Happy Holidays From Carter Morse & Goodrich

carter morse and goodrich sign outside

December 4, 2023

All of us here at CMG would like to wish you and your family a healthy and happy holiday season. We are truly grateful for the trust and confidence that you and others have placed in our team and appreciate our strong relationships with clients and friends of the firm.

Giving back to our communities through both active engagement and financial support has been a core tenant throughout CMG’s history. To formalize this tradition, in 2021 we established the CMG Foundation whose mission is to support charitable organizations that promote entrepreneurship, innovation, and professional development to help individuals attain economic independence and entrepreneurial success by unlocking the full potential of each person and encourage self-improvement. Every year, we give a percentage of our profit to the CMG Foundation to further its mission, expand its impact and hopefully improve the lives of others. 

In addition to our existing beneficiaries, this year, the CMG Foundation is pleased to expand its support to include Connect-Us, whose mission is to improve the quality of outcomes for young people living in communities of concentrated poverty by complementing formal education with afterschool growth opportunities for young people living in Bridgeport, Connecticut. One program in particular, Connect-Us Academy, is designed for young people who want to cultivate skills and learn to work in a professional business setting. The program prepares young people to enter the workforce, pursue educational opportunities, and face challenges in new ways. 

The CMG Foundation continues to support the charities below that reflect our mission. It takes great dedication and effort to accomplish each mission and we are truly grateful for their contributions.

As we complete our 36th year in business, we look ahead to the New Year with a strong sense of passion, commitment and optimism and wish you a prosperous 2024.

About Carter Morse & Goodrich
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Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 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.
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CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

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The Tide Mill Building | 99 Harbor Road
Southport, CT 06890

203-349-8371 | INFO@cartermorse.com

Securities are offered through Carter Capital Corporation, member FINRA and SIPC.

This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMG cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

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