Videos - Carter Morse & Goodrich

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Changing Diversity in the Lower Middle Market: Terence Hannafin at Axial Manufacturing Roundtable

Terence Hannafin, seasoned M&A advisor to founder-led and family-held middle market companies in consumer, manufacturing and business services, discussing “Changing Diversity in the Lower Middle Market” at the Axial Manufacturing Roundtable. Carter Morse & Goodrich is a boutique M&A advisory firm that helps founder-led and family-held middle market companies plan, prepare, execute, and close transactions […]

More Focus on the End Market – Axial Roundtable

Terence Hannafin, seasoned M&A advisor to founder-led and family-held middle market companies in consumer, manufacturing and business services, discussing “More Focus on the End Market” at the Axial Manufacturing Roundtable. Carter Morse & Goodrich is a boutique M&A advisory firm that helps founder-led and family-held middle market companies plan, prepare, execute, and close transactions that […]

Liquidity & Growth Capital Options for Family Businesses: M&A Expertise for Founders & Families

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. 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 […]

What Has Changed in the Family Advisory Business?: M&A Expertise for Founders & Families

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. 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 […]

What are the options if a portion of the family wants to sell? M&A Expertise for Founders & Families

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. 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 […]

Family-Owned Business Approach to Automation: Terence Hannafin at the Axial Manufacturing Roundtable

Terence Hannafin, seasoned M&A advisor to founder-led and family-held middle market companies in consumer, manufacturing and business services, discussing “Family-Owned Business Approach to Automation” at the Axial Manufacturing Roundtable. Carter Morse & Goodrich is a boutique M&A advisory firm that helps founder-led and family-held middle market companies plan, prepare, execute, and close transactions that maximize […]

Family Business Playbook: Merging Generations – M&A Expertise for Founders & Families

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. 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 […]

State of the M&A Markets – Mergers and Acquisitions 2023 [Part 2]

Curious about the state of the M&A markets? Look no further! Join us for an insightful video featuring Ramsey Goodrich, the managing partner at Carter, Morse & Goodrich, as he provides a comprehensive review of the current state of the M&A (Mergers and Acquisitions) markets. Don’t forget to hit the like button and subscribe for […]

What Drives Valuation? Maximize the Value of Your Family Business – Mergers & Acquisitions [Part 3]

In this exclusive video, Ramsey Goodrich, managing partner of Carter Morse & Goodrich, takes you on a deep dive into “What Drives Valuation.” If you’re a family business owner looking to maximize the value of your enterprise through mergers and acquisitions, this is a must-watch! ‍ Hit that like button and subscribe for more financial […]

Navigating The Sale of Your Business: Insights and Advice

In this candid conversation, a former Career TEAM business owner, Chris Kuselias, shares valuable insights and advice on selling a business beyond just dollars and cents. Discover the emotional side of the process, how to prepare for life after selling, and why selecting the right partners, like Carter Morse & Goodrich (CMG), can make all […]

Carter Morse & Goodrich Boutique M&A Advisory Firm

Carter Morse & Goodrich boutique M&A advisory firm that helps founder-led and family-held middle market companies plan, prepare, execute, and close transactions that maximize shareholder value. Our expertise is representing sellers of businesses valued between $25 million and $250 million, many of whom are pursuing their once-in-a-lifetime transactions. We fully understand and appreciate the unique […]

Before the Sale: Essential Steps to Prepare for an M&A Transaction

Client Introduction My name is Jeff. I’m the former owner and current partial owner of Resident Essentials. I purchased the company from my stepfather about 10 years ago. At that time, the goal was to grow the company and then ultimately have an exit. There have been a lot of ups and downs over the […]

Selling Your Family-Owned Business – During the Process

Mike Koster, the CEO of Williams Distributing Company, a family-owned wholesale distributor, shares his experience with considering selling the business. Initially, they had not planned to sell, but after a suggestion from their board of advisors and meeting with Carter, Morse & Goodrich M&A advisors, they decided it might be a smart move. Williams Distributing […]

Sell Side M&A – Before The Sale: Essential Steps to Prepare for an M&A Transaction

In this video, we sit down with Jeff Garber, CEO of Resident Essentials, to discuss the essential steps companies should take when preparing for an M&A transaction. Jeff shares his insights and experiences, highlighting key factors such as his motivation for selling his business, why he chose to hire an investment banker and what the […]

Preparing For The Sale of Your Business – Don’t Go It Alone

Bill Neubauer, the CEO of The Nudyne Group, shares that his third generation company specializing in water heating, hot water storage tanks, and process heating markets. Despite the perceived challenges, Bill considers their family business mindset a core strength. With around 200 employees, the company’s uniqueness lies in the decentralized nature of their operations of […]

Transitioning Management to the Next Generation: M&A Advisors for Founders & Families

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. 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 […]

How to Prepare for The Sale of Your Business – Mergers & Acquisitions Case Study [Part 4]

Thinking about selling your business? Don’t miss this! In this must-watch video, Ramsey Goodrich, managing partner of Carter Morse & Goodrich, shares a treasure trove of wisdom on how to prepare for the sale of your business. As the saying goes, “You sell your business once, do it right the first time!” Ramsey dives deep […]

Why I Hired an Investment Banker to Sell My Business

Join Chris Kuselias, former CEO and founder of Career Team, as he shares his story of selling his business, Career Edge, with the assistance of Carter Morse & Goodrich (CMG). Discover the motivations behind the sale, the importance of having the right advisory team, and the decision to hire an investment banker. Chris discusses why […]

Maximize Value with an M&A Advisor at Carter, Morse, & Goodrich

Mike Koster, the CEO of Williams Distributing Company, a family-owned wholesale distributor, shares his experience with considering selling his business with the help of Carter, Morse & Goodrich. The process of selling a business was challenging but well-managed by CMG M&A advisors. They emphasized the need for detailed work and face-to-face meetings with potential buyers. […]

Sell Side M&A – During The Sale: Navigating the M&A Deal – Key Strategies for Success

In this video, we sit down with Jeff Garber, CEO of Resident Essentials, to discuss the essential steps of navigating an M&A transaction. Jeff shares his insights and experiences, including how he prepared his company for the sales process, how long the sales process took, how he brought in key team members into the business […]

Navigating The Sale of Your Business – Expect The Unexpected

In this video, Bill Newbauer, CEO of The Nudyne Group, shares his experience working with CMG during a business transaction. When Bill received an unsolicited offer, he realized his organization wasn’t fully prepared for the process. CMG played a crucial role in helping him get his house in order and uncover hidden value they didn’t […]

Selling Your Business – 2024 Deal Planning: Start Now! Expert Insights for Family-Held Companies

Thinking about a deal in 2024? The time to start is now! The presentation, specially designed for family held companies, will be given by Ramsey Goodrich, Managing Partner of Carter, Morse & Goodrich, a leading boutique investment bank that specializes in advising family-held companies worth between $25 million and $250 million.

Selling Your Business with CMG M&A Firm – A Seller’s Perspective During The Sale Process

Join us for an insightful discussion on selling your business, featuring a firsthand account of the process from Chris Kuselias , former Career TEAM owner. Learn about the emotional journey, and the importance of preparing your team and family for the transition. Discover how Carter Morse & Goodrich (CMG) provided invaluable guidance and support throughout […]

Reflecting on the M&A Process – Bring in the Experts ASAP

Bill Newbauer, from The Nudyne Group, reflects on the importance of having an investment banker and advisor like Carter, Morse & Goodrich when considering selling a business. Bill suggests developing a relationship with trusted M&A advisors even before actively engaging in selling. Bill shares their experience of using Carter, Morse & Goodrich, which helped them […]

Sell Side M&A – After The Sale: Reflecting on the M&A Transaction Process

In this video, we sit down with Jeff Garber, CEO of Resident Essentials, to discuss life after the M&A transaction. Jeff shares his insights and experiences, including what his criteria was for choosing his ultimate partner (other than purchase price), recommendations he would give to someone considering selling their business and more. Whether you’re a […]

Reflecting on the Sale of Your Business With The Help of Experienced M&A Advisors

Mike Koster, the CEO of Williams Distributing Company, a family-owned wholesale distributor, shares his experience with considering selling his business with the help of Carter, Morse & Goodrich. In this testimonial, Mike emphasizes the importance of considering various factors beyond the purchase price when selling a business, such as the buyer’s culture, treatment of employees, […]