Insights

Founder-led focus CMG exclusively represents founder-led and family-held companies, often in the $25M-$250M range, indicating a potential for sale opportunities as owners consider exit strategies and legacy planning.

Industry specialization Target markets include manufacturing, consumer products, food and beverage, business services and HVAC, suggesting cross-sell potential to buyers or advisory services aligned with these sectors.

Growth and talent Recent promotions and new hires (Director promotions and VP additions) signal ongoing firm expansion and organizational strength, creating opportunities to introduce complementary services or partnerships.

Market activity Active participation in conferences and events (BevNET Live, AICA Global Meeting) shows engagement with mid-market deal flow, providing entry points for outreach around deal origination and due diligence support.

Digital and tech stack Utilizes a modern tech stack including iCIMS, Calendly, AWS, and frontend technologies, offering avenues for selling data/tech-enabled services, compliance, or back-office optimization to CMG and its clients.

Carter Morse & Goodrich Tech Stack

Carter Morse & Goodrich uses 8 technology products and services including iCIMS, Calendly, Amazon Web Services, and more. Explore Carter Morse & Goodrich's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Calendly
    Appointment Scheduling
  • Amazon Web Services
    Cloud Hosting
  • spin.js
    Javascript Frameworks
  • JSON-LD
    Javascript Frameworks
  • Lua
    Programming Languages
  • 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

What is Carter Morse & Goodrich's phone number?

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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?

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

How much revenue does Carter Morse & Goodrich generate?

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As of July 2026, Carter Morse & Goodrich's annual revenue is estimated to be $25M - $50M.

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

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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?

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As of July 2026, Carter Morse & Goodrich has approximately 16 employees across 1 continents, including North America. Key team members include Vice President: J. M.Managing Director: P. C.Managing Director: F. M.. Explore Carter Morse & Goodrich's employee directory with LeadIQ.

What industry does Carter Morse & Goodrich belong to?

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Carter Morse & Goodrich operates in the Investment Banking industry.

What technology does Carter Morse & Goodrich use?

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Carter Morse & Goodrich's tech stack includes iCIMSCalendlyAmazon Web Servicesspin.jsJSON-LDLuaGoogleBootstrap.

What is Carter Morse & Goodrich's email format?

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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?

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Carter Morse & Goodrich was founded in 1987.
Carter Morse & Goodrich logo

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

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

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