Director​/Managing Director, Middle Market Investment Banking

Carter Morse & Goodrich is seeking to expand its leadership team with the addition of senior-level professionals with incremental Directors or Managing Directors.

Given our focus on sell-side M&A advisory services that deliver “once-in-a-lifetime” outcomes for family-held and founder-led businesses, we are seeking a truly unique person that can balance the technical skills of Wall Street investment banking with the high-touch, client-centric service mentality needed to manage the personal relationships we develop with each of our clients.

As is always the case, the most important attribute of a successful candidate is a strong cultural fit with the team. We are seeking those with the following core personal and professional characteristics:

• Runs Through Walls
  • Whatever / Whenever / Wherever
  • Never ever gives up
  • Accountable and reliable
  • Takes the initiative
• Insatiable Curiosity
  • Dives deeper to understand motivations
  • Listens critically – two ears, one mouth
  • Makes “ah-ha” discoveries
  • Always growing / learning
• Humble Confidence
  • Consummate professional
  • Checks ego at the door
  • Thoughtful unbiased advice
  • Challenges the ‘given’ or ‘norms’
• Engages Personally
  • Foundation of trust
  • Generous / gives first
  • Authentic / genuine
  • High social emotional intelligence
• Team Player
  • Proactively collaborates
  • Looks out for what’s best for CMG & Client
  • Shares the credit
  • Asks and gives feedback openly

• CMG is particularly focused on finding individuals with a proven track record in the following verticals:
  • Manufacturing (especially aerospace & defense and metal processing and niche manufacturing)
  • Specialty B2B Services (facility services, landscaping, fire and life safety, marketing services)
  • Consumer Products (hard goods, sports equipment, household products, CPG)
  • Food and Beverage (ingredients, packaged goods, non-alcohol beverages)
  • HVAC (residential and commercial equipment, distribution, installation, and services)
• Demonstrated success in mid-market M&A a minimum of 15+ years of hands‑on transaction experience leading transactions from pitch to closing.
• Must have FINRA licenses including SIE, Series 63 and Series 82 or 79.
• Located in the Northeast (Boston, New England or Long Island) that can bring complimentary relationships with other professional transaction advisors (lawyers, accountants, wealth managers, etc.). This position is for our Providence RI office, but also must be willing to be in the CMG Southport, CT office from time to time.

As Managing Director at CMG, you will be responsible for driving business development efforts, securing new sell-side M&A mandates, and leading transaction execution for family-owned and founder-led companies that fit our criteria including, but not limited to:

• Proactively source and secure new sell-side M&A engagements through direct outreach, networking, and referral relationships with business owners, attorneys, CPAs, and wealth advisors.
• Develop and execute strategies to expand CMG’s presence in key industries and generate consistent deal flow.
• Lead the preparation and delivery of client pitches, effectively articulating CMG’s value proposition and the benefits of a structured sale process.

• Manage the entire M&A process from pitch to closing, ensuring seamless execution and maximizing outcomes for clients.
• Lead and coordinate deal teams, working closely with internal professionals and external advisors to drive process efficiency.
• Serve as the primary point of contact for clients, buyers, and investors, guiding them through negotiations, due diligence, and deal structuring.
• Ensure that all interactions reflect CMG’s Core Values and commitment to client success.

• Foster a collaborative, team-oriented approach by working closely with other CMG professionals and external trusted advisors.
• Provide mentorship and leadership to junior professionals, contributing to their development and enhancing the firm’s overall capabilities.
• Maintain a high level of organization and professionalism while managing multiple projects under tight deadlines.

CMG’s unique culture offers an excellent career opportunity for those who value the following:

• Opportunity to deliver life‑changing outcomes for our clients that exceed their expectations
• Leverage CMG’s platform to grow in a collaborative yet entrepreneurial environment
• Enjoy a better work/life balance – we work hard but family comes first
• Opportunity to get more involved in your local community

• CMG offers a competitive compensation and benefits package that rewards both teamwork and performance