September 2012

HARTFORD, CT - The Connecticut Chapter of the Exit Planning Exchange ("XPX"), is pleased to announce that Ramsey W. Goodrich, a Managing Director and Partner of Carter Morse & Mathias, was unanimously elected to the Board of Directors of XPX-CT.

Joseph Pucci, the President of the Connecticut Chapter of XPX, and  an advisor in the Bernstein Global Wealth Management's New York Office, commented "We are thrilled to have Ramsey join our board and bring his wealth of investment banking expertise as well as his many years of experience managing ACG through its spectacular growth."

Ramsey W. Goodrich is a Managing Director and Partner at Carter Morse & Mathias and the head of the firm’s Consumer Industries group. Mr. Goodrich specializes in advising companies on raising institutional capital, mergers, acquisitions, and divestitures and other strategic advisory initiatives. He brings more than 20 years of experience as a financial professional advising entrepreneurs, business owners and corporate executives on strategies to maximize shareholder value.   

Prior to joining Carter Morse & Mathias, Mr. Goodrich was a managing director of Spinnaker Group Capital Advisors LLC, an investment banking firm based in Darien, Connecticut. Previously, Mr. Goodrich was a vice president of E&Y Corporate Finance, an affiliate of Ernst & Young, in their North America M&A and Capital Markets group and co-founded the Financial Sponsors Coverage Group. During his career, he has also held various advisory positions at Banque Paribas and Chase Manhattan.

Mr. Goodrich is also the Chairman (2011-2012) and Past President (2005-2011) of the Connecticut Chapter of the Association for Corporate Growth (ACG), a Board advisor to the Exit Planning Exchange (XPX), a member of Connecticut Venture Group, and a former judge for the Crossroads Venture Fair.  He is also an active Board member and former Treasurer of Stepping Stones Museum for Children, and is an active volunteer with Wakeman Boys and Girls Club and the Connecticut Challenge, a charity focused on cancer survivorship.

Mr. Goodrich received his master of business administration degree from the Leonard N. Stern School of Business at New   York University and his bachelor of arts degree in economics from St. Lawrence University. He also completed MBA graduate studies in international business administration at the Institut Superieur des Affaires (ISA) at L'Ecole des Hautes Etudes Commerciales (HEC) in France. Mr. Goodrich holds his NASD Series 7, 63 and 79 securities licenses and is a Registered Representative for FINRA. 

* * *
About Carter Morse & Mathias
Located in Southport, Connecticut, Carter Morse & Mathias (CMM) is a full service investment-banking firm founded in 1987 that provides the highest quality corporate finance advisory services to outstanding entrepreneurial and middle-market companies. CMM provides a full range of investment banking services, including raising capital, sell-side advisory, buy-side advisory, valuation as well as general financial advisory services. Carter Morse & Mathias is also a charter member of AICA, an international network of M&A professionals in over 20 countries across the Americas, Europe, Asia and the Middle East. Its Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC. For more than 25 years, CMM professionals have helped hundreds of middle-market business owners to conceive, initiate, structure and close M&A and capital transactions.

About Exit Planning Exchange (XPX)
XPX was formed in 2007 with the mission of helping business owners to find qualified professionals with deep exit planning expertise; support the growth of the emerging exit planning field; enable members to share their intellectual capital with other members; develop the educational programs required for this emerging discipline; and provide members with exclusive networking, education and collaboration opportunities. Based in Boston, XPX currently has chapters in Boston, Connecticut, Philadelphia, Washington D.C. Metro, and Tampa Bay, and continues to expand. The organization’s members represent a range of professionals who serve privately-held businesses.