Click here to download report Is the HVAC M&A market finally turning a corner? Our Q1 2026 HVAC Sector Quarterly Update is now live, and one theme stands out: the market is starting to move forward again. While uncertainty hasn’t fully disappeared, decision-making is back. Buyers are engaging, processes are progressing, and capital remains available...Read More
Click here to download report Market uncertainty is rising, but so is opportunity for prepared sellers. Our Q1 2026 Manufacturing Sector Quarterly Update is now live, addressing the key question many family-owned and middle market manufacturers are asking in today’s uncertain environment. With ongoing geopolitical tensions, energy and commodity price concerns, and broader market volatility,...Read More
Click here to download report What’s shaping the Food & Beverage sector in today’s market? Our Q1 2026 Food & Beverage Sector Quarterly Update is now live, highlighting a more cautious operating environment, with persistent inflation, elevated interest rates, and shifting consumer sentiment influencing both strategy and deal activity. In this quarter’s report, we cover:...Read More
Click here to download report What’s driving the Specialized Services sector right now? Our Q1 2026 Specialized Services Quarterly Update is now live! It highlights strong M&A momentum, evolving buyer behavior, and continued activity across business services. In this quarter’s report, you’ll find: • A Specialized Services market overview and key trends shaping deal activity...Read More
Carter Morse & Goodrich’s Managing Partner Ramsey Goodrich will be a featured speaker for, “The Next Chapter of Dealmaking,” at the annual DealMAX conference. Hosted by the Association for Corporate Growth (ACG) at the Aria in Las Vegas, DealMax is the largest M&A conference in the US attracting more than 3,000 investment bankers, private equity...Read More
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 deliver thoughtful, informed advice throughout every stage of a transaction. Today, we’re excited to spotlight Kris Kolstad, a seasoned aerospace and defense, advanced manufacturing and...Read More
Republished from Hartford Business Journal by Harriet Jones Family-owned businesses are a huge part of the U.S. economy, by some measures representing between $10 trillion and $14 trillion in economic activity. But a lot of data also suggests this mainstay of the economy is in the midst of a step change as an increasing number...Read More
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 industry insights of our Senior Advisors help CMG deliver thoughtful, practical advice in every stage of a transaction from planning and preparation all the way...Read More
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 more enthusiasm and excitement. Read More
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 network of advisors dedicated to supporting privately held businesses through thoughtful, strategic exit planning. Their chapters foster strong, collaborative local business ecosystems where professionals work...Read More
