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.
• Whatever / Whenever / Wherever
• Never ever gives up
• Accountable and reliable
• Takes the initiative
• Dives deeper to understand motivations
• Listens critically – two ears, one mouth
• Makes “ah-ha” discoveries
• Always growing / learning
• Consummate professional
• Checks ego at the door
• Thoughtful unbiased advice
• Challenges the ‘given’ or ‘norms’
• Foundation of trust
• Generous / gives first
• Authentic / genuine
• High social emotional intelligence
• Proactively collaborates
• Looks out for what’s best for CMG & Client
• Shares the credit
• Asks and gives feedback openly
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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