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 understand how to structure their business to be more attractive to potential buyers. CMG guided them to consolidate their financials and provided valuable advice during negotiations.

Although the deal was not finalized, Bill believes their business is now stronger and better positioned for future opportunities thanks to CMG's assistance. They praise CMG's commitment to their core values and express gratitude for their support throughout the process.

CMG has developed a fully integrated process that helps our clients evaluate all of their options when considering a business transition. CMG fully understands and appreciates the unique dynamics of these companies and the importance of their legacies.

Looking For Sell-Side M&A Advisory Services? Our CMG team is ready to help.

More videos >

About Carter Morse & Goodrich

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.

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