| Investment Banking

2019 Selected Completed Engagements tombstones

February 1, 2020

‍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.

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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:

*Watson Foods wins International Deal of the Year*

*Ramsey Goodrich awarded Lifetime Achievement Award*

*AG Adjustments named Finalist for Deal of the Year Award*

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Thought Leadership Speaking Engagements:

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About Carter Morse & Goodrich
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Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 years, the combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of business owners.
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CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

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CMG 2019 Year in Review