Often, business owners who have made the decision to sell their business tend to disengage from it. Many opt for the path of least resistance, focus on minimizing expenses and prioritize speed over results. They almost always end up disappointed with the outcome. That is why we advocate for a disciplined planning and preparation process […]
Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to Optimum Building Systems, LLC (“Optimum” or “OBS”) on its acquisition of Landry & Sons Acoustics (“Landry”), a family-owned acoustical ceiling tile contractor. The terms of the deal, which closed on May 14, 2024, were not disclosed. Optimum, […]
Click here to download our 2024 HVAC M&A Sector Update PDF Middle Market M&A Update Despite our optimistic prognostications, the eagerly awaited rebound in general M&A activity for the middle-market did not materialize as expected in the fourth quarter of 2023. Business owners were still focused on closing out the year to hit budgets and navigating […]
CMG’s Managing Partner, Ramsey Goodrich, will be presenting at the Exit Planning Exchange (XPX) event discussing EOS (Entrepreneurial Operating System) and how it becomes a catalyst for business owners to drive growth and enhance value in middle market companies. Ramsey will join other seasoned leaders that have successfully implemented EOS and will share insights on […]
Carter Morse & Goodrich is pleased to announce the addition of Jean-Paul Chiappini as an Associate. In this position, he will play an integral role in M&A transaction execution, valuation analyses and marketing initiatives. “We welcome JP to the CMG family. We are continuing to build our team with experienced, talented professionals who exemplify our core values,” said […]
CMG’s Ramsey Goodrich and Terence Hannafin will be attending Association for Corporate Growth (ACG) DealMAX April 29 – May 1, 2024 at ARIA in Las Vegas. “The Premier Conference for Middle-Market M&A”. Please reach out directly to set up a time to connect. Ramsey W. GoodrichManaging Partner203-349-8375 (Direct) 203-554-2435 (Mobile)RGoodrich@CarterMorse.com Terence P. HannafinPartner 203-349-8374 (Direct)516-381-7497 (Mobile)THannafin@CarterMorse.com
Hiring the right investment bank is critical to the success of your transaction. The right one should prepare the owners and management team, and design a process that maximizes value, ensures business operations remain fully functional and helps owners meet their objectives. I need an industry expert For certain market segments (such as software, healthcare, […]
Carter Morse & Goodrich is pleased to announce the addition of Conor Riordan as an Associate. Conor will play an essential role in M&A transaction execution, valuation analyses, and business development initiatives. “We are excited to welcome Conor to the CMG family,” said Michael Carter, Managing Partner of CMG. “We are continuing to build our […]
Carter Morse & Goodrich made our annual trip to the AHR (Air-conditioning, Heating & Refrigeration) Expo in Chicago to experience what is trending in HVAC. As one of the largest and best-attended trade shows for the HVAC industry, the 2024 AHR Expo hosted over 1,800 exhibitors and 50,000 visitors over its three-day span. For CMG, […]
2023: A Year of Resolve & Reinvestment Despite a challenging M&A market, 2023 marked a successful year for CMG which included multiple closed transactions, several new engagements, reaffirmation of our core mission and values, and continued growth of the CMG family.