Managing Director - Manufacturing

Carter Morse & Goodrich is seeking to expand its investment banking team with the addition of senior-level professionals with incremental Directors or Managing Directors.

Given our focus on sell-side M&A advisory services that deliver “once-in-a-lifetime” outcomes for family-held and founder-led businesses, we are seeking a truly unique person that can balance the technical skills of Wall Street investment banking with the high-touch, client-centric service mentality needed to manage the personal relationships we develop with each of our clients.

As is always the case, the most important attribute of a successful candidate is a strong cultural fit with the team. We are seeking those with the following core personal and professional characteristics:

Candidate Qualifications:

‍We are looking for proven professionals that support our Core Focus and Core Values and can complement our team:

• Has a focus in industries that complement our existing experience. 
  • CMG is particularly focused on finding the right executive focused on either
    • Manufacturing (especially aerospace & defense and niche metal processing and niche manufacturing) and/or
    • Specialty services (such as facility services, landscaping, fire and life safety, etc.)
    • Those focused on consumer goods (especially, HBA, cosmetics and food and beverage), and HVAC businesses (equipment, distribution, services) would also be considered.
  • Despite their attractiveness, we are less interested in ‘new economy’ industries such as healthcare, software, technology, FinTech, etc.
• Has demonstrated success in mid-market M&A with 15+ years of hands-on transaction experience leading transactions
• Brings a proven track record of generating new sell-side middle-market mandates by leveraging personal and professional relationships (not just company brand recognition)
• Is located in the North East (Boston, New England or Long Island) that can bring complimentary relationships with other professional transaction advisors (lawyers, accountants, wealth managers, etc.).  Must be willing to be in the CMG Southport, CT office from time to time.

‍Role Responsibilities:

• ‍Coordinating and working with other senior bankers and junior professionals through all facets of an M&A transaction
• Managing a deal team from pitch to closing and drive the execution process to maximize results (both financial and personal goals of the sellers)
• Leading all client, buyer and investor interactions from pitch to closing, exhibiting our Core Values
• Leading a ‘team’ effort with other outside trusted advisors
• Must have the ability to work on multiple projects simultaneously under pressure
• Leveraging fundamental skills such as: excellent verbal and written communication skills, strong quantitative and analytical skills, exceptional problem-solving capabilities, strong organization and time management skills
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CMG’s unique culture offers an excellent career opportunity for those who value the following:

• ‍Opportunity to deliver life-changing outcomes for our clients that exceed their expectations
• Leverage CMG’s platform to grow in a collaborative yet entrepreneurial environment
• Enjoy a better work/life balance – we work hard but family comes first
• Opportunity to get involved in our local community
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Compensation and Benefits:

• CMG offers a competitive compensation and benefits package