Happy Holidays From Carter Morse & Goodrich

carter morse and goodrich sign outside

December 13, 2022

All of us here at CMG would like to wish you and your family a healthy and happy holiday season. We are truly grateful for the trust and confidence that you and others have placed in CMG, and appreciate our strong business relationships with clients and friends of the firm.
 
Throughout CMG’s history we have made donations to local charities during the holiday season. To formalize this tradition, in 2021 we established the CMG Foundation whose mission is to support charitable organizations that promote entrepreneurship, innovation, and professional development. These charitable organizations help individuals attain economic independence by advancing educational achievement and entrepreneurial success through unlocking the full potential of each person and encourage self-improvement.
 
In appreciation and gratitude of our U.S. Armed Forces for their service and sacrifice, the CMG Foundation is pleased to expand its support to include The D’Aniello Institute for Veterans and Military Families (IVMF). Over the last ten years, more than 180,000 transitioning veterans have attended career development, credentialing, and business ownership programs as a bridge from military to civilian life. One of its programs is IVMF’s Entrepreneurship Bootcamp for Veterans (EBV). Proving the impact of the EBV, 79% of graduates have started businesses and 92% of those businesses are still in operation today. 
 
The CMG Foundation continues to support the charities below that reflect our mission. It takes great dedication and effort to accomplish each mission and we are truly grateful for their contributions.

As we complete our 35th year in business, we look ahead to the New Year with a strong sense of passion, commitment and optimism and wish you a prosperous 2023.

About Carter Morse & Goodrich

Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 years, the combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of business owners.

CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

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