CMG 2019 Year in Review

February 2020

Southport, CT -

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:

$1+ Billion	21	11	6
Total Client Value	Total Engagements	Family Held Clients	Founder Led Clients

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:

3	2	17	3
New Employees	Promotions	Speaking Events	Industry Awards

Employee Highlights:

New Team Members


Chris Reenock	Francois de Visscher	Terry Hannafin

Promotions - Associates


Drew Rossi	Andrew Nemnich

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

Thought Leadership Speaking Engagements:

XPX

About Carter Morse & Goodrich:

Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that represents founder-led and family-held businesses valued between $20 million and $200 million.

CMG specializes in helping owners of leading companies in unique and niche markets plan, prepare, execute and close successful transactions that maximize shareholder value. We fully understand and appreciate the special dynamics of closely-held and family businesses and the importance of their legacies.

For more than 30 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.

We invite you talk with us and learn how we can help you. For more information, please visit us online at: www.cartermorse.com

CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

CMG 2019 Year in Review

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