Carter Morse & Goodrich Expands Team - Jon Michaels

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March 1, 2021

March 2021

Southport, CT

Carter Morse & Goodrich is excited to announce that Jon Michaels has joined the firm as a Senior Associate. Jon will be focused on transaction execution for our family-held and founder-led clients.

“We are thrilled to have Jon join our team,” said Ramsey Goodrich, Managing Partner at Carter Morse & Goodrich. “Jon brings extensive deal execution experience and shares CMG's commitment to excellence and teamwork. He is an important addition to our team and will be a meaningful part of our continued growth.”

Prior to joining CMG, Jon was a Senior Associate at Great Rock Capital, an asset focused commercial finance company, where he focused on underwriting new investments and managing a portfolio of middle-market companies. Prior to that, Jon completed the General Electric Financial Management Program (FMP) and worked with GE Aviation in Cincinnati, OH where he earned a Green Belt - Lean Six Sigma designation. He is a graduate of the University of Vermont with a degree in finance and business administration.

Jon can be reached at jmichaels@cartermorse.com.

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About Carter Morse & Goodrich
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Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 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.
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CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

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The Tide Mill Building | 99 Harbor Road
Southport, CT 06890

203-349-8371 | INFO@cartermorse.com

Securities are offered through Carter Capital Corporation, member FINRA and SIPC.

This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMG cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

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