Vice President, Middle Market Investment Banking

Carter Morse & Goodrich is expanding its investment banking team with the addition of a Vice President in our Southport, Connecticut office.

Given our focus on M&A advisory that delivers “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. If you know someone with a passion for excellence and a drive to make an impact, we’d love to hear from you.

• Coordinating and working with Partners and Managing Directors through all facets of an M&A transaction
• Managing the preparation of marketing materials to support client engagements
• Managing the preparation of financial models and business valuations
• Actively participating in business development activities
• Analyzing a prospect's financial statements and conducting accounting due diligence
• Conducting industry and company-specific due diligence
• Leading calls with client management teams and investor counter parties
• Facilitating diligence activities with third-party partners (e.g., accountants, attorneys, strategy consultants)
• Managing and mentoring junior bankers

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:

• 7-10 years of experience in M&A / private equity or related fields of accounting, finance, transaction services and commercial lending
• Currently hold FINRA SIE, Series 63 and Series 82 or 79
• Excellent verbal and written communication skills
• Strong quantitative and analytical skills
• Exceptional problem-solving capabilities
• Strong organization and time management skills
• Ability to work on multiple projects simultaneously under pressure
• Enjoys managing and inspiring colleagues and direct reports

• Opportunity to deliver life-changing outcomes for our clients that exceed their expectations
• Steep learning curve via hands‑on experience
• Direct collaboration with Partners and senior bankers in an open‑door, collaborative work environment
• Expectation to take on more responsibility
• Ability to make a huge impact on the lives of our clients
• Enjoy a better work/life balance - we work hard but family comes first
• Opportunity to get involved in our local community

CMG offers a competitive compensation and benefits package