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
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 Sumco, a division of Industrial Manufacturing Group (“IMG”). The acquisition will further expand IMG’s portfolio of manufacturing groups, currently consisting of Metal Processing, Recycling, and...Read More
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 business development efforts, working closely with founders, families, and management teams throughout the M&A process. “We are excited to welcome Zack to CMG,” said Terry...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 Nicole Russo, a seasoned technology, operations and finance leader with...Read More
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...Read More
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, highlighted six key value drivers attorneys should understand, and offered guidance on how to interpret and appropriately challenge an investment banker’s valuation analysis. Thank you...Read More
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 was clear: momentum is returning. Deals are moving again, confidence is improving, and 2026 is setting up to be an active year for M&A. Key...Read More
Ramsey Goodrich, Managing Partner of CMG, was interviewed by Michael Delgass and the team at Wealthspire Advisors for their “Business Owner Bootcamp” podcast focused on helping business owners plan and prepare for their ‘once in a lifetime’ transition. If you’re a business owner considering an exit or simply want to understand what it takes to...Read More
