C&M Asset Management is a corporate finance and private equity boutique that offers tailored solutions prioritizing the goals of our clients.
Our business is regulated to custody customer capital and information. We earn employee, client and regulator trust by being as transparent as we can within respect for employee & customer privacy, as well as the law.
We generate impact because we’re nimble. Agility implies risks, and that’s a good thing. Any risk where client resources (capital, data) are not at stake is worth it if the odds are good enough. Playing it safe is the riskiest gamble.
We have long standing relationships with multinational corporations, financial institutions, family offices.
C&M Asset Management Inc. operates as a subsidiary of an SEC regulated licensed asset management firm in Delaware and is regulated for corporate finance advisory in Pennsylvania.
Our private equity interests have a strong ESG focus within the parameters of the United Nations’ Sustainable Development Goals.