CMG Overview

CMG Overview

Purpose and Passion

M&A Expertise for Families and Founders

We emphasize integrity and straight talk in every aspect of our business, earning the trust of our clients, professionals, and buyers with whom we work. CMG has earned a reputation over more than 30+ years as highly driven and ethical investment bankers that can help families and founders achieve success in a successful transaction. We are driven by the goal to professionally manage into completion a transaction that achieves personal and financial success for founders and families.

CMG’s extensive network provides access to strategic and institutional investors and capital across the globe. We are a charter member of the Alliance of International Corporate Advisors, an international network of more than 30 investment banking firms around the world.

We measure the success of our process by the outcomes it produces. Whether you need transaction advisory (M&A), capital raising or financial advisory services, Carter Morse & Goodrich is your trusted solution.

Our Culture


Leveraging 30+ years of experience, we are able to repeatedly achieve optimal results for founders and families by providing a proven, high-touch approach throughout the entire process. Two Managing Directors, assisted by 1-2 associates, are on each and every assignment. 


We build trust with straight talk and honest communication. Our down to earth, approachable demeanor allows us to build a relationship with each and every client we take on. We are real people who are passionate about helping founders and families optimize the value of their company in a successful transaction.

Work Ethic:

With 300+ successfully completed transactions, we have repeatedly demonstrated the expertise needed to achieve success for our clients. We will gladly roll up our sleeves and do whatever it takes to help our clients achieve the success they deserve. 


We are a relationships-driven firm. We believe in making friends, not contacts. Putting the client’s needs first is a cornerstone of our approach, as we will always do what is right - not what is easiest.  


Our reputation is our most valuable asset. We have earned a reputation over more than 30 years as a highly competent and ethical team that helps families and founders achieve maximum value in a transaction. We deliver results with integrity.

Be Interested and Interesting:

We are lifelong learners. We challenge ourselves to continually seek growth and ways to improve our abilities to help founders and families. We hire people who have insatiable curiosity and a perpetual initiative to better themselves both personally and professionally. 

Giving Back

Carter Morse & Goodrich was founded with the philosophy of building long-term deep relationships, both professionally and personally.

We believe in not simply giving back, but in actively participating and contributing to the success of our local communities. The same values that motivate many of our clients after a sale – to create a lasting legacy via philanthropy, volunteerism, or mentoring – run through the core of our firm.

We encourage each of our team members to be a positive force in their communities. Our team has been active in local education programs, youth sports programs, hospitals and clinics, local government, and business associations.

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For more than three decades, Carter Morse & Goodrich has excelled at maximizing shareholder value for our clients and leading transactions through to successful completion.

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