Blog

Business Owner Webinar Series

CMG Managing Partner Ramsey Goodrich and Director Chris Reenock will be featured panelists on an upcoming three-part business owner webinar series “Maximizing the Value of Your Business Before a Sale,” hosted by UBS Financial. This webinar is ideal for middle market CEOs, business owners and their top management teams, and CFOs of companies with revenues […]

CMG advises Barrier Companies in its recapitalization alongside Lincolnshire Management and Veronis Suhler Stevenson

Southport, CT Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Barrier Companies, and its affiliates Barrier Technologies and Barrier Compliance Services (“Barrier” or the “Company”) in its recapitalization with Lincolnshire Management Inc.(“LMI”), a private equity firm based in New York City and VSS Capital Partners […]

SPACs: Is there a new exit option in town?

Traditional exit alternatives for a middle market, privately-held company include a sale to a strategic buyer, a recapitalization with a private equity investor or an initial public offering (IPO).  A once out-of-favor option has recently emerged as one of Wall Street’s hottest trends in the form of selling to a SPAC.  A SPAC is a […]

Carter Morse & Goodrich Expands Team – Jon Michaels

March 2021 Southport, CT Carter Morse & Goodrich is excited to announce that Jon Michaels has joined the firm as a Senior Associate. Jon will be focused on transaction execution for our family-held and founder-led clients. “We are thrilled to have Jon join our team,” said Ramsey Goodrich, Managing Partner at Carter Morse & Goodrich. “Jon brings […]

Selecting the Best Letter of Intent

As part of a disciplined sale process, there comes that exquisite moment when the seller receives multiple Letters of Intent (“LOI”) from potential suitors. The objective is to select the optimal partner/investor that meets the goals of the seller. Let’s examine the essential factors that inform that selection.  ‍‍ Who:     All potential partners […]

New AICA Member – Crosspoint Advisors – Japan

We are delighted to report that we have a new member firm join the AICA network – Crosspoint Advisors of Japan, and will strengthen our network in ASIA.  ‍ Crosspoint Advisors is a financial advisory service boutique, whose members consist of experienced and renowned professionals with various backgrounds such as investment banks, global PE funds […]

Goodway has sold its SpeedClean and BBJ product lines to DiversiTech

Southport, CT Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Goodway Technologies Corporation (“Goodway”) in the sale of its SpeedClean and BBJ product lines to DiversiTech Corporation (“DiversiTech”), an industrial products manufacturer and portfolio company of the global private equity firm, Permira. SpeedClean® is the […]