Our passion is delivering life-changing outcomes that exceed expectations for owners.
Our core focus is providing M&A advisory for founders & families pursuing their once-in-a-lifetime transaction.
We love working with motivated 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.
While we typically represent sellers, we also work with owners on considering and exploring all of their options, including raising capital or even making an acquisition. Before embarking on any transaction process, we are dedicated to a disciplined planning and preparation process which ensures the best possible outcome for our clients.
We provide straightforward and unbiased advice solely focused on the objectives of our clients, regardless of the impact on CMG. We also work with other professional advisors to dive deeper, explore options and get the company and the owners ready for a transition both personally and professionally.
Developing meaningful long terms relationships is our highest form of personal gratification. Those relationships motivate us to deliver value for our clients and referral sources. We believe in making friends, not simply contacts.
We build trust with straight talk and honest communication. Our down to earth, approachable demeanor allows us to build a relationship with each and every client we take on. We are real people who are passionate about helping founders and families optimize the value of their company in a successful transaction.
We challenge ourselves to continually seek ways to improve our abilities to deliver extraordinary results for our clients. We hire people who have insatiable curiosity and a perpetual drive to better themselves both personally and professionally.
Our communication style is down-to-earth and approachable, allowing us to build trust, rapport and a shared sense of purpose whether it be among ourselves, with our clients or with their advisors.
We have a proven, high-touch approach to each assignment, staffed with a dedicated team of bankers who work collaboratively to find the optimal solution. We are committed to one another’s success.
Ethics and integrity are ingrained in our professional and personal behavior. Everything we do is grounded in an absolute devotion to the highest ethical standards. We pride ourselves on always doing what is right.
We believe in not simply giving back, but in actively participating and contributing to the success of our local communities. The same values that motivate many of our clients after a sale – to create a lasting legacy via philanthropy, volunteerism, or mentoring – run through the core of our firm.
We encourage each of our team members to be a positive force in their communities. All members of the CMG are encouraged to take on leadership roles, following their passions, to give back to our personal and professional communities.
Below are a few of the professional organizations where CMG members have been leaders.
For more than three decades, Carter Morse & Goodrich has excelled at maximizing shareholder value for our clients and leading transactions through to successful completion.
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