Maximizing Value, Creating Legacies

For owners of privately held middle market businesses, the sale of their company is often the culmination of a lifetime of hard work.

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

We are trusted, straightforward advisors with deep experience and resources that can level the playing field for our clients against professional investors or strategic buyer.  Our senior professionals serve as an extension of each client’s advisory team – including legal counsel, accounting and tax professionals, and other transaction experts and trusted advisorsFurthermore, by proactively managing each transaction process, CMG allows the management team to continue to remain focused on their day-to-day performance and ensure a smooth transition with a new owner.   

Other Services

Pre-Transaction Advisory

  • Strategic Options Review
  • Market Valuation Analysis
  • Transaction Preparation
  • Maximizing Shareholder Value

Capital Raising

  • Equity, Mezzanine, and Senior Debt
  • Recapitalizations 
  • Growth Capital
  • Institutional Investors

Buy-side Services

  • Negotiation Strategy
  • Valuation and Structure
  • Acquisition Advisory
  • Acquisition Financing

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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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