Experienced in advising family-owned and founder-led businesses, company management teams and boards of directors on strategic alternatives across a variety of industries including Fuel & Retail Convenience, Downstream Energy, Consumer/Retail, Manufacturing and Technology & Media.Carter Morse & Goodrich is a boutique M&A advisory firm that helps founder-led and family-held middle market companies plan, prepare, execute, and close transactions that maximize shareholder value. Our expertise is representing sellers of businesses valued between $25 million and $250 million, many of whom are pursuing their once-in-a-lifetime transactions. We fully understand and appreciate the unique dynamics of private and family held businesses and the importance of legacy. For more than 35 years, our expert strategic guidance and professional transaction execution capabilities have proven crucial for clients. The combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to help hundreds of business owners close successful transactions. CMG is also a charter member of AICA, an international network of 41 M&A boutique firms with more than 250 M&A professionals in 68 offices in 39 countries across the Americas, Europe, Asia, Latin America and the Middle East. CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC. We invite you talk with us and learn how we can help you.

Sell-side and buy-side M&A transactions, capital raises and strategic advisory engagements across a variety of sectors.

Performed fundamental equity analysis, focusing on independent research to create models of industries and companies to identify mispriced investment opportunities.2013 & 2014 Institutional Investor’s All-America Research Runner-Up ranking in Autos sector. 2014 StarMine Award – Best on The Street, #1-Ranked stock picking in Autos sector.