Ramsey Goodrich presented at a Connecticut Business Forum
October 25, 2017
CMM Managing Partner Ramsey Goodrich presented to a group of senior executives at a breakfast meeting hosted by Key Bank. His presentation provided a state of the markets as well as several case studies on the importance of planning for a transaction in advance. Ramsey then led a lively discussion with his group of more than 30 professionals and advisors on techniques and value creation activities. Please contact CMM if you would like a copy of the presentation.
CMM Presents the second of a series for the Financial Executive Networking Group
October 22, 2017
CMM Managing directors Andrew Bangser and Ramsey Goodrich gave the second of a series of presentations to the Financial Executives Networking Group on Maximizing Shareholder Value entitled “Valuation multiples – how they are determined and how you can raise the multiple without changing the business.” This is the second of four webinars for financial professionals and what they should consider today that will have a material impact on the value their businesses. For more information please visit www.theFENG.org.
Ramsey Goodrich Co-Chairs ACG Fall Conference in Newport RI
September 18 & 19, 2017
CMM Managing Partner Ramsey Goodrich was the co-chair for a multi-day conference hosted by both the Boston and Connecticut chapters of the Association for Corporate Growth and was the moderator for a panel discussion entitled: The Good, the Bad, and the Ugly in Marketing Deals with Erik Dykema, principal at Lineage Capital, Martin Magida, Managing Director at Berkery Noyes, Todd Ofenloch, Managing Director at H.I.G. Capital and Jeffrey Unger, Chairman and CEO at G2 Capital Advisors. This two day event brought together more than 150 deal makers, private equity funds, family office investors and other deal professionals.
CMM Kicks Off XPX Case Study
September 14 and 15, 2017
CMM Managing Partner Ramsey Goodrich presented a case study and facilitated a round table discussion for the Exit Planning Exchange (XPX) in both New York and Fairfield Country chapters. The fictitious case, the third one drafted by CMM for use by the Exit Planning Exchange, will be used as the basis for a full year of programming for multiple XPX chapters. For more information, please visit www.exitplanningexchange.com or click below for a copy of the case study
Ramsey Goodrich Presents to Private Wealth Management Dinner
September 14, 2017
CMM Managing Partner Ramsey Goodrich gave a presentation to a group of private business owners and other centers of influence at a private dinner at the 21 Club hosted by a major Private Wealth Management group. This has been the seventh private dinner presentation focused on the state of the capital markets as well as ways business owners can maximize shareholder value with sufficient planning.
CMM Presents the first of a series for the Financial Executive Networking Group
September 13, 2017
CMM Managing directors Andrew Bangser and Ramsey Goodrich gave the first of a series of presentations to the Financial Executives Networking Group on Maximizing Shareholder Value entitled “Not all earnings are equal –the quality of earnings is as important as quantity.” This is the first of four webinars for financial professionals and what they should consider today that will have a material impact on the value their businesses. More than 100 senior level financial professionals attended the hour-long webinar. For more information please visit www.theFENG.org.
Andy Bangser presents Maximizing Shareholder Value presentation to major law firm
September 6, 2017
Intro text (first paragraph)...CMM Managing Directors Andrew Bangser and Ramsey Goodrich presented a Maximizing Shareholder Value presentation to a major law firm to discuss ways that owners of private businesses can maximize shareholder value by planning 2-3 years in advance of any transaction. The presentation was simulcast to multiple offices in the tristate area and had the firms leading corporate attorneys in attendance.
Ramsey Goodrich Elected as Chairman of Exit Planning Exchange Tristate
July 19, 2017
CMM Managing Director Ramsey Goodrich had been named the President and Chairman of the four Tristate chapters for the Exit Planning Exchange (XPX). In this capacity, Ramsey will lead the operations and growth of four area chapters, including those in Fairfield County, Hartford, New York City and New Jersey.
Ramsey Goodrich presents Maximizing Shareholder Value presentation to Renaissance Executive Forums
July 13, 2017
CMM Managing Partner Ramsey Goodrich presented a Maximizing Shareholder Value presentation to a group of Renaissance Executive Forums discuss ways that owners of private businesses can maximize shareholder value by planning 2-3 years in advance of any transaction. The presentation was presented to a group of owners of middle market business from Fairfield county and beyond.
Ramsey Goodrich Moderates a panel for CPA Event
June 21, 2017
CMM Managing Partner, Ramsey Goodrich, led a tranaction panel at the "CPE Event on Capital Markets, Private Equity & Cyber Security" hosted by UBS Wealth Mangement focused on the latest trends and issues facing business owners considering a transaction with private equity investors. The panel included representatives from The Riverside Companies, Duane Morris, Carter Morse & Mathias and UBS Wealth Management.