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Home > Financial Services > Stock Brokers > The Carson Medlin Company

The Carson Medlin Company

The Carson Medlin Company(CMC) is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The Carson Medlin Company is an investment banking firm founded in 1991 to provide specialized corporate finance services to community financial institutions. From their offices in Tampa, Florida and Raleigh, North Carolina, the firm advises banks and thrifts on strategies to optimize their value and executes those strategies to realize that value. The firm is a broker-dealer registered with the Securities and Exchange Commission and a member of the National Association of Securities Dealers. Their professionals have the experience of dozens of years and hundreds of engagements as investment bankers to community financial institutions, as well as extensive direct experience in commercial banking, banking regulation, and industry. Over the last four years, Carson Medlin has been the most active bank merger advisor in the Southeast.

The firm has a demonstrated record of performance in completing engagements. In all of their assignments, they emphasize thoroughness of preparation, professionalism in execution, and effectiveness in completion. They are diligent in avoiding conflicts of interest and maintaining strict client confidentiality. The Carson Medlin way of doing business is based on two essential principles. The first is integrity. Because their client relationships are often years in the making, there is a high level of mutual respect and trust between a client and the firm. The Carson Medlin Company focuses on managing the capital base and maximizing the value of that investment.

CMC helps community banks execute the transactions that build franchise value. As financial advisors, their focus is the same as when planning strategy. While they are sensitive to the bank and its employees, customers and community, their primary service is to the client's shareholders, as represented by the board of directors.

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