Carter Mackenzie International

Carter Mackenzie International

Venture Capital and Private Equity Principals

Greenwood Village, Colorado 9,416 followers

Consulting, Recruiting, and Private Equity Support Services

About us

Carter Mackenzie International was established in 1996. Our Private Equity Support Services division, with offices in Washington, D.C., and Hong Kong, was established in 2013. With over 40 professionals now, we have become an essential and trusted partner to highly regarded global private equity firms. Our services extend to various functions, including fund administration support, investor account management, accounting, tax, and business systems. Visit our website at www.cartermackenzieinternational.com for more information.

Industry
Venture Capital and Private Equity Principals
Company size
11-50 employees
Headquarters
Greenwood Village, Colorado
Type
Privately Held
Founded
1996

Locations

  • Primary

    6400 S Fiddlers Green Circle

    Suite 1860

    Greenwood Village, Colorado 80111, US

    Get directions
  • 1101 Pennsylvania Avenue NW

    Suite 300

    Washington, DC, 20004, US

    Get directions

Employees at Carter Mackenzie International

Updates

  • Companies often make two mistakes regarding candidate assessments: skipping assessments entirely or overwhelming candidates with too many. No assessments can leave you blindsided once the hire starts, while too many can cause interview fatigue and drive top talent away. At CMI, we strike the perfect balance. We use targeted, relevant assessments focusing on critical skills, giving you the insight you need without overwhelming candidates. Our approach ensures a streamlined process that identifies the best fit without the pitfalls of over-assessment. Let’s connect to refine your hiring process. 💼 #Recruitment #HiringBestPractices #TalentAcquisition #CMI #InterviewProcess #Leadership

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  • External talent partners broaden your network and deliver critical market insights, connecting you with top talent that’s often overlooked. They can access passive candidates, industry specialists, and hidden gems that internal teams might miss. At CMI, we specialize in finance and accounting recruitment, leveraging our extensive network to find outstanding candidates for your business. With CMI as your talent partner, you’ll reach the professionals you need to drive success. Let’s connect and discuss how we can expand your talent pool. #Recruitment #TalentAcquisition #FinanceTalent #CMI #Hiring #Accounting #Leadership

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  • Your tech infrastructure must keep up with the competition to fully leverage AI’s potential in data management, decision-making, and workflow optimization. At CMI, we offer technology integration services that ensure your systems are up-to-date and ready for whatever the future holds. From upgrading legacy software to implementing cutting-edge solutions, we help you future-proof your business. Ready to optimize your operations with new technology? Let’s connect and discuss how we can drive your business forward. 💼 #AI #TechIntegration #CMI #Innovation #DigitalTransformation

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  • *Team Member Spotlight*

    View profile for John Blomberg, graphic

    Director at Carter Mackenzie International & CMI Cyber

    During the pandemic, online communication was a necessary mode to conduct business. It feels like it’s time to get back to what makes the business world run—face-to-face interactions. I’m lucky enough to have worked both in-person and virtually, and the advantages of in-person far outweigh the near-reality of online.        Many candidates today, especially those who are entering the workforce or are young in their careers, are missing an incredible opportunity. Live interplay allows you to meet your team and engage in conversations that don’t overlap or are impossible to understand due to connectivity issues. When someone is talking, I want to turn my attention in their physical direction and listen to their valuable input. I feel like I’m looking at a dozen people online, trying to figure out whose mouth is moving.        One of the topics addressed in remote and hybrid work models is keeping company culture. Well, where did that culture originate? That’s right, in person. It’s about professional relationships strengthened through meaningful discourse at the conference room table or maybe next to the water cooler. I would never ask a colleague a personal question during a Zoom call, but you can bet your bottom dollar that I’m interested in their well-being and will ask that question the next time we have a chance to chat one-on-one in the office.        Another often overlooked aspect of working in the office is structure. When you’re at your desk, looking at a full calendar, the only task is prioritizing and completing your work. If you’re at home, laundry, dirty dishes, pets, and sometimes children pull attention away from your work responsibilities. I prefer to be laser-focused on the job without distractions—my thinking is more precise, and my productivity is much higher.        On that same note, yes, I can complete work in my pajamas, but there’s a difference when I wear a suit and tie. I stand a little taller, am more confident, and bring my best to the table instead of bringing my breakfast. My boss knows I’m serious about chasing developing opportunities in real time; I’m on the job and ready to work. And at the end of the day, there’s no better professional closing to an Adam James International or Carter Mackenzie International meeting than looking someone in the eye while shaking their hand.       #WorkplaceCulture #Recruitment #Success #Office

  • *Team Member Spotlight* Part II

    View profile for Todd LeVigne, graphic

    Managing Director at Carter Mackenzie International

    ...Part II 5. Talent and Skill Utilization  ·       Why It’s Missed: The focus on cost-cutting and eliminating redundancies can lead to losing key talent.  ·       Impact: Failure to harness the unique skills and expertise that could be leveraged to drive innovation and growth.  ·       Mitigation: Identify key talent promptly and develop strategies to retain them. Consider how the combined workforce can be redeployed to drive and support new initiatives.    6. Brand and Market Positioning  ·       Why It’s Missed: Companies might underestimate the importance of brand integration and market positioning.  ·       Impact: Market confusion, diluted brand value, and missing the chance to strengthen market presence.  ·       Mitigation: Develop a clear strategy for brand integration and communicate this to all stakeholders including customers, employees, and partners.      7. Regulatory and Compliance Alignment  ·       Why It’s Missed: Regulatory and compliance issues are sometimes treated as afterthoughts in the excitement of closing the deal.  ·       Impact: Non-compliance can result in fines, legal challenges, and reputational damage.  ·       Mitigation: Involve legal and compliance teams beforehand to identify and address all regulatory issues swiftly.    8. Innovation and Research and Development (R&D) Synergies  ·       Why It’s Missed: The focus on immediate cost savings can lead to cuts in R&D budgets or the failure to integrate innovation capabilities.  ·       Impact: Missing opportunities to leverage combined R&D strengths for future growth.  ·       Mitigation: Assess the innovation and R&D pipelines in advance and explore how the merged entity can accelerate development.    9. Communication Strategy  ·       Why It’s Missed: Companies often fail to develop a comprehensive communication plan that addresses all stakeholders.  ·       Impact: Misinformation, rumors, and uncertainty can create resistance and hinder integration efforts.  ·       Mitigation: Develop and execute a clear and consistent communication plan that keeps all stakeholders informed and engaged.    Takeaway  To fully capture the synergies in an M&A, companies should adopt a more comprehensive approach that includes--yet reaches beyond--financial and operational considerations. By addressing these often-overlooked areas, companies can maximize the value of the merger or acquisition and set the stage for long-term success.    At Adam James International and Carter Mackenzie International, we recognize that our clients need knowledgeable professionals who understand the variable processes in motion during any M&A transaction and will support them throughout the experience.    Which of these was the most surprising? Let me know in the comments below...    #MergersAndAquisitions #CorporateFinance #BusinessMergersAcquisitions #Recruiting 

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  • *Team Member Spotlight* Part I

    View profile for Todd LeVigne, graphic

    Managing Director at Carter Mackenzie International

    Mergers and Acquisitions (M&A) can be a goldmine of opportunities, but some crucial synergies are frequently left unnoticed during the integration phase. Here is a closer look at four that tend to slip through the cracks, with an additional five in Part II to provide a comprehensive yet concise overview of these more nuanced synergistic opportunities: 1. Cultural Alignment  ·       Why It’s Missed: Companies often focus on numbers and organization while cultural integration is on the back burner.  ·       Impact: Misalignment in culture can lead to conflicts, employee turnover, and poor morale, undermining the merger’s success.  ·       Mitigation: Identify cultural differences early on and then take proactive measures to align them through strong leadership, communication, and effective change management.    2. Customer Retention and Cross-Selling Opportunities  ·       Why It’s Missed: The focus is often on cost-cutting and streamlining operations, which leaves untapped revenue potential.   ·       Impact: Losing key customers and missing opportunities to leverage the combined customer base for cross-selling.  ·       Mitigation: Engage the sales and customer service teams ahead of time to preserve current customer relationships while opening the door to new opportunities.     3. Technology and Data Integration  ·       Why It’s Missed: Technological integration is often seen as a back-end issue, with limited involvement from top management.  ·       Impact: Incompatibility in systems can lead to inefficiencies, data loss, and missed occasions for data-driven decision-making.  ·       Mitigation: Bring IT leadership into M&A planning during the initial stages, ensuring that technology integration is a priority.    4. Supply Chain and Vendor Rationalization  ·       Why It’s Missed: Companies tend to focus primarily on internal operations, causing them to overlook potential synergies in procurement.  ·       Impact: Missing windows for cost savings, supply chain efficiencies, and vendor renegotiation.  ·       Mitigation: Conduct a thorough review of the combined supply chain and vendor relationships to identify prospective savings and improvements.      Takeaway  To fully capture the synergies in an M&A, companies should adopt a more comprehensive approach that includes--yet reaches beyond--financial and operational considerations. By addressing these often-overlooked areas, companies can maximize the value of the merger or acquisition and set the stage for long-term success.    At Adam James International and Carter Mackenzie International, we recognize that our clients need knowledgeable professionals who understand the variable processes in motion during any M&A transaction and will support them throughout the experience.    Which of these is the most surprising? Let me know in the comments below...    #MergersAndAquisitions #CorporateFinance #BusinessMergersAcquisitions #Recruiting

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  • *Team Member Spotlight*

    View profile for James Richardson, graphic

    Opening doors for skilled accounting, finance, and IT candidates.

    As a recruiter with a background in IT, I find it important to consider technological improvements as they affect the job market. Lately while working at Carter Mackenzie International, I've been thinking about how accounting and finance roles will be supplemented heavily with AI soon. Will it eventually become a requirement for employment? AI made significant leaps and bounds over the past few years, breaking into various industries. from expressive works such as art and film to agricultural tasks involving irrigation and fertilization. Bearing in mind such complicated and skill-intensive projects have been accomplished with the assistance of machine learning, it would be unsurprising to me that accounting and finance will be overhauled. Big 4 firms have already adopted AI in some form. This improved services for their clients by utilizing machine learning to review documents, extract unstructured data, and analyze Big Data sets as part of the auditing process. Smaller firms have started to use AI tools to streamline the accounting process, where expenses, account reconciliations, and financial reports are automatically generated. AI has entered the automation space and it's here to stay, but will it go further than that? Many articles and videos have a ‘doom and gloom’ slant on the topic of artificial intelligence, to the point where robotic, dystopian themes from Terminator, The Matrix, and 2001: A Space Odyssey are seen as prophetic. Do I think AI will completely replace people in accounting and finance? Absolutely not.  Machine learning is imperfect. Such imperfections are not exclusive to artistic mistakes, such as generating a painting of someone with disproportionate hands. It’s within the realm of possibility for AI to make errors in the accounting and finance world, too.  AI will be a tool like any other-- one professionals utilize to speed up the automation processes. However, a machine’s work will always have to be checked and potentially corrected by a human being. AI will not replace skilled professionals, but professionals will have to know and understand AI and incorporate it into their skillset very soon. #AI #DigitalTranformation #FinancialServices #Accounting 

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  • In the ever-evolving finance landscape, the search for professionals can often seem like navigating through uncharted waters. At CMI, we are dedicated to being the compass that guides you through this complex journey. Our direct hiring services are meticulously designed to exceed the unique demands of securing top-tier finance and accounting talent. Leveraging unparalleled industry insights and a global network of professionals, we present candidates that are not merely a fit, but a strategic asset tailored to your organization's specific aspirations. Embark on your recruitment journey with CMI at the helm. Your peace of mind is our priority. #DirectHiringExcellence #YourTrustedPartner

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  • In the quest for top-tier finance talent, the hurdles are many—hours spent poring over resumes, countless interviews, and the daunting task of identifying individuals who not only have the technical skills but are also in sync with the rapid pace of the finance world. Add to that the intense competition for these highly sought-after experts. Our direct hiring services are crafted to meet these exact challenges, ensuring that you connect with not just any candidates, but the right candidates—those rare gems who bring both innovative solutions and a forward-thinking mindset to your team. Let's join forces and tackle finance talent acquisition together. #DirectHiringMastery #YourTrustedPartner

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