Jon Michaels has rejoined Carter Morse & Goodrich (CMG) in Southport, Connecticut, as a vice president. In this role, he will lead M&A engagements and support CMG’s transaction execution and business development initiatives, working closely with founders, families and management teams.
“We are thrilled to welcome Jon back to CMG,” said Ramsey Goodrich, partner. “Jon began his investment banking career with our firm and over the past several years has continued to sharpen his skills at other high-quality institutions. His return speaks to both his growth as an advisor and his alignment with CMG’s culture, values and commitment to delivering outstanding outcomes for founder- and family-owned businesses.”
“I’m excited to be back at CMG,” said Michaels. “The firm has always stood out for its client-first culture and deep alignment with founder-led and family-owned businesses. Returning feels like coming home, and I’m energized to help our clients as they navigate critical inflection points within their businesses and families.”
Over the course of his career, Michaels has advised on M&A transactions totaling more than $1.5 billion in realized enterprise value. Prior to rejoining CMG, he served as a vice president at Bigelow LLC, a boutique M&A firm advising similar clients and was previously a vice president in Houlihan Lokey’s Industrials M&A group. Michaaels also spent time at CMG earlier in his career following his role at Great Rock Capital, where he underwrote and managed credit facilities for privately held companies. He began his career at GE Aviation in the Financial Management Program.
Michaels is an active member of the Association for Corporate Growth (ACG) and regularly speaks with business owners about strategies to create and capture enterprise value in advance of an M&A transaction. He holds a Bachelor of Science degree in business administration with a concentration in finance and a minor in statistics from the University of Vermont. He currently resides in Fairfield, Connecticut, with his wife, son and dog.
Whether you are actively considering an exit or just curious about options for the future, CMG would love to connect, learn more and truly understand your objectives. The company is happy to share insights and help explore strategies to maximize the value of your company and enhance the legacy of your business.
Carter Morse & Goodrich is a boutique M&A advisory firm that specializes in representing founder-led and family-held businesses valued between $25 million and $250 million.
