Senior Advisor Spotlight: Tim Shanley

At CMG, our Senior Advisors play a vital role in our engagements with founder-led and family-held businesses pursuing their ‘once in a lifetime’ transaction. The leadership skills, operational experience and...
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CMG Year in Review 2025

CMG enjoyed another successful year in 2025, celebrating many successful outcomes for our clients, several new additions to our team and our continued growth. We look forward to 2026 with even...
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Carter Morse & Goodrich Renews Sponsorship of Tri-State XPX

We’re proud to share that Carter Morse & Goodrich has renewed its sponsorship of the Tri-State Exit Planning Exchange (XPX) chapter for the 2025–2026 program year. XPX is a trusted...
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Carter Morse & Goodrich Serves as Exclusive M&A Advisor to National Integrated Industries

Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to National Integrated Industries, Inc. (“NII” or the “Company”) in its sale to...
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Carter Morse & Goodrich Continues Team Growth with the Addition of Zack Chudry

Carter Morse & Goodrich is pleased to announce that Zack Chudry has joined the firm as an Associate. In this role, Zack will focus on transaction execution and support CMG’s...
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Senior Advisor Spotlight: Nicole Russo

At CMG, our Senior Advisors play a pivotal role in elevating the guidance we provide to founder- and family-led businesses. Their real-world experience, industry depth, and strategic insight help us...
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Carter Morse & Goodrich Welcomes Back Jon Michaels as Vice President

Carter Morse & Goodrich is pleased to announce that Jon Michaels has rejoined the firm as a Vice President. In this role, Jon will lead M&A engagements and support CMG’s...
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CMG’s Michael Carter Shares Valuation Insights with Connecticut Bar Association

CMG’s Michael Carter spoke at the Connecticut Bar Association’s Business Law Section meeting on advising lawyers regarding business valuation. He provided attendees with a “Seat of the Pants” valuation methodology,...
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M&A East 2025: What’s Fueling Confidence in 2026 Deal Activity

CMG’s Terence Hannafin and Geoff Bradley spent two solid days at M&A East speaking with private equity investors, lenders, and fellow dealmakers from across the lower middle market. One thing...
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