Associate, Investment Banking

About Us:

Carter Morse & Goodrich (CMG) is a middle-market investment bank specializing in sell-side M&A advisory services exclusively for family-owned and founder-led businesses pursuing their once-in-a-lifetime transaction. We are dedicated to delivering results that exceed expectations for our clients through a highly tailored and relationship-driven approach. Our team combines deep technical expertise with a high-touch advisory model rooted in trust, curiosity, and collaboration. We live and operate each day by our core values; Run Through Walls, Insatiable Curiosity, Humble Confidence, Engages Personally, and Team Player, which serve as guiding principles in how we support our clients and work together as a firm.

CMG currently specializes in the below verticals:

• Manufacturing (especially aerospace & defense, metal processing and niche manufacturing)
• Specialty B2B Services (facility services, landscaping, fire & life safety, and marketing services)
• Consumer Products (hard goods, sports equipment, household products, and CPG)
• Food & Beverage (ingredients, packaged goods, and non-alocoholic beverages)
• HVAC (residential & commercial equipment, distribution, installation and services)
• We specifically do not consider technology, software, healthcare or other technology dependant industries

Who you are:

The Associate will play a critical leadership role in executing transactions and managing client relationships. This individual combines strong technical investment banking expertise with a high-touch, client-centric approach. The ideal Associate brings experience working in one or more of our target verticals. This candidate is intellectually curious, highly accountable, and thrives in a collaborative, fast-paced environment while mentoring junior team members and contributing to business development.

Key Responsibilities:

• Lead execution of M&A transactions in partnership with Managing Directors and Partners
• Manage the development of client-facing marketing materials, including pitch books and confidential information memoranda
• Build and oversee complex financial models and valuation analyses
• Analyze financial statements and perform accounting and operational due diligence
• Conduct industry research and company-specific analysis to support transaction strategy
• Serve as a primary point of contact for client management teams and investor counterparties
• Coordinate diligence processes with third-party advisors, including accountants, attorneys, and consultants
• Drive and support business development initiatives, including sourcing and pitching new opportunities
• Oversee deal timelines, workflows, and deliverables to ensure successful transaction execution
• Mentor, manage, and develop junior banking team members

Requirements & Qualifications:

• Bachelor’s degree or equivalent experience in finance, accounting, economics, or a related field.
• 5-8 years of direct transaction 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
• Demonstrated ability to successfully manage and inspire colleagues and direct reports

Compensation and Benefits:

• Compensation package includes competitive Base Bonus Commission
• Health, Dental & Vision insurance
• 401k and Profit Sharing retirement plans
• Enjoy a better work/life balance – we work hard but family comes first
• Opportunity to get more involved in your local community

Carter Morse & Goodrich is an equal opportunity employer committed to building a diverse and inclusive workplace. We welcome applicants of all backgrounds and experiences and believe that diverse perspectives strengthen our team and enhance the outcomes we deliver to our clients.