Carter Morse & Goodrich Email Format
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.