Carter Morse & Goodrich Overview
- Service
- Investment Bank
- Founded
- 1987
- Serviced Companies
- 74
- Serviced Deals
- 63
- Serviced Investors
- 11
Carter Morse & Goodrich General Information
Description
Founded in 1987, Carter Morse & Goodrich is an investment banking firm based in Southport, Connecticut. The firm advises privately-held middle-market companies on matters related to sales and divestitures, mergers and acquisitions, capital raising, recapitalization, corporate development services, transaction preparation, and strategic advisory services. CMG primarily caters to the business services, consumer goods, healthcare, manufacturing, technology, and media sectors.
Contact Information
Website
Formerly Known As
Carter Morse & Mathias
Year Founded
1987
Service Provider Type
Investment Bank
Primary Office
- The Tide Mill Building
- 99 Harbor Road
- Southport, CT 06890
- United States
+1 (203) 000-0000
Carter Morse & Goodrich Services to Companies
Service on a Deal (63)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| AG Adjustments | Advisor: General | Jun 2019 | 00000 | 0000000 |
| 000000 (0000 00000 | Advisor: General | Feb 2019 | 00000 | 0000000 |
| 0000 & 0000000 | Advisor: General | Jun 2018 | 00000 | 0000000 |
| 00000000 | Advisor: General | Jun 2017 | 00000 | 0000000 |
| 000000 (0000000000 | Advisor: General | Dec 2016 | 00000 | 0000000 |
| 0000 0000000 00000 | Advisor: General | Feb 2016 | 00000 | 0000000 |
| 000000 0000 00000 | Advisor: General | Jan 2016 | 00000 | 0000000 |
| 000000 | Advisor: General | Dec 2015 | 00000 | 0000000 |
| Alliance Tech | Advisor: General | Nov 2015 | 00000 | 0000000 |
| North American Commercial Parts & Service | Advisor: General | Jun 2015 | 00000 | 0000000 |
Carter Morse & Goodrich Services to Investors
Service on a Deal — Buy Side (10)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Frontline Education | Advisor: General | Sep 2016 | 00000 | 0000000 |
| 00000000 00000000 | Advisor: General | Apr 2016 | 00000 | 0000000 |
| 0000000 & 00000 | Advisor: General | Mar 2016 | 00000 | 0000000 |
| 0000 0000000 00 | Advisor: General | Apr 2015 | 00000 | 0000000 |
| 0000-000 | Advisor: General | Jan 2005 | 00000 | 0000000 |
| 0000-000 | Advisor: General | Jan 2005 | 00000 | 0000000 |
| 0000000 0000000 00 | Advisor: General | Jan 2003 | 00000 | 0000000 |
| 000 00000000000 00 | Advisor: General | Mar 2002 | 00000 | 0000000 |
| Prospect Street Ventures | Advisor: General | Jul 1995 | 00000 | 0000000 |
| Simplify Compliance | Advisor: General | 00000 | 0000000 |
Service on a Deal — Sell Side (3)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Cranston Print Works Company | Advisor: General | Dec 2019 | 00000 | 0000000 |
| 00000000 000000000 | Advisor: General | Nov 2007 | 00000 | 0000000 |
| 0000000 | Advisor: General | Sep 2005 | 00000 | 0000000 |
Carter Morse & Goodrich Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
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Request a free trialCarter Morse & Goodrich Team (19)
Carter Morse & Goodrich Board Members (5)
| Name | Representing | Role | Since |
|---|---|---|---|
| Daniel Schley | Self | Board Advisor | 000 0000 |
| Jack Krichavsky | Carter Morse & Goodrich | Board Advisor | 000 0000 |
| Lee Greenhouse | Carter Morse & Goodrich | Board Advisor | 000 0000 |
| Marc Litvinoff | Self | Board Advisor | 000 0000 |