CMG Managing Partner, Ramsey Goodrich, will lead a dynamic discussion at the CFO Knowledge Network about “The CFOs Role in Transaction Readiness”. The event will explore the considerations that need to be addressed by the CFO for any company preparing for a sale or raising additional capital. Topics to be addressed include: Developing a […]
My partner, Terry Hannafin, and I attended the DealMAX conference last week, hosted by the Association for Corporate Growth at the Aria in Las Vegas. It was an incredible event with 3200 professionals from the M&A industry, and we had numerous meetings with potential private equity partners, strategic buyers, and deal professionals worldwide. Here are […]
CMG’s managing partner Ramsey Goodrich will be a guest speaker to the FENG network discussing “Thinking about a sale? Ride the coming tidal wave of deals”. Topics to be covered during the webinar will include:– Current state of the Middle-Market M&A markets and outlook for the future– How the lending markets are driving valuations– Strategic […]
Often, business owners who have made the decision to sell their business tend to disengage from it. Many opt for the path of least resistance, focus on minimizing expenses and prioritize speed over results. They almost always end up disappointed with the outcome. That is why we advocate for a disciplined planning and preparation process […]
Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Optimum Building Systems, LLC (“Optimum” or “OBS”) on its acquisition of Landry & Sons Acoustics (“Landry”), a family-owned acoustical ceiling tile contractor. The terms of the deal, which closed on May 14, 2024, were not disclosed. Optimum, […]
Click here to download our 2024 HVAC M&A Sector Update PDF Middle Market M&A Update Despite our optimistic prognostications, the eagerly awaited rebound in general M&A activity for the middle-market did not materialize as expected in the fourth quarter of 2023. Business owners were still focused on closing out the year to hit budgets and navigating […]
CMG’s Managing Partner, Ramsey Goodrich, will be presenting at the Exit Planning Exchange (XPX) event discussing EOS (Entrepreneurial Operating System) and how it becomes a catalyst for business owners to drive growth and enhance value in middle market companies. Ramsey will join other seasoned leaders that have successfully implemented EOS and will share insights on […]
Carter Morse & Goodrich is pleased to announce the addition of Jean-Paul Chiappini as an Associate. In this position, he will play an integral role in M&A transaction execution, valuation analyses and marketing initiatives. “We welcome JP to the CMG family. We are continuing to build our team with experienced, talented professionals who exemplify our core values,” said […]
CMG’s Ramsey Goodrich and Terence Hannafin will be attending Association for Corporate Growth (ACG) DealMAX April 29 – May 1, 2024 at ARIA in Las Vegas. “The Premier Conference for Middle-Market M&A”. Please reach out directly to set up a time to connect. Ramsey W. GoodrichManaging Partner203-349-8375 (Direct) 203-554-2435 (Mobile)RGoodrich@CarterMorse.com Terence P. HannafinPartner 203-349-8374 (Direct)516-381-7497 (Mobile)THannafin@CarterMorse.com
Hiring the right investment bank is critical to the success of your transaction. The right one should prepare the owners and management team, and design a process that maximizes value, ensures business operations remain fully functional and helps owners meet their objectives. I need an industry expert For certain market segments (such as software, healthcare, […]