Carter Morse & Goodrich (“CMG”) is proud to announce that 2019 was another record breaking year for the firm. We would like to thank all of our clients, referral sources and friends of the firm who contributed to a fantastic year.
As we embark on our 33rd year, we remain enthusiastic about the prospects for our clients, who continue to realize strong valuations and attractive deal terms in this strong M&A market. With our expanding team, we are prepared to deliver exceptional service to our clients and are excited about starting 2020 with a robust pipeline.
By the Numbers:
Total Client Value – $1+ Billion
Total Engagements – 21
Family Held Clients – 11
Founder Led Clients – 6
Selected Completed Engagements:
Selected Ongoing Engagements:
- Divestiture of an operating division of a private equity backed portfolio company in specialized food co-manufacturing (reviewing offers)
- Sale of a founder led specialty lighting products distributor (reviewing offers)
- Sale of a family held specialty industrial manufacturing company with $30 million in revenue, $6.5 million in EBITDA (preparing for market)
- Strategic sale of founder-led specialty office furniture company with $60 million in revenue and $6m in EBITDA (Preparing for market)
- Sale of a manufacturer and refurnisher of large rugged electric motors for specialty applications with $70 million in revenue and $12.5 million in EBITDA (Preparing for market)
- Sale of family owned gasoline and convenience stores with $250 million in revenue and $10 million in EBITDA (Preparing for market)
Even More Numbers:
New Employees – 3
Promotions – 2
Speaking Events – 17
Industry Awards – 3
Employee Highlights:
New Team Members
Promotions – Associates
Awards and Accolades:
Thought Leadership Speaking Engagements:
