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 $20 million and $200 million.

CMG specializes in helping owners of leading companies in 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 businesses and the importance of 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 44 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.
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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

  • Bercen for Website
  • HJ Baker Tombstone for Web
  • 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
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Press Releases

To Ensure a Successful Outcome, Know “Why”... Not Just “How Much”

September 2020

Maximizing the value of your Company is critically important when selling a Company…but proceeds are not everything. Before pursuing a transaction, sellers should carefully evaluate the “why” behind a sale, not just ”how much”.

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Mitigating Fear in M&A Transactions

August 2020

Every M&A transaction is an emotional roller coaster for both the owners and employees. Business owners have the ability to either alleviate fear or exacerbate it, so it is essential to set the right tone and carefully manage the message.

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When Preparing for an Exit - Do the Opposite

July 2020

When it comes to selling a business, owners need to think differently than when managing day to day operations. The instincts and tactics that make them succesful growing their companies are often wrong when exploring an exit.

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Recent and Upcoming Events

CMG Managing Director Terry Hannafin Moderates Virtual Panel for AM&AA Long Island

September 23, 2020

CMG Managing Director Terry Hannafin was a moderator for the Alliance of Merger & Acquisition Advisors (AM&AA) Long Island Chapter's virtual event "M&A & Commercial Real Estate: Fall Update" on September 23, 2020.

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CMG Managing Director Terry Hannafin Moderating Virtual Panel Discussion for XPX Long Island

September 11, 2020

CMG Managing Director Terry Hannafin will be moderating the Exit Planning Exchange (XPX) Long Island Chapter's virtual event "“Where are we now? Advising clients in the New Normal” on September 11, 2020

It’s been over six months since the world abruptly pivoted to a virtual reality, and it is unlikely to return to normal for many months. Discussions will be focused on the following topics to provide insight on the current state of M&A markets:

• Now is a time to reassess and reevaluate.
• Who is buying? What is trending with multiples?
• How have valuations changed?
• Which industries are seeing the most activity?
• What is a typical deal structure?
• What is motivating owners to take action now?
• How are lenders responding? What is typical leverage?


Joining Terry for the event will be the following panelists:

Diana Hopkins, Director - BDO
Gary Occhipinti, Sr. Business Banking Manager - Capital One
Jill T. Braunstein, Corporate & Securities Attorney - Morrit Hock & Hamroff LLP
Brandon Richter, Partner - Hamilton Robinson Capital Partners

For more information on the event: Click Here

Michael Carter Featured Panelist on Divestopedia Webinar

August 26, 2020

CMG Managing Partner Michael Carter will be a featured panelist on an upcoming webinar titled "Masterclass on Selling a Mid-Market Business" produced by Divestopedia, an internet resource for entrepreneurs who want to sell their businesses.

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