Insights

Market Niche Leadership Carter Morse & Goodrich specializes in mid-market M&A advisory for family and closely-held businesses valued between 25 to 250 million dollars, presenting targeted opportunities to offer advanced financial and strategic services tailored for this niche.

Strong Industry Focus The firm’s emphasis on manufacturing, consumer products, and business services indicates potential for cross-selling related investment banking services to businesses within these sectors seeking growth, succession planning, or exit strategies.

Recent Leadership Growth Key hires and promotions, including new Vice Presidents and Associates, highlight ongoing leadership development—an opportunity to pitch customized executive advisory or HR solutions aligning with their expanding team.

Recognition and Reputation The firm’s recent award as Boutique Investment Bank of the Year enhances credibility and opens doors for premium service proposals, especially to high-net-worth clients or international partners seeking reputable advisors in the middle-market segment.

Digital and Event Engagement Active participation in global industry events and utilization of modern tech stack suggest a progressive approach, highlighting opportunities to promote innovative financial solutions, digital tools, and data-driven insights to enhance their transaction processes.

Carter Morse & Goodrich Tech Stack

Carter Morse & Goodrich uses 8 technology products and services including Calendly, Google Hosted Libraries, spin.js, and more. Explore Carter Morse & Goodrich's tech stack below.

  • Calendly
    Appointment Scheduling
  • Google Hosted Libraries
    Content Delivery Network
  • spin.js
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • Lua
    Programming Languages
  • PHP
    Programming Languages
  • Google
    Search Engines
  • Google Tag Manager
    Tag Management

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 February 2026, Carter Morse & Goodrich has approximately 17 employees across 1 continents, including North America. Key team members include Vice President - M&a: J. M.Vice President - Investment Banking: C. P.Managing Partner: R. G.. 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 CalendlyGoogle Hosted Librariesspin.jsJSON-LDLuaPHPGoogleGoogle Tag Manager.

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

Located in Southport, Connecticut, Carter Morse & Goodrich is a boutique M&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&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. We fully understand and appreciate the unique dynamics of closely-held and family businesses and the importance of their legacies.

For more than 35 years, 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 become a trusted advisor to hundreds of business owners.

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

  • $25M$50M

    Carter Morse & Goodrich's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Carter Morse & Goodrich's revenue is estimated to be in the range of $25M$50M

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.

© LeadIQ, Inc. All rights reserved.