Call Me When... A business owner is contemplating a transaction (Financing, Sale or Acquisition), even years in advance of a transaction so we can help the owner maximize shareholder value.
FINRA Series 7,24, 63,79, 82, 99
Board of Directors (for profit)
Board of Directors (not for profit)
Carter Morse & Goodrich is a M&A firm that helps business owners of middle market companies plan, prepare, execute, and close transactions that maximize shareholder value. Our expertise is representing companies valued between $20m and $200m.
Transition Planning Certification
For more than 32 years, our strategic guidance and professional execution capabilities have proven crucial for hundreds of clients. We combine our hands-on approach, senior banker attention, strategic guidance and seamless transaction execution.