Carter Morse & Goodrich is a boutique M&A advisory firm specializing in representing founder-led and family-held businesses valued between $25 million and $250 million. The firm leverages over 35 years of investment banking experience to provide a high-touch approach throughout the M&A process.

Carter Morse & Goodrich

Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million. The firm leverages over 35 years of investment banking experience to achieve optimal results for its clients.

Investment Banking

Maximizing Shareholder Value

Carter Morse &amp; Goodrich | 3,051 followers on LinkedIn. M&amp;A advisor for founder-led and family-held businesses valued between $25 million to $250 million. | Located in Southport, Connecticut, Carter Morse &amp; Goodrich is a boutique M&amp;A advisor for closely-held and family businesses valued between $25 million and $250 million in manufacturing, consumer products and business services.

While CMG provides a full range of investment banking services, our primary focus is representing sellers who are pursuing their once-in-a-lifetime M&amp;A transactions.

CMG specializes in helping owners of leading companies in unique and niche markets plan, prepare, execute, and close successful transactions that maximize shareholder value.

Ramsey Goodrich

Seasoned M&A advisor to founder-led and family-held middle market companies in consumer, manufacturing and business services.

Terence Hannafin

Managing Director and seasoned M&A advisor for founder-led and family-held mid-market companies in business services, industrial/manufacturing &…

Chris Reenock

Managing Director, Carter Morse & Goodrich-Seasoned M&A advisor for founder-led and family-held mid-market companies in consumer manufacturing &…

Frank Morse

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 Group at UBS Private Wealth Management. Lots of great advice while being surrounded by some of the most iconic automobiles ever produced. We are doing it again in a couple of weeks so if you would like to learn more about part two of this program click here: https://lnkd.in/exVBvjC6 #exitplanning #business #familybusinesses #ubs #investmentbankers #mergersandacquisitions #newport Michael Carter Frank Morse Chris Reenock Geoff Bradley Emmett Iheagwara Conor Riordan Jean-Paul Chiappini Will Hering

Founding Partner, Michael Carter and Partner, Terence Hannafin attended the bi-annual meeting of (AICA) 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 cross-border business sales and divestitures, mergers, acquisitions, and capital raises. AICA firms meet twice each year to discuss M&A trends, best practices, industry knowledge, collaboration, employee development and strengthening relationships to build a better experience for each firm’s clients. Click here to read a few key themes that stood out among our affiliates: https://lnkd.in/egQiptBJ #AICA #mergersandacquisitions #familybusinesses #collaboration #chicago #investmentbankers #advisory #international #corporate #advisors

New CMG Insights: The 9 Abilities - Maximize the Value of Your Business 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, investors review valuation metrics (multiples) for relevant public companies, analyze recent transactions in the industry and create a detailed discounted cash flow model. Each of these methods have their flaws, but at least they result in determining a reasonable range of potential transaction values. These data points, however, are only the starting point for a robust valuation discussion. It is common that two companies, in the same industry, with the same basic financial profile can trade at dramatically different valuations so how can owners move the value of your business from the bottom of that range to the top (or even above it)? Diving Deeper: We have found over hundreds of transactions, through multiple economic cycles (and nine presidential elections), that there are a handful of core areas that ‘move the needle’ and improve enterprise values from the bottom of that reasonable range to the top of the range or even beyond it. To maximize value, the company must prove that it has real “ABILITIES”: Click here to access the "9 Abilities" that can maximize the value of your business: https://lnkd.in/epjhcJDA #EBITDA #MaximizeValue #InvestmentBanking #MergersAndAcquisitions #FamilyBusinesses #Valuation Ramsey Goodrich Michael Carter Terence Hannafin Frank Morse Chris Reenock Geoff Bradley Emmett Iheagwara Conor Riordan Jean-Paul Chiappini Will Hering Debbie Scholz Kimberly Reddington

Carter Morse & Goodrich (CMG) is proud to sponsor ACG Connecticut , 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 CMG’s Mission of delivering life changing outcomes that exceed expectations for families and founders. CMG has a long history with ACG: Managing Partner Michael Carter was a founding member and was instrumental to establishing ACG-CT back in 2001. Ramsey Goodrich was the President and Chairman of the chapter for over a decade before he assumed a Board of Directors position on the ACG Global board and running its annual Intergrowth conference in Las Vegas and chairing the ACG Northeast’s annual Dealmaking in the Mountains conferences in Vermont. Currently Geoff Bradley , Vice President, sits on the ACG-CT Board and leads the organization’s Young Professional initiatives. Carter Morse & Goodrich is excited to contribute to this dynamic organization and help shape the future of corporate growth and M&A throughout the north east region. We look forward to the opportunities ahead and are grateful to be part of this incredible association. Association for Corporate Growth (ACG) #ACG #mergersandacquisitions #connecticut #familybusinesses #founder #business #mission #dealmaking #opportunity Frank Morse Terence Hannafin Chris Reenock Emmett Iheagwara Conor Riordan Jean-Paul Chiappini Will Hering

Ramsey Goodrich and Terence 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 of the market for middle-market M&A. Add-On Overload: M&A’s New Normal While overall M&A activity is up, 2024 has been driven by add-on acquisitions, rather than new platform investments. Add-ons are easier to finance and diligence, provide the ability to leverage synergies and allows investors to deploy capital efficiently while building value in their existing portfolios. As the middle market M&A markets continue to ramp, the focus will become more balanced between add-ons vs. platform investments which should provide more opportunities for great companies. “Risk On”: Financing the Future Another welcome trend is that lender interest rates are on the decline, supporting more robust financing conditions. With a 50-bps reduction in underlying rates and a 50-bps reduction in spreads (risk premium), the overall effect is nearly a 1% reduction in cost of debt capital. The "risk-on" environment is favorable for both buyers and sellers, offering more attractive terms and financing options for deal-making which in turn should continue to support strong valuations. Please click here to read more of our key takeaways from M&A East 2024: https://lnkd.in/eBtWPRaJ Association for Corporate Growth (ACG) ACG Connecticut #mandaeast #investmentbankers #familybusinesses #markettrends #mergersandacquisitions #middlemarket #manda Michael Carter Frank Morse Chris Reenock Geoff Bradley Emmett Iheagwara Conor Riordan Jean-Paul Chiappini Will Hering Debbie Scholz Kimberly Reddington

CMG's Michael Carter and Terence Hannafin will be representing Carter Morse & Goodrich at the annual (AICA) Alliance of International Corporate Advisors fall conference later this week to collaborate with our colleagues throughout the Americas and across the globe. CMG is a proud founder of AICA (in 2009) and is happy to leverage our personal relationships with 41 similar boutique investment banks with 250+ professionals in 68 offices in 39 countries!

So much fun with our CMG team for a couple of days out of the office... Already looking forward to SkiMG in the spring when we do it again!

CMG’s team offsite (“SeaMG”) in West Hampton, LI last week was a big hit! While we have a ton of fun working with great clients, it was great to unwind and spend time together as a team outside the office with a little fishing, a round of golf and plenty of dinners together and a killer poker game! We are already looking forward to our spring SkiMG outing in Vermont in March! #culture #teambuilding #familybusinesses #team #investmentbanking #mergersandacquisitions #longisland Ramsey Goodrich Michael Carter Frank Morse Terence Hannafin Chris Reenock Geoff Bradley Emmett Iheagwara Conor Riordan Jean-Paul Chiappini Will Hering

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 programs to 4,400 low-income students from across the state of Connecticut. Over the ten years PFE has raised more than $440,000 to boost innovation and entrepreneurship. “The instinct to create, to build, and to invent is a fundamental quality in young people,” says Michael Carter. “Unfortunately, the opportunity to exercise these instincts is not nearly so common. With Push For Entrepreneurship, we’re helping democratize these critical innovation education programs by making them program available to all schools.” Every dollar raised will be donated to the Connecticut Invention Convention (CIC) , a nonprofit 501(c)(3) organization dedicated to teaching innovation and developing an entrepreneurial mindset. With CMG’s continued sponsorship of PFE, the firm is making a difference in the lives of students from underserved communities. The funds generated will be used to expand CIC’s programming in these cities, giving young learners the opportunity to enhance their analytical skills, unleash their creativity, and discover their potential as inventors and entrepreneurs. Join Us in This Empowering Journey We invite you to join us in this fun and socially impactful event. You can: 1. Register to do two hours of push-ups or our other activities. (It is easier than you think!): https://lnkd.in/eXgeu6AF 2. Become a sponsor: https://lnkd.in/eVuwkAWy 3. Attend the event as spectator: https://lnkd.in/eH8j2yvP 4. Bid on our online auction site: https://lnkd.in/eV-C-b4Z 5. Donate today: https://lnkd.in/eQZHFSJF 6. Spread the word. Feel free to forward to a friend or family member crazy enough to want to try this unique challenge. Let's come together, push our limits, and make a meaningful difference in the lives of the next generation of entrepreneurs and innovators. Together, we can create a brighter and more promising future for our community. Event Details Connecticut Saturday, 9am, November 2, 2024 Barrone Center, Fairfield University New York Sunday, November 10, 2024 Mid-town Manhattan (Location TBD) For additional information or questions contact Michael Carter at mcarter@cartermorse.com #entrepreneurship #innovation #connecticut #education #entrepreneur

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