Managing Partner Michael Carter shares key takeaways on deal timelines, valuations, and the growing role of AI in middle market M&A CHICAGO, October 2026 — Michael Carter, Managing Partner of Carter Morse & Goodrich (CMG), joined senior M&A advisors from across North and South America last week at the regional meeting of AICA, the international […]
Thank you to everyone who joined us in Newport, Rhode Island for the 2026 ACG New England Lower Middle-Market Dealmaking Conference, September 22–23 on Goat Island. Now in our 40th year of business, CMG has partnered with ACG Boston and ACG Connecticut to support the region’s most dynamic dealmaking and networking events. Last year we […]
Great day out with the CMG team building with Habitat for Humanity for our third year, proud that the CMG Foundation could support such a terrific mission. We had a lot of fun, and we’re grateful to the Habitat of Coastal Fairfield County crew for their patience with a bunch of novices (none of us […]
Last week, CMG founder Michael Carter brought TEDx Innovation Drive to life at Fairfield Theatre Company. In the room: CEOs and founders of emerging growth, mid sized, and large companies, nonprofit leaders, venture capitalists and angel investors, public officials, and university innovators. As we watched the program, we couldn’t help noticing how closely it mirrored […]
For HVAC and trades business owners, building value isn’t something that starts when you decide to sell. CMG’s Chris Reenock spends much of his time evaluating HVAC and trades service businesses and understanding what drives value – and what can hold it back. On October 1, Chris will join Sierra Coughlin of WEX Field Service […]
“SeaMG” 2026 is in the books, and Montauk in the fall never disappoints! Our team culture has always has been an integral part of CMG’s secret sauce, and getting away together for a few days of sun, fun, fishing and golf is part of how we keep building it. Always great to spend time with […]
Carter Morse & Goodrich is excited to welcome Kyle Crowley to the firm as an Associate. Kyle will play an important role on CMG’s transaction team, helping founders, families and management teams navigate the complex financial and strategic decisions involved in achieving a successful transaction. Kyle joins CMG following seven years at PricewaterhouseCoopers (“PwC”), where […]
Carter Morse & Goodrich is thrilled to welcome Arden Cohen to the CMG family as an Associate. In this role, Arden will be actively leading our deal execution activities and assisting with new client development initiatives. Arden will continue to work closely with founders, families and management teams as they navigate their once-in-a-lifetime transactions. Prior to […]
Is M&A part of your company’s growth strategy? Join Carter Morse & Goodrich’s Ramsey Goodrich on Tuesday, September 15, for ManufactureCT’s upcoming webinar, “Accelerating Growth Through M&A.” Alongside Jeff Rossi of CBIZ and Jeff White of Robinson+Cole, Ramsey will explore the practical, legal, and financial considerations involved in buying, selling, and growing through acquisition. The […]
We’re pleased to share that Michael Carter, Founder and Managing Partner of Carter Morse & Goodrich, will be a keynote speaker at Forum @ 535 on September 10. This invitation-only gathering brings together founders, CEOs and business owners leading companies generating $5M+ in annual revenue. Michael will participate in the panel discussion, Structuring a Company […]