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.
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

  • 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
  • Leggett Platt Pegasus
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Press Releases

Chris Reenock Joins CMG

January 2020

Carter Morse & Goodrich ("CMG") is pleased to announce that Christopher Reenock has joined as a Director.  “We are excited to have Chris join the CMG team. With more than 15 years of experience, both as an equity analyst and M&A banker, he brings strong analytical skill and proven transaction execution experience that will enhance the level of service to our family and founder clients.”, said Michael Carter, Managing Partner.

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CMG Adds new German affiliate to AICA International Network

December 2019

CMG and AICA (the Alliance of International Corporate Advisors), an integrated global network of middle-market M&A advisory firms, are pleased to announce the addition of ABACUS Corporate Finance with headquarters in Germany, to its team roster. The addition brings CMG's total affiliates to 42 member firms in 39 countries encompassing more than 250 transaction professionals.

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CMG Advises H.J. Baker on Financing

November 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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Recent and Upcoming Events

Ramsey Goodrich to speak at Capital Roundtable's "Building Successful Exit Strategies" conference

December 5, 2019

CMG Managing Partner Ramsey Goodrich will be moderating a panel at The Capital Roundtable’s full-day conference on Best Practices for Building Successful Exit Strategies, taking place Thursday, December 5, 2019 in midtown Manhattan. The panel, entitled “It’s All About Timing — What to Consider When Assessing Readiness” includes both private equity investors and business owners and how they consider timing when initiating a transition process. This all day seminar has more than 75 investors, transaction professionals and subject matter experts attending from around the country.

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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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