Carter Morse & Mathias

Located in Southport, Connecticut, Carter Morse & Mathias is a boutique investment bank specializing in advising owners of privately held middle market companies valued between $20 million and $200 million. We specialize in helping owners of leading companies in unique and niche markets plan, execute, and close transactions that maximize shareholder value. While CMM provides a full range of investment banking services such as business sales and divestitures, equity and debt capital raises, acquisition services and pre-transaction advisory services, our primary focus is representing sellers in their on their once-in-a-lifetime M&A transactions. For more than 30 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 help hundreds of business owners plan, execute, and close successful transactions. CMM's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.