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.
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.
Selected Client Successes
“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.”
"We could not have done this without the CMG team. They already knew our business well and helped us find and close this perfect debt solution incredibly quickly. We now have the financial structure and flexibility to operate and grow our business for years to come."
“Carter Morse took time to learn our business and truly understand our objectives…We could not have worked with a better partner to find an ideal investor.” As a platform investment for Trivest, Bob and Marc are invested alongside a world-class private equity group and will continue in their current roles as AGA to help drive continued organic and acquisitive growth.
"Choosing the right partner to take our company to new heights was a significant business and family decision. The Watson leadership team will remain with the Glanbia Nutritionals organization, ensuring a seamless experience for Watson employees, customers, and business partners.
"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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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.