Joe Pucci, the Chairman of the Connecticut Chapter of XPX, anda Principal, Financial Advisor in the New York office of Bernstein Global Wealth Management commented, "We are thrilled to have Ramsey lead our board and bring his wealth of investment banking expertise as well as his many years of experience managing ACG through its spectacular growth, to our organization."
Mr. Goodrich specializes in advising privately held middle market companies, business owners and corporate executives on raising institutional capital, mergers, acquisitions, and divestitures and other strategic advisory initiatives. Over the course of the past 20 years, Mr. Goodrich has advised on transactions involving both public and privately held companies totalling more than $3.5 billion in value. He is an active speaker on M&A and Capital raising transactions, having given dozens of presentations to corporations, associations and trade organizations.
Mr. Goodrich is also a member of the Global Board of Directors Association for Corporate Growth (ACG Global), and Chairman Emeritus and Past President of the Connecticut Chapter of the Association for Corporate Growth (ACG-CT).
About Carter Morse & Mathias:
Founded in 1987, Carter Morse & Mathias based in Southport, Connecticut, is a full service investment-banking boutique that provides the highest quality corporate finance advisory services to outstanding closely-held entrepreneurial and middle-market companies. CMM provides a full range of investment banking services, including sell-side advisory, raising capital, buy-side advisory, and valuation services. CMM is also a charter member of AICA, an international network of M&A professionals in over 20 countries across the Americas, Europe, Asia and the Middle East. CMM's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC. For nearly 30 years, CMM professionals have helped hundreds of business owners to conceive, initiate, structure and close M&A and financing transactions. www.cartermorse.com
About Exit Planning Exchange (XPX)
XPX offers its members unparalleled opportunities for expanding their professional networks and further developing their skills and business acumen, through access to a proven network of specialists in complementary fields. XPX is committed to the success of its members’ clients who are planning for, positioning for, and executing business transactions. The organization provides a forum for member connection, education and growth. Founded in 2009, XPX Connecticut has relationships with XPX Global colleagues in Boston, Philadelphia, DC Metro, Tampa Bay and Maryland. To learn more about XPX or to join, please contact Donna Powell, XPX Administrator, at 978-392-7929, or www.exitplanningexchange.com.