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

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

While CMG provides a full range of investment banking services such as business sales and divestitures, equity and debt capital raises, acquisition services and pre-transaction advisory services, our primary focus is representing sellers who are pursuing their once-in-a-lifetime M&A transactions.

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.

CMG is also a charter member of AICA, an integrated global network of middle-market advisory & finance firms with 41 investment bank alliance partners in 39 countries in 68 offices totaling more than 250 professionals.
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We invite you to talk with us and learn how we can help you.

Business Owner Survey:

The Value of an Investment Banker

This White Paper surveyed business owners who sold their business between 2011-2016 for between $10 and $250 million. This is a must read for business owners thinking about a transaction and for their advisors. The results will surprise you.
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Download the white paper>>

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

Member of FINRA / SIPC

 

Featured Transactions

  • Watson for Website
  • Blind Tombstone Loos.jpg
  • CMM SavATree MA Award
  • CMM ComNet MA Award
  • CMM 30 years Logo
  • SavATree Web
  • eTouches Tombstone
  • ComNet Web Tomstone
  • Excent
  • Leggett Platt Pegasus
  • RGS Tombstone for Website
  • CEW for Website
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Press Releases

Watson Inc. acquired by Glanbia Nutritionals

March 2019

Carter Morse & Goodrich ("CMG") is pleased to announce that it served as the exclusive financial advisor to Watson Inc. ("Watson") in its sale to Glanbia Nutritionals, a subsidiary of Glanbia plc, a public company headquartered in Ireland, for $89 million.

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Carter Morse & Goodrich and de Visscher & Company Combine M&A Practices

January 8, 2019

Carter Morse & Goodrich (“CMG”) is pleased to announce that de Visscher & Company has combined its M&A, capital raising and Transaction Advisory practice with CMG’s practice. The combination adds two experienced bankers to the CMG team and will further enhance CMG’s capabilities with family-held businesses. Clients of both firms will benefit from CMG’s additional scale, deeper international relationships, collective knowledge of targeted industries and proven transaction execution success.

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CMG welcomes Drew Rossi to the team

October 2018

We are pleased to announce that Drew Rossi has joined the CMG team as an Analyst in August.

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Recent and Upcoming Events

Ramsey Goodrich to be a featured panelist at Manufacturing Association

May 9, 2019

CMG Managing Partner Ramsey Goodrich will be a featured panelist at the New Haven Manufacturing Association meeting titled "Preparing a Business for a Future Sale" on May 9th at the Quinnapiac Club in New Haven CT.  The New Haven Manufacturers Association promotes and advocates causes important to the manufacturing community in both the Greater New Haven region and beyond, educates members on business, and provides a forum for the exchange of ideas and issues.  

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CMG Awarded Deal of the Year for Manufacturing Industry

April 11, 2019

CMG was selected as Winner of the award for “Industrial Deal of the Year ($10MM To $100MM)” for the 11th Annual International M&A Awards for “Acquisition of a Manufacturing Company by International Strategic.”  CMG will accept the award at the 2019 Global Corporate Development Summit featuring the 11th Annual International M&A Awards Gala on June 5 at the New York Athletic Club in Manhattan.

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Ramsey Goodrich moderates a panel at Food & Nutrition Investing Conference

March 28, 2019

CMG Managing Partner Ramsey Goodrich moderated a panel at a Capital Roundtable conference on March 28th, 2019 in New York City titled "Profiting from Disruption and Big Food’s Divestiture Blitz - Private Equity Investing In Food & Nutrition Companies." The panel is titled “Scooping Up Carve-outs -Where to Find Corporate Divestitures -- & Win Them”. The conference featured valuable insight from more than twenty private equity investors bankers, and company managers as they discuss how “Big Food’s” activities benefit and threaten middle-market PE investors.

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