Managing Director, 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 dependent industries

Who you are:

The Managing Director is a senior leader with a proven ability to both originate and execute middle-market M&A transactions. The ideal Managing Director brings experience working in one or more of our target verticals. This Managing Director candidate should bring a skillset that combines strong technical investment banking expertise with exceptional relationship management skills and a client-first mindset.

Key Responsibilities:

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 including, but not limited to:

Business Development & Deal Origination

• Source and secure new sell-side M&A engagements proactively 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

Transaction Execution & Client Advisory

• 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.

Leadership & Firm Growth

• 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

Requirements & Qualifications:

• Bachelor’s degree or equivalent experience in finance, accounting, economics, or a related field. An MBA is preferred but not required.
• 15 years of investment banking experience with a focus on middle-market M&A focused on owner-operated companies
• Active FINRA licenses: SIE, Series 63, and Series 79 or 82
• Deep relationships across relevant referral networks (e.g., attorneys, accountants, wealth managers)
• Strong expertise in one or more target sectors: Manufacturing, Speciality B2B, Consumer Products, Food & Beverage, and HVAC or a demonstrated industry expertise in ‘old economy’ business (not healthcare, software, technology, etc)
• Ability to manage multiple transactions simultaneously in a fast-paced environment
• Exceptional communication, negotiation, and client management skills
• Demonstrated leadership and mentorship experience

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

The Vice President may be located out of any of our locations including Southport, CT, Garden City, NY or Providence, RI.

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.