Carter Morse & Goodrich is excited to welcome Kyle Crowley to the firm as an Associate. Kyle will play an important role on CMG’s transaction team, helping founders, families and management teams navigate the complex financial and strategic decisions involved in achieving a successful transaction. Kyle joins CMG following seven years at PricewaterhouseCoopers (“PwC”), where...Read More
Carter Morse & Goodrich is thrilled to welcome Arden Cohen to the CMG family as an Associate. In this role, Arden will be actively leading our deal execution activities and assisting with new client development initiatives. Arden will continue to work closely with founders, families and management teams as they navigate their once-in-a-lifetime transactions. Prior to...Read More
As the summer draws to a close, we want to thank Carter Goodrich for his great work at CMG over the past few months. Carter was able to contribute across nearly all aspects of the business, from developing pitches for new prospects to assisting with active mandates and even helping refine and improve our marketing...Read More
At Carter Morse & Goodrich, supporting Connecticut’s innovation economy is part of who we are, which is why we’re proud that our founder and Managing Partner, Michael Carter, became the Organizer and licensee of TEDx Innovation Drive. This is an invitation-only event bringing together several hundred of Connecticut’s most innovative leaders to hear six world-class...Read More
Transaction Summary: Seller: Lohmiller & Company Buyer: SRS Distribution, a subsidiary of The Home Depot Industry: HVAC Distribution Advisor: Carter Morse & Goodrich, exclusive financial advisor Legal Advisor: Dechert LLP Quality of Earnings: Grant Thornton Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Lohmiller &...Read More
Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Tremblay’s Bus Company, LLC (“Tremblay’s” or the “Company”) on its sale to Student Transportation of America (“STA”). The transaction closed on June 30, 2026. Terms of the transaction were not disclosed. Founded in 1967 by Leo and...Read More
Click here to download report What are buyers prioritizing in the Specialized Services sector? Our Q2 2026 Specialized Services Quarterly Update is now live, highlighting steady deal activity, elevated buyer appetite and the qualities driving competitive M&A processes across the sector. While buyers remain active and pricing has held within specific value bands, they have...Read More
SOUTHPORT, CT — Carter Morse & Goodrich (CMG) is pleased to announce the promotion of Jon Michaels from Vice President to Director, effective July 1, 2026. “At CMG, we take pride in developing and recognizing individuals who exemplify our core values and deliver exceptional results for our clients,” said Ramsey Goodrich, Managing Partner. “Jon’s hard...Read More
Carter Morse & Goodrich is pleased to spotlight Senior Advisor William E. Newbauer III, an accomplished executive with more than three decades of leadership experience in manufacturing, HVAC, distribution, and building products. Bill currently serves as CEO of The Nudyne Group, a third-generation company of strategically aligned manufacturing businesses serving the HVAC market across five...Read More
SOUTHPORT, CT — Carter Morse & Goodrich (CMG) is pleased to announce the promotion of Geoff Bradley from Vice President to Director, effective July 1, 2026. “At CMG, we take pride in developing and recognizing individuals who exemplify our core values and deliver exceptional results for our clients,” said Ramsey Goodrich, Managing Partner. “Geoff’s hard...Read More
