M&A Expertise for
Founders & Families

The Tide Mill Building, Built in 1712
Carter Morse & Goodrich Global Headquarters

Experience. Expertise. Results.

Leveraging 30+ years of experience, we are able to repeatedly achieve optimal results for founders and families by providing a proven, high-touch approach throughout the entire process.

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 founders and families.

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 $20 million and $200 million. We have earned a reputation over more than 30 years as a highly competent and ethical team that helps families and founders achieve maximum value in a transaction.

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

CMG By The Numbers

1987
Founded
$5Bln+
Aggregate Transaction Value
450+
CLient
engagements
1 Objective
Successful Client Outcomes

The CMG Family

The quality of our M&A services stems directly from the caliber of our team. Our senior bankers have an average of 25 years of experience as senior executives, entrepreneurs, private equity investors, commercial bankers, advisors, and investment bankers.

Featured Transactions

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 families and founders who are pursuing their once-in-a-lifetime M&A transactions.

Selected Client Successes

Thomas Whalen

-
CEO and President
,
The Montague Company

“The last 102 years of our history have been a part of my family, encompassing three generations,” said Thomas Whalen. “We are thrilled that the Ali Group will carry on our strong family values and traditions with integrity, and I am confident the Montague legacy will continue as the premier cooking and refrigeration equipment company, with its commitment to consistently develop, produce, and market the finest quality commercial cooking and refrigeration equipment available in the industry."

Neal Rosenthal & Kerry Madigan

-
Co-Founders
,
Rosenthal Wine Merchants / The Mad Rose Group

"Carter Morse & Goodrich tailored their process to meet our specialized needs and successfully guided us through every aspect of the deal from start to finish. It was their 'outside the industry box' thinking and prospecting that provided us with numerous attractive options from which to choose."

Kirk Kaiser, Jaye Sieland, Michael Haverty

-
Co-Owners
,
Barrier Companies

“We were careful in selecting a partner that aligned with our culture, values and vision for the future,” said Kirk Kaiser, Co-Owner of Barrier. “By conducting a disciplined process, CMG was able to generate considerable interest in Barrier allowing us to evaluate several options and ultimately helped us strike this new partnership with LMI & VSS.”

Daniel van Starrenburg

-
CEO
,
SavATree

"Michael Carter and the team at CMM understood our business and objectives and provided us valuable advice throughout this process. Going forward, we look forward to working with CI Capital to further expand SavATree's business throughout the United States, while providing the same high level of service our customers expect."

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team members talking to each other

Resources & News

We stay at the forefront of our industry by covering all aspects of M&A, offering industry insights, whitepapers, and more.

Read on to hear from our experts about what’s happening in our industry today.

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Business Owner Survey: The Value of an Investment Banker

This White Paper surveyed business owners who sold their business for values between $10 and $250 million. This is a must read for business owners thinking about a transaction and for their advisors.