleased to announce that it has provided a fairness opinion (“Opinion”) to Hamilton Robinson Capital Partners in connection with its recapitalization of Custom Engineered Wheels (“CEW”). Terms of the transaction were not disclosed. Custom Engineered Wheels, Inc. (“CEW” or the “Company”), headquartered in Warsaw, Indiana, with operations in […]
Carter Morse & Mathias (“CMM”) is pleased to announce that Pegasus Manufacturing, Inc. (“Pegasus”), headquartered in Middletown, CT, was acquired by Leggett & Platt Incorporated (“L&P”), headquartered in Carthage, Missouri. Carter Morse & Mathias served as Leggett & Platt’s exclusive financial advisor for the transaction. Terms of the transaction were not disclosed. Pegasus, founded in […]
Carter Morse & Mathias (“CMM”) is pleased to announce that Really Good Stuff, headquartered in Monroe, CT, was acquired by Excelligence Learning Corporation (“Excelligence”), headquartered in Monterey, CA and backed by the private equity firm Brentwood Associates. Carter Morse & Mathias served as Really Good Stuff’s exclusive financial advisor for the transaction. Terms of the […]
Southport, CT – It is with a sense of both excitement and loss that we announce that one of our long standing partners, Gary Mathias, will be taking a leave of absence from his daily responsibilities at Carter Morse & Mathias to focus all of his energy on Thetis Pharmaceuticals, a drug discovery company founded […]
Carter Morse & Mathias (“CMM”) is pleased to announce that Alliance Tech, headquartered in Austin, TX, has been acquired by Cvent, Inc. (NYSE:CVT), a leading event management platform headquartered in Tysons Corner, VA. Carter Morse & Mathias served as Alliance Tech’s exclusive financial advisor for the transaction, which closed on November 2, 2015. Alliance Tech […]
The Alliance of International Corporate Advisors (AICA), an international network of middle market investment banks which was co-founded by Carter Morse & Mathias, announced the additions of two investment banks to its network, which broadens its coverage in South America, Russia and Scandinavia. ALPAX, an independent investment bank that provides financial advice on mergers, acquisitions […]
Joe Pucci, the Chairman of the Connecticut Chapter of XPX, anda Principal, Financial Advisor in the New York office of Bernstein Global Wealth Management commented, “We are thrilled to have Ramsey lead our board and bring his wealth of investment banking expertise as well as his many years of experience managing ACG through its spectacular […]