Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing closely-held and family businesses valued between $20 million and $200 million.

While CMG 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 who are pursuing their once-in-a-lifetime M&A transactions.

CMG specializes in helping owners of leading companies in unique and niche markets plan, prepare, execute, and close successful transactions that maximize shareholder value. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.

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 become a trusted advisor to hundreds of business owners.

CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

CMG is also a charter member of AICA, an integrated global network of middle-market advisory & finance firms with 41 investment bank alliance partners in 39 countries in 68 offices totaling more than 250 professionals.


We invite you to talk with us and learn how we can help you.


Business Owner Survey:

The Value of an Investment Banker

This White Paper surveyed business owners who sold their business between 2011-2016 for between $10 and $250 million. This is a must read for business owners thinking about a transaction and for their advisors. The results will surprise you.
whitepaper cover middle market

Download the white paper>>

Alliance of International Corporate Advisors

Member of FINRA / SIPC

 

Featured Transactions

Press Releases

Carter Morse & Goodrich and de Visscher & Company Combine M&A Practices

January 8, 2019

Carter Morse & Goodrich (“CMG”) is pleased to announce that de Visscher & Company has combined its M&A, capital raising and Transaction Advisory practice with CMG’s practice. The combination adds two experienced bankers to the CMG team and will further enhance CMG’s capabilities with family-held businesses. Clients of both firms will benefit from CMG’s additional scale, deeper international relationships, collective knowledge of targeted industries and proven transaction execution success.

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CMG welcomes Drew Rossi to the team

October 2018

We are pleased to announce that Drew Rossi has joined the CMG team as an Analyst in August.

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Our New Name: Carter Morse & Goodrich

September 2018

We are delighted to announce that we are changing our name to Carter Morse & Goodrich.

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