Insights

Founder Led Sell Carter Morse & Goodrich is a boutique M&A advisory specializing in founder-led and family-held businesses in the mid-market across manufacturing, consumer products, food and beverage, business services, and HVAC. Their emphasis on owner legacy and a once-in-a-lifetime sale creates a consistent demand signal for sell-side advisory, presenting opportunities to engage owners early in exit planning and value-maximization discussions.

Deal Capacity Growth The firm has expanded its team with new VP and associate hires and promotions, signaling increased capacity to handle more engagements and larger or multiple simultaneous deals, making it a good partner for prospects seeking dedicated senior banker attention and faster transaction timelines.

Beverage Pipeline Focus Active BevNET Live 2026 involvement with senior leadership speaking and organizing workshops targets beverage company owners as potential sell-side clients or strategic partners, offering a ready-made outreach channel and speaking slot to generate inbound interest.

Global Buyer Access CMG advertises extensive domestic and international resources, enabling cross-border transactions and connecting founder-led firms with international buyers or strategic partners, expanding the potential exit options for clients in stated sectors.

PE Network Synergy Participation in industry gatherings like AICA Global Meeting and a broad network of M&A professionals position CMG to cultivate private equity and strategic buyer relationships, offering referral pipelines and co-sell opportunities for deal sourcing.

Carter Morse & Goodrich Tech Stack

Carter Morse & Goodrich uses 8 technology products and services including iCIMS, Varnish, Font Awesome, and more. Explore Carter Morse & Goodrich's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Varnish
    Caching
  • Font Awesome
    Font Scripts
  • MooTools
    Javascript Frameworks
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Google
    Search Engines
  • Bootstrap
    UI Frameworks

Media & News

Carter Morse & Goodrich's Email Address Formats

Carter Morse & Goodrich uses at least 1 format(s):
Carter Morse & Goodrich Email FormatsExamplePercentage
FLast@cartermorse.comJDoe@cartermorse.com
73%
First@cartermorse.comJohn@cartermorse.com
19%
First.MiddleLast@cartermorse.comJohn.MichaelDoe@cartermorse.com
4%
FirstLast@cartermorse.comJohnDoe@cartermorse.com
4%

Frequently Asked Questions

Where is Carter Morse & Goodrich's headquarters located?

Minus sign iconPlus sign icon
Carter Morse & Goodrich's main headquarters is located at 99 Harbor Road Southport, Connecticut 06890 United States. The company has employees across 1 continents, including North America.

What is Carter Morse & Goodrich's phone number?

Minus sign iconPlus sign icon
You can contact Carter Morse & Goodrich's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carter Morse & Goodrich's official website and social media links?

Minus sign iconPlus sign icon
Carter Morse & Goodrich's official website is cartermorse.com and has social profiles on LinkedIn.

What is Carter Morse & Goodrich's SIC code NAICS code?

Minus sign iconPlus sign icon
Carter Morse & Goodrich's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Carter Morse & Goodrich have currently?

Minus sign iconPlus sign icon
As of June 2026, Carter Morse & Goodrich has approximately 16 employees across 1 continents, including North America. Key team members include Managing Partner: M. C.Vice President: G. B.Vice President: G. B.. Explore Carter Morse & Goodrich's employee directory with LeadIQ.

What industry does Carter Morse & Goodrich belong to?

Minus sign iconPlus sign icon
Carter Morse & Goodrich operates in the Investment Banking industry.

What technology does Carter Morse & Goodrich use?

Minus sign iconPlus sign icon
Carter Morse & Goodrich's tech stack includes iCIMSVarnishFont AwesomeMooToolsPHPYoast SEOGoogleBootstrap.

What is Carter Morse & Goodrich's email format?

Minus sign iconPlus sign icon
Carter Morse & Goodrich's email format typically follows the pattern of FLast@cartermorse.com. Find more Carter Morse & Goodrich email formats with LeadIQ.

When was Carter Morse & Goodrich founded?

Minus sign iconPlus sign icon
Carter Morse & Goodrich was founded in 1987.

Carter Morse & Goodrich

Investment BankingConnecticut, United States11-50 Employees

Carter Morse & Goodrich is a boutique investment banking advisory based in Southport, Connecticut, that concentrates on mergers and acquisitions for founder-led and family-held companies. It primarily represents businesses valued between $25 million and $250 million, guiding owners through planning, preparation, and the closing of a sale.

The firm emphasizes understanding the unique dynamics of owner-operated businesses and seeks to maximize value while preserving founder legacies through a practical, involved service style guided by senior professionals. Since its founding in 1987, Carter Morse & Goodrich has worked with companies across manufacturing, consumer products, food and beverage, business services, and HVAC, supported by a broad network of domestic and international resources; recent staffing additions, including the January 2026 hire of Zack Chudry, reflect ongoing growth.

Section iconCompany Overview

Headquarters
99 Harbor Road Southport, Connecticut 06890 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
1987
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Carter Morse & Goodrich's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Carter Morse & Goodrich's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.