Areas of Expertise

Carter Morse & Goodrich provides strategic guidance and transaction expertise to exceptional family- and founder-led businesses across a range of sectors. While our clients span many industries, we have developed deep experience in several core areas where we consistently deliver outstanding outcomes. Our focus areas—Manufacturing & Industrial, HVAC, Consumer, and Specialized Services—reflect both the strength of our relationships and the breadth of our transaction experience. In each of these sectors, we bring a thoughtful, senior-led approach designed to help owners achieve their goals, preserve their legacy, and position their businesses for long-term success.

Manufacturing

Manufacturing & Industrials

  • Metal Fabrication
  • Aerospace / Defense
  • Niche Manufacturing
Consumer products

Branded Consumer Products

  • Household Products
  • Food & Beverage
  • eCommerce & Catalogs
Specialty services

Specialty
Services

  • Facility Services
  • Education & Training
  • B2B Services
HVAC
  • Equipment
  • Distribution & Logistics
  • Trade Services

Testimonials

“At first, I was skeptical about hiring an investment banker for our sale, since strategic parties had already approached me about a transaction. But after meeting the Carter Morse team and witnessing their M&A expertise, knowledge of the HVAC space, and direct connections to buyers interested in Arista, I knew they were the right partner for us. From that point on, they proved I had made the right choice. They supported us at each turn and truly cared about every detail of my family’s business, doing whatever it took to make this a successful transaction for us. I can’t recommend them highly enough.”

Scott Berger

President, Arista Air Conditioning

“The last 102 years of our history have been a part of my family, encompassing three generations,” said Thomas Whalen. “We are thrilled that the Ali Group will carry on our strong family values and traditions with integrity, and I am confident the Montague legacy will continue as the premier cooking and refrigeration equipment company, with its commitment to consistently develop, produce, and market the finest quality commercial cooking and refrigeration equipment available in the industry.”

Thomas Whalen

CEO and President, The Montague Company

“Carter Morse & Goodrich tailored their process to meet our specialized needs and successfully guided us through every aspect of the deal from start to finish. It was their ‘outside the industry box’ thinking and prospecting that provided us with numerous attractive options from which to choose.”

Neal Rosenthal & Kerry Madigan

Co-Founders, Rosenthal Wine Merchants / The Mad Rose Group

“We were careful in selecting a partner that aligned with our culture, values and vision for the future,” said Kirk Kaiser, Co-Owner of Barrier. “By conducting a disciplined process, CMG was able to generate considerable interest in Barrier allowing us to evaluate several options and ultimately helped us strike this new partnership with LMI & VSS.”

Kirk Kaiser, Jaye Sieland, Michael Haverty

Co-Owners, Barrier Companies

“Choosing the right partner to take our company to new heights was a significant business and family decision. The Watson leadership team will remain with the Glanbia Nutritionals organization, ensuring a seamless experience for Watson employees, customers, and business partners.

James Watson

President, Watson Inc.

“We began working with CMG 12 years prior to our exit. Over that time they worked tirelessly to guide us in building a large and valuable company. They advised management on a variety of strategic initiatives over our history, and their deep understanding of the food service equipment industry has proved invaluable.”

Jack Bridwell

President & CEO, Dinex International

“This transaction is a terrific outcome for all our stakeholders,” noted Fred Rockefeller, Cranston’s Chairman. Vertellus’ investment in Bercen will enhance the prospects for continued expansion at this strategic Louisiana site while also serving to secure the pension and ESOP benefits for all the company’s current and former employee-owners.

Fred Rockefeller

Chairman, Cranston Printworks

“Michael Carter and the team at CMM understood our business and objectives and provided us valuable advice throughout this process. Going forward, we look forward to working with CI Capital to further expand SavATree’s business throughout the United States, while providing the same high level of service our customers expect.”

Daniel van Starrenburg

CEO, SavATree

“We could not have done this without the CMG team. They already knew our business well and helped us find and close this perfect debt solution incredibly quickly. We now have the financial structure and flexibility to operate and grow our business for years to come.”

Christopher Smith

President & CEO, H.J. Baker & Bro. LLC

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