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.

CMG specializes in helping owners of leading companies in unique and niche markets to 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.

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.

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 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.
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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>>


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

Member of FINRA / SIPC

 

Featured Transactions

  • AGA for Website
  • Watson for Website
  • Loos for Website 1
  • CMM SavATree MA Award
  • CMM ComNet MA Award
  • CMM 30 years Logo
  • SavATree Web
  • eTouches Tombstone
  • ComNet Web Tomstone
  • Excent
  • Leggett Platt Pegasus
  • RGS Tombstone for Website
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Press Releases

CMG Named Finalist for "Corporate/Strategic Deal of the Year"

September 2019

Carter Morse & Goodrich ("CMG") is proud to announce that Glanbia Nutritionals' acquisition of Watson, Inc. was named as a finalist for the M&A Advisor - Corporate/Strategic Deal of the Year. CMG served as the exclusive financial advisor to Watson, Inc. on this transaction.

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CMG's 2019 Mid-Year Update

August 2019

Carter Morse & Goodrich ("CMG") is pleased to provide an update on our recent activities and our outlook for the fall.

 

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AGA Recapitalizes with Trivest Partners

June 2019

Carter Morse & Goodrich (“CMG”) is pleased to announce it served as the exclusive financial advisor to A. G. Adjustments Ltd. based in Melville, NY (“AGA” or the “Company”) in its recapitalization with Trivest Partners, a leading private equity fund based in Miami, Florida. CMG acted as the exclusive financial advisor to AGA. Terms of the transaction were not disclosed.

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Recent and Upcoming Events

Ramsey Goodrich featured speaker at AM&AA Long Island Chapter meeting

September 12, 2019

CMG Managing Partner Ramsey Goodrich will be a featured panelist at the AM&AA (The Alliance of M&A Advisors) Long Island Chapter meeting titled "Deal or No Deal - Creating the WIN/WIN" on Septmeber 12th 2019 at The Mansion at Oyster Bay in Woodbury, NY.  The panel discussion is targeted for M&A professionals that represent middle market companies for their transactions and will feature investment bankers, legal counsel and accounting professionals who will discuss negotiation strategies for creating successful transactions..  

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Ramsey Goodrich was a featured speaker at Family Office Association Event

June 6, 2019

Ramsey Goodrich, Managing Partner at CMG, was a featured speaker at a special half-day workshop in NYC titled Family Office Association Direct Investing for Single Family Offices.  His presentation "Views from a Sell-Side Banker - How Family Offices Can Compete with Private Equity" was well received by the numerous family office representatives and other trusted advisors to family offices.  

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Ramsey Goodrich was a featured panelist at Manufacturing Association

May 9, 2019

CMG Managing Partner Ramsey Goodrich was a featured panelist at the New Haven Manufacturing Association meeting titled "Preparing a Business for a Future Sale" on May 9th at the Quinnapiac Club in New Haven CT.  The New Haven Manufacturers Association promotes and advocates causes important to the manufacturing community in both the Greater New Haven region and beyond, educates members on business, and provides a forum for the exchange of ideas and issues.  

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