As the summer draws to a close, we want to thank Carter Goodrich for his great work at CMG over the past few months. Carter was able to contribute across nearly all aspects of the business, from developing pitches for new prospects to assisting with active mandates and even helping refine and improve our marketing […]
At Carter Morse & Goodrich, supporting Connecticut’s innovation economy is part of who we are, which is why we’re proud that our founder and Managing Partner, Michael Carter, became the Organizer and licensee of TEDx Innovation Drive. This is an invitation-only event bringing together several hundred of Connecticut’s most innovative leaders to hear six world-class […]
Transaction Summary: Seller: Lohmiller & Company Buyer: SRS Distribution, a subsidiary of The Home Depot Industry: HVAC Distribution Advisor: Carter Morse & Goodrich, exclusive financial advisor Legal Advisor: Dechert LLP Quality of Earnings: Grant Thornton Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Lohmiller & […]
Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Tremblay’s Bus Company, LLC (“Tremblay’s” or the “Company”) on its sale to Student Transportation of America (“STA”). The transaction closed on June 30, 2026. Terms of the transaction were not disclosed. Founded in 1967 by Leo and […]
Click here to download report What are buyers prioritizing in the Specialized Services sector? Our Q2 2026 Specialized Services Quarterly Update is now live, highlighting steady deal activity, elevated buyer appetite and the qualities driving competitive M&A processes across the sector. While buyers remain active and pricing has held within specific value bands, they have […]
Click here to download report Many family-held and owner-led manufacturing businesses are asking the same question: Is now the right time to sell, or should I wait for more clarity? Ongoing conflict in the Middle East, concerns around energy and commodity prices, and persistent geopolitical headlines have made both buyers and sellers uneasy. The instinctive […]
Click here to download report Our Q2 2026 HVAC Sector Quarterly Update is now live, and the outlook is becoming increasingly constructive as the industry moves into the second half of the year. The A2L refrigerant transition that shaped much of 2025 is largely behind us, channel inventories are beginning to normalize, and several indicators […]
Click here to download the report. Our Q2 2026 Food & Beverage Sector Quarterly Update is now live, highlighting a widening valuation gap between large, branded businesses and smaller, commodity-exposed companies, as buyers continue to prioritize scarce, category-defining assets. In this quarter’s report, we cover: The 10 largest Food & Beverage transactions in the first […]
Click here to download report Our Q2 2026 Consumer Sector Quarterly Update is now live, providing a comprehensive view of the evolving consumer landscape, from macroeconomic trends to transaction activity and sector performance. In this quarter’s update, we cover: A detailed Consumer Market Overview highlighting the widening gap between resilient spending and depressed consumer sentiment […]
Carter Morse & Goodrich is pleased to announce that it will be attending the ACG New York Summer Dealmaking Conference, taking place July 28–30, 2026, at the Montauk Yacht Club in Montauk, New York. Hosted by ACG New York, the annual Summer Dealmaking Conference brings together private equity professionals, investment bankers, family offices, lenders, strategic […]