Experience.
Expertise.
Results.

Headquartered in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses that are leaders in their niche markets valued between $25 million and $250 million.  

Our passion is delivering life-changing outcomes that exceed expectations for owners who value great advice, are willing to invest in their success and appreciate great outcomes, where value often means more than just money.  We fully understand and appreciate the unique dynamics of these companies and the importance of owner legacies. 

Leveraging nearly four decades of investment banking experience and expertise developed over hundreds of successful transactions, we repeatedly achieve optimal results by providing independent, client-focused advice throughout a highly disciplined sale process. 

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 founders and families.  

CMG by the Numbers

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Meet Carter Morse & Goodrich

The CMG Family

The quality of our M&A services stems directly from the caliber of our team. Our senior bankers have an average of 25 years of experience as senior executives, entrepreneurs, private equity investors, commercial bankers, advisors, and investment bankers.

Featured M&A Transactions

CMG provides expert advice to families and founders who are pursuing their once-in-a-lifetime M&A transactions.   

Testimonials

“At first, I was skeptical about hiring an investment banker for our sale, since strategic parties had already approached me about a transaction. But after meeting the Carter Morse team and witnessing their M&A expertise, knowledge of the HVAC space, and direct connections to buyers interested in Arista, I knew they were the right partner for us. From that point on, they proved I had made the right choice. They supported us at each turn and truly cared about every detail of my family’s business, doing whatever it took to make this a successful transaction for us. I can’t recommend them highly enough.”

Scott Berger

President, Arista Air Conditioning

Stay up to date with CMG

Resources & News

We stay at the forefront of our industry by covering all aspects of M&A, offering industry insights, business owner education, whitepapers, and more.

Read on to hear from our M&A advisory experts about what’s happening in our industry today.

Business Owner Survey

The Value of Investment Banking

This White Paper surveyed business owners who sold their business for values between $10 and $250 million. This is a must read for business owners thinking about a transaction and for their advisors.