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

  • 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

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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In the Middle of Difficulty Lies Opportunity

June 2020

History has shown that crises present unique opportunities to grow shareholder value through selected acquisitions. Now may be the perfect time to go shopping.

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Recent and Upcoming Events

Ramsey Goodrich featured speaker at XPX Advisor Exchange Virtual Discussion

April 1, 2020

CMG Managing Partner Ramsey Goodrich was a featured speaker on the Exit Planning Exchange's (XPX) virtual discussion series with professionals advisors for middle market business owners.

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Michael Carter featured presenter at Connecticut Bar Association event, “LOIs that Optimize”

February 11, 2020

CMG Managing Partner, Michael Carter will be presenting on how transaction lawyers can increase the likelihood that the letter of intent (LOI) becomes the foundation for a successful transaction. Michael Carter will highlight the issues that are most problematic, discuss the gamesmanship that occurs and provide advice on how to reduce a clients' transaction risk.

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Terry Hannafin featured speaker at XPX Long Island event, "Successful Exit Stories"

February 7, 2020

Terry Hannafin, Managing Director at CMG will be a featured speaker at the Exit Planning Exchange (“XPX”) Long Island Chapter event, "Successful Exit Stories" along with CMG’s client AG Adjustments, which recently completed a recapitalization transaction with TriVest Partners. The event will be at The Offices of Carter DeLuca & Farrell in Melville, New York on February 7th, 2020.

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