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 Advises H.J. Baker on Financing

Nomember 2019

Carter Morse & Goodrich ("CMG") is pleased to announce that it served as the exclusive financial advisor to H.J. Baker & Bro., LLC. ("H.J. Baker") in its $100 million debt refinancing with BMO Harris Bank, a U.S. subsidiary of the Bank of Montreal ("BMO").  The multinational debt package, which will  be syndicated, included an asset backed line of credit, an specialized equipment finance term loan as well as a cash flow based term loan.

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Ramsey Goodrich receives The M&A Advisor's 2019 Thomas Farrell Memorial Award

November 2019

The M&A Advisor announced that Ramsey W. Goodrich, Managing Partner at Carter Morse & Goodrich, is a recipient of the 2019 Thomas Farrell Memorial Award. The Award is presented each year to the individual chosen by their peers to have made the most generous contribution to the advancement of our industry.  "We are excited to present Ramsey W. Goodrich with the 2019 Thomas Farrell Memorial Award. I cannot think of a more fitting candidate for this Award than Mr. Goodrich, who embodies the very essence of this award's purpose," shared Roger Aguinaldo, The Founder of The M&A Advisor. "Throughout his dealmaking career and in his enduring contributions to both ACG and XPX, Ramsey has tirelessly been a champion for the advancement of our industry and the members of it."

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CMG Named Finalist for "Private Equity Deal of the Year"

October 2019

Carter Morse & Goodrich ("CMG") is proud to announce that the recapitalization of AG Adjustments, Ltd (“AGA”) with Trivest Partners LLC (“Trivest”) was named as a finalist for the M&A Advisor – Private Equity Deal of the Year ($25 million - $50 million).

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Recent and Upcoming Events

Drew Rossi featured panelist at ACG event

November 14, 2019

CMG Associate Drew Rossi was a featured panelist at the Association for Corporate Growth (“ACG”) Connecticut meeting titled "The Anatomy of the Deal” on November 14th, 2019 at The J House in Greenwich, CT.  The panel discussion featured young M&A professionals in both Investment Banking and Private Equity speaking to an audience of young professionals interested in the industry. As the first in a two-part series, this event gave attendees a detailed look at the ins and outs of a transaction, from origination to closing, from a young deal makers perspective.

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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 September 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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