Carter Morse & Goodrich (“CMG”) is pleased to announce that it served as the exclusive financial advisor to a leading commercial HVAC services company (“Company”) in its sale to one of the largest HVAC corporations globally. Due to confidentiality agreements, the names of the parties have not yet been disclosed. CMG managed, structured and negotiated […]
Carter Morse & Goodrich partner Terry Hannafin recently led a dynamic discussion at XPX Long Island’sNovember event, Case Study: “We’re Crushed, Hi Tech Service Co Backed Out,” delving into some of the common pitfalls in M&A transactions. Terry facilitated a case study exploring essential strategies to prevent, remediate, and respond when deals don’t go as […]
It was an honor for Ramsey Goodrich, Managing Partner of CMG, to join Jean Harrington, chair of the business law team at Duffy & Sweeney, LTD and George Warner, CPA, MST for a program on “How to Exit Your Business” at the Audrian Motorsport Clubhouse in Newport, hosted by James Hilton, head of The Hilton […]
Founding Partner, Michael Carter and Partner, Terry Hannafin attended the bi-annual meeting of Alliance of International Corporate Advisors (“AICA”) in Chicago, IL. Carter Morse & Goodrich is a founding member (since 2009) of AICA, an international network of 41 like-minded boutique investment banks with offices in 39 countries providing M&A advisory services to assist clients with […]
Value is typically expressed as a simple multiple of EBITDA (earnings before interest, taxes, depreciation and amortization). We have written a lot about EBITDA and how best to position it, but for this Insights, we shift our attention to the multiple and how owners can drive valuation higher. A Starting Point: To determine value, […]
Carter Morse & Goodrich (CMG) is proud to sponsor the Connecticut Chapter of the Association for Corporate Growth (ACG), the premier association for middle-market M&A dealmakers and business leaders. ACG’s mission of driving business growth by fostering networking, deal flow, and thought leadership with the full eco-system of professionals in M&A is perfectly aligned with […]
Ramsey Goodrich and Terry Hannafin represented CMG at the 2024 M&A East conference, hosted by ACG Philadelphia, where over 1,000 private equity groups, investment banks, and lenders gathered to discuss deal flow, market trends, and the future of M&A. After numerous conversations with fellow attendees, we distilled several key insights that reflect the current state […]
Southport, CT – Carter Morse & Goodrich is proudly sponsoring the tenth anniversary of Push for Entrepreneurship (“PFE”)! 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 over $80,000 and brought entrepreneurial […]
Click here to download our Fall 2024 HVAC M&A Sector Update PDF Still Looking for the Long-Anticipated Recovery The expected rebound in US middle market M&A in 2024 has been slower than many observers, including ourselves, anticipated. Even as financial conditions have generally improved, previous inflation and monetary policy concerns matched with current regulatory and […]
Carter Morse & Goodrich is pleased to share that Ramsey Goodrich and Terence Hannafin will both be attending the M&A East Conference in Philadelphia, hosted by The Association for Corporate Growth (“ACG”) from September 30 – October 1, 2024. We are excited for the opportunity to connect with fellow industry professionals. M&A East is one […]