In a featured interview with Philip G. Palumbo, CFP®, Carter Morse & Goodrich Partner & Managing Director Terence Hannafin offers practical and strategic advice for business owners considering an exit. With over 15 years of experience advising shareholders of closely held and family-owned companies, Terence discusses: What you should know if you’re thinking about exiting […]
EOS Implementer Dan Bubniak sits down with Ramsey Goodrich, Managing Partner at Carter Morse & Goodrich, to dive into what it really takes to scale a business, maximize valuation, and navigate a successful exit. Ramsey moves $500M+ in transactions every year, advising CEOs on maximizing valuations, navigating exits, and scaling companies that buyers fight over. […]
This week, Michael Carter and Terence Hannafin of Carter Morse & Goodrich are attending the AICA Global Meeting in Chicago, where they’re connecting with international affiliates from across the world. Hosted by the Alliance of International Corporate Advisors (AICA), this gathering brings together top dealmakers to share cross-border insights, explore market trends, and strengthen global […]
Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Optimum Building Systems, LLC (“Optimum” or the “Company”) in its sale to Wall Works Holdings (“Wall Works”), a portfolio company of AVALT, a Boston-based private equity firm, and VantEdge, a Kansas City-based family office. Terms of the […]
Ramsey Goodrich and Terence Hannafin of Carter Morse & Goodrich recently returned from ACG’s DealMax Conference, one of the largest gatherings of dealmakers in the world. With more than 3,000 professionals in attendance, DealMax offered a front-row seat to the latest trends, challenges, and strategies shaping the M&A landscape in 2025. While many entered the […]
Carter Morse & Goodrich recently took part of a M&A Roundtable: State of the Middle Market with 25 leaders in the dealmaking community from around Connecticut involved a first quarter update, great discussions about the current state of the market, and what we can expect for the balance of 2025 and beyond. Like 2024, 2025 […]
Specialized service providers are the backbone of the U.S. economy, supporting over 75% of GDP and employing more than 80% of the workforce. These businesses—from logistics and consulting to staffing, testing, and facilities management—deliver essential solutions that help other companies operate efficiently, remain compliant, and scale effectively. Diversified Business Services – Asset-light companies offering advisory, […]
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 […]
Welcome to the inaugural issue of CMG’s Manufacturing Newsletter! At CMG, we’ve always taken pride in representing family-owned and founder-led businesses in niche markets, guiding them through their once-in-a-lifetime transactions. Now, we’re putting a spotlight on one of our core areas of expertise—manufacturing – which is the heart of CMG’s work and at the center […]
The HVAC industry is a dynamic and essential sector where evolving regulations, emerging technologies, and expanding geographic and end markets continue to reshape the landscape. At CMG, we take a holistic view of the HVAC value chain, with dedicated focus on four core subcategories: 1) Manufacturing, 2) Wholesale Distribution, 3) HVACR Services, and 4) Building […]