At Carter Morse & Goodrich, we are launching a new quarterly update to share our perspective on the state of the M&A market, what we are seeing within our firm, and what it means for families and founders considering a once-in-a-lifetime transaction. A Strong but Uneven M&A Market The first quarter of 2026 continues a...Read More
Great day at the 2026 Exit Planning Exchange (XPX) Tri‑State Summit in NYC – a sold‑out event with ~125 attendees and, as always, a terrific room filled with local advisors. Carter Morse & Goodrich was proud to be part of the program. CMG Partner Terence Hannafin delivered the opening remarks to kick off the day...Read More
Natural Products Expo West 2026 highlighted several trends shaping the future of the food and beverage sector, from the continued rise of functional hydration to growing demand for protein-forward snacks and increased innovation in private label products. In his latest update, Ross Colbert, Managing Director and Head of Food & Beverage Investment Banking at Carter...Read More
Selling a business is often a “once in a lifetime” event. In this conversation with The M&A Advisors’ M&A TV, CMG Managing Partner Ramsey Goodrich shares perspectives on how founder-led businesses should think about preparation, positioning, and timing in today’s M&A market. Ramsey also discusses the coming “tsunami” of business transitions as a generation of...Read More
The 2026 AHR Expo was held February 2–4 in Las Vegas, drawing more than 53,000 HVAC professionals to the Las Vegas Convention Center. Our primary takeaway? Wear comfortable shoes – we logged over 15,000 steps per day navigating three expansive exhibit halls. Beyond footwear strategy, a few notable industry observations worth highlighting: 2026 HVAC Outlook...Read More
The Year of The Horse is here! Middle market dealmakers had little to celebrate in Q4 ’25 as macroeconomic uncertainty continued to dampen M&A activity. The Year of The Horse has arrived, bringing renewed optimism for economic growth and increasing consumer confidence. U.S. consumer sentiment weakened in the Dec-Jan period as concerns about higher foods...Read More
The last quarter of 2025 for M&A for manufacturing and industrial businesses continues to build momentum. As one business owner said, “the dust is starting to settle, but there is still a lot up in the air.” Overall, tariffs continue to dampen the M&A activity but there seems to be marginally more clarity going forward. ...Read More
As we move through the first quarter of 2026, M&A activity across the HVAC industry reflects a market that is stabilizing, though still highly segmented. Manufacturing, distribution, and services are each navigating distinct operating environments, with business owners weighing near-term uncertainty against longer-term structural tailwinds. Click here to download report If you have any questions...Read More
In Q4 2025, the consumer sector operated in a mixed environment, marked by resilient demand in essential and lifestyle-driven categories alongside ongoing margin and cost pressures. Performance varied across subsectors, with strength concentrated in businesses benefiting from non-discretionary demand, premium pricing and positioning, and continued e-commerce adoption. Elevated input and logistics costs persisted, prompting a...Read More
We are pleased to introduce the latest edition of our Specialized Services Quarterly Update, featuring a comprehensive look at current conditions across the sector. This report includes a Specialized Services market overview, a focused spotlight on Industrial Services, and investor perspectives on navigating a changing market environment. In addition, we highlight recent Specialized Services M&A...Read More
