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.
Read more ...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."
Read more ...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).
Read more ...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.
Read more ...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..
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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