Carter Morse & Mathias

Carter Morse & Mathias (CM&M) is a boutique investment banking firm that provides financial advisory services to corporate and institutional clientele. The firm focuses on business sales and divestitures, due diligence and valuation, transaction negotiation, managed auction process, and mergers and acquisitions advisory. Additionally, CM&M provides market analysis, financing solutions, economic structuring and equity placement, recapitalizations and buyouts, corporate finance and strategic planning tools. Its clientele include Opus Health, LLC; FTS systems, Nitech Inc, Dinex Glastonbury, Fletcher Thompson, and Anesthesia Data Systems. The firm partners with Carter Capital Corporation. Carter Morse & Mathias, formerly known as Carter Morse & Company, was founded in 1987 and is based in Southport, Connecticut.