The Specialized Services sector continues to deliver steady deal flow, but the drivers of activity are shifting. Where last year’s focus was on resiliency and predictability, investors today are zeroing in on efficiency, sophistication, and scalability. As the market stabilizes, the bar for what constitutes a ‘top-tier’ company has risen: investors are demanding better systems, […]
Welcome back from late summer breaks and back-to-school activities and travel. The fall season has brought plenty of better news as the Fed considers lowering interest rates and tariffs and trade deals with the EU become more transparent. Meanwhile, Reuters has recently reported that global dealmaking has reached $2.6 trillion, the highest for the first […]
Carter Morse & Goodrich is pleased to share that Terence Hannafin and Geoff Bradley will both be attending the M&A East Conference in Philadelphia, hosted by The Association for Corporate Growth (“ACG”) from October 14 – October 15, 2025. We are excited for the opportunity to connect with fellow industry professionals. M&A East is the […]
Ramsey Goodrich, Managing Partner of CMG, was interviewed by Michael Delgass and the team at Wealthspire Advisors for their “Business Owner Bootcamp” podcast focused on helping business owners plan and prepare for their ‘once in a lifetime’ transition. If you’re a business owner considering an exit or simply want to understand what it takes to […]
Carter Morse & Goodrich is proudly sponsoring the eleventh annual Push for Entrepreneurship (“PFE”) fundraiser! Our Managing Partner, Michael Carter founded PFE in 2014 to be a unique and exhilarating event that challenges participants to push their limits physically and mentally. Last year, Push for Entrepreneurship raised $118,000 and brought entrepreneurial programs to 4,800 low-income students […]
CMG is proud to sponsor the Association for Corporate Growth (ACG) New England Conference, hosted by ACG Boston and ACG Connecticut. At the two-day conference, industry leaders from across multiple disciplines involved with M&A transactions will explore the complexities of deal-making in the lower middle market, especially for family-owned and founder-led businesses, sharing strategic insights, […]
Thank You, Matt! As summer winds down, we want to thank our summer intern, Matt Schnitzler, for his outstanding work and enthusiasm over the past few months. Matt made valuable contributions to our Aerospace & Defense and Home Services industry research initiatives — digging deep into market trends, building targeted buyer lists, and helping us […]
At CMG, our Senior Advisors are an invaluable extension to our team — bringing decades of experience, deep industry knowledge, and unique perspectives that help us deliver best-in-class service. They provide insight, strategic guidance, and market intelligence that sharpen our approach and strengthen the advice we deliver to family- and founder-led businesses during a once-in-a-lifetime […]
Our latest report offers a comprehensive look at developments shaping the HVAC industry this quarter, including: Key takeaways on the implications of Trump’s “Big Beautiful Bill” for the sector An exclusive Q&A with Jake Gubler, VP of M&A at AMPAM A roundup of notable M&A activity and public market trends Whether you’re business owner considering […]
I am incredibly excited to have you join us here in our Consumer Products newsletter. We will be publishing this newsletter after each quarter. My name is Peter Costa, and I am a Managing Director here at Carter Morse & Goodrich (CMG). I lead our Consumer Products practice out of the Providence, RI office. Within […]