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 […]
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 […]
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 […]
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 […]
Southport, CT Carter Morse & Goodrich is proud to announce that it has been awarded Deal Financing of the Year at the 12th Annual International M&A Awards hosted by The M&A Advisor, in connection with its work on the $100 million debt financing for its client H.J. Baker & Bro., LLC. CMG served as […]
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 […]
Southport, CT Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Ward Leonard Operating LLC and related entities (“Ward Leonard”) in the sale of its defense industry operations to Fairbanks Morse, LLC, a portfolio company of Arcline Investment Management. Transaction terms were not disclosed. For […]
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 […]
The Devil is in the Details Why Quality of Earnings Reports are becoming ‘standard operating procedure’ for sellers. In M&A deals, sellers benefit significantly by being proactive and investing in a sell-side Quality of Earnings report (“QoE”) before going to market. This report will highlight areas to increase proforma adjusted EBITDA-C, thereby increasing value. A […]
October 2020Southport, CT Carter Morse & Goodrich is pleased to announce that it has expanded its execution capabilities with the hiring of two analysts. Michael Carter, Managing Partner of Carter Morse & Goodrich, commented, “We are continuing our growth with the hiring of both Emmett Iheagwara and Nick Sciortino. Both excelled during their internships with […]