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 transaction execution and business development initiatives, working closely with founders, families, and management teams.
“We are thrilled to welcome Jon back to CMG,” said Ramsey Goodrich, Partner at Carter Morse & Goodrich. “Jon began his investment banking career with our firm, and over the past several years has continued to sharpen his skills at other high-quality institutions. His return speaks to both his growth as an advisor and his alignment with CMG’s culture, values, and commitment to delivering outstanding outcomes for founder- and family-owned businesses.”
“I’m excited to be back at CMG,” said Jon. “The firm has always stood out for its client-first culture and deep alignment with founder-led and family-owned businesses. Returning feels like coming home, and I’m energized to help our clients as they navigate critical inflection points within their businesses and families.”
Over the course of his career, Jon has advised on M&A transactions totaling more than $1.5 billion in realized enterprise value. Prior to rejoining CMG, he served as a Vice President at Bigelow LLC, a boutique M&A firm advising similar clients, and was previously a Vice President in Houlihan Lokey’s Industrials M&A group. Jon also spent time at CMG earlier in his career following his role at Great Rock Capital, where he underwrote and managed credit facilities for privately held companies. He began his career at GE Aviation in the Financial Management Program (FMP).
Jon is an active member of the Association for Corporate Growth (ACG) and regularly speaks with business owners about strategies to create and capture enterprise value in advance of an M&A transaction. He holds a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Statistics from the University of Vermont. Jon currently resides in Fairfield, CT with his wife, son and dog.