Retrade is a four letter word in M&A. They involve buyers adversely changing the agreed upon valuation and terms at the worst possible time (right before the closing) for sellers. Going into a weaker M&A market will surely increase retrades. CMG’s Managing Partner, Michael Carter, spoke at the Divestopedia “Retrading M&A Transactions” webinar. Learn how to avoid retrades […]
CMG’s Managing Partner, Ramsey Goodrich, will be moderating a panel discussion with the CFO Knowledge Network this Friday, February 10th from 8am-10am ET. Ramsey and discussion leaders will explore “Rapidly-Evolving Debt Markets” and provide CFOs in attendance with insight that will be critical to their capital-raising initiatives. Seating will be limited, so those interested in attending […]
We are thrilled to report that 2022 was another record breaking year for CMG closing transactions totaling more than half a billion in value. We are grateful to work with amazing families and founder clients and help through their once-in-a-lifetime transactions. About […]
Carter Morse & Goodrich’s Managing Partner, Ramsey Goodrich will join Winthrop “Win” H. Smith Jr., Former Chairman & CEO of Sugarbush Resort, as keynote speakers for the ACG Northeast Dealmaking at the Mountain. ACG Northeast Dealmaking at the Mountain, hosted by ACG Boston, ACG Connecticut, ACG New Jersey, ACG New York, ACG Philadelphia, and ACG Toronto, is […]
The 2023 SBIA Northeast Private Equity Conference will take place on Thursday, January 26, 2023 and Friday, January 27, 2023 at the Lotte New York Palace. The event offers insight into U.S. economic trends, updates about potential policy changes affecting your fund’s bottom line, and strategic, high-level networking opportunities with middle market colleagues. The […]
Southport ConnecticutCarter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to a group of shareholders in Med Learning Group Holdings, LLC (“MLG” or the “Company”) in its sale to DW Healthcare Partners (“DWHP”), a healthcare-focused private equity firm. Terms of the transaction, which closed on December 30, […]
Andrew Sherman, Michael Carter and Tony Hill will join John Carvalho of Divestopedia to discuss retrading M&A transactions. In this discussion, we will cover:✔ What is retrading?✔ What are situations where retrading is appropriate?✔ How should a buyer handle retrading?✔ How should a seller handle retrading?✔ What are alternatives to retrading transactions?✔ What are the […]
Carter Morse & Goodrich is pleased to announce the recent promotion of Christopher Reenock to Managing Director. “Since joining CMG in 2020, Chris has played an integral role in the growth of our firm including a meaningful role in several of our largest transactions over that time,” said Michael Carter, Founder and Managing Partner of […]
Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Williams Distributing Co. (“Williams” or the “Company”) in its sale to Daikin Comfort Technologies North America, Inc. (“Daikin”), a subsidiary of Daikin Industries, Ltd. (DIL), the world’s largest manufacturer of HVAC systems. Terms of the transaction were […]
CMG is delighted to announce it will be attending the AHR Expo Atlanta 2023, the event for everything new in HVACR, February 6-8. The event proudly showcases the companies, engineers, and innovators who are inventing the future of HVACR. Manufacturers and suppliers from around the world will unveil the latest additions to their product line-ups, demonstrate […]