Carter Morse & Goodrich | Investment Bank on Axial

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Warren Electric

in their acquisition by

The Nudyne Group

May 2023

Carter Morse & Goodrich

Fabricated Metal Product Manufacturing

Advised

Anonymous

in their acquisition by

Anonymous

February 2023

Carter Morse & Goodrich

Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw

Advised

GEM Manufacturing

in securing investment from

CORE Industrial Partners

February 2023

Carter Morse & Goodrich

Chemical and Allied Products Distributors (Wholesalers), Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Industrial Machinery and Equipment Distributors (Wholesalers), Industrial Supplies Distributors (Wholesalers), Lumber and Other Construction Materials Distributors (Wholesalers), Metal and Mineral (except Petroleum) Distributors (Wholesalers), Paint, Varnish, and Supplies Distributors (Wholesalers)

Advised

Williams Distributing

in their acquisition by

Daikin Comfort Technologies, Inc.

January 2023

Carter Morse & Goodrich

Apparel & Textiles, Household Appliance Manufacturing

Advised

Resident Essentials

in securing investment from

WILsquare Capital

November 2022

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

The Montague Company

in their acquisition by

The Ali Group

January 2022

Carter Morse & Goodrich

Administration of Education Programs, Child Day Care Services, Civic and Social Organizations, Educational Services, Museums, Historical Sites, and Similar Institutions

Advised

Career Team

in securing investment from

Iron Creek Partners & Main Street Capital

January 2022

Carter Morse & Goodrich

Coal gasification at mine site, Coal liquefaction at mine site, Coal Mining, Coastal and Great Lakes Freight Transportation, Deep Sea Freight Transportation, Freight railways, line-haul, Freight railways, short-line or beltline, General Merchandise Stores, Inland Water Freight Transportation, Pipeline Transportation, Tanker trucking (e.g., chemical, juice, milk, petroleum), local, Tanker trucking (e.g., chemical, juice, milk, petroleum), long-distance, Water Transportation

Advised

Wheels of CT / Consumer Petroleum

in their acquisition by

Global Partners LP

January 2022

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

RECO USA

in their acquisition by

Hubbell Heaters

December 2021

Carter Morse & Goodrich

Machinery Manufacturing, Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Carling Technologies Inc.

in their acquisition by

Littelfuse, Inc

November 2021

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Oil and Gas Field Machinery and Equipment Manufacturing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing, Support Activities for Oil and Gas Operations

Advised

Ward Leonard Energy

in their acquisition by

Houma Armature Works

June 2021

Carter Morse & Goodrich

Beer, Wine, and Distilled Alcoholic Beverage Distributors (Wholesalers), Distilleries, Grape Vineyards, Grocery and Related Product Distributors (Wholesalers), Tobacco and Tobacco Product Distributors (Wholesalers), Vineyard cultivation services, Wineries

Advised

The Mad Rose Group

in securing investment from

Incline Equity Partners

May 2021

Carter Morse & Goodrich

Architecture, Engineering, and Construction (ACE), Engineering Services (Non-Construction), Health Care Services, Research and Development in the Physical, Engineering, and Life Sciences

Advised

Barrier Companies

in securing investment from

Lincolnshire Management

April 2021

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Goodway Technologies Corporation

in securing investment from

DiversiTech

December 2020

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Ward Leonard

in their acquisition by

Fairbanks Morse

December 2020

Carter Morse & Goodrich

Chemical Manufacturing

Advised

Bercen Chemicals

in their acquisition by

Vertellus

December 2019

Carter Morse & Goodrich

Agriculture, Forestry, Fishing and Hunting

Advised

H.J. Baker & Bro., LLC

in securing debt financing from

BMO Harris Bank

November 2019

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

A.G. Adjustments Ltd.

in securing investment from

Trivest Partners

March 2019

Carter Morse & Goodrich

Food Manufacturing, Pharmaceutical and Medicine Manufacturing

Advised

Watson Inc.

in their acquisition by

Glanbia Foods

February 2019

Carter Morse & Goodrich

Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw

Advised

Loos & Co. Inc.

in their acquisition by

Central Wire Industries

June 2018

Carter Morse & Goodrich

Administration of Environmental Quality Programs, Biotechnology research and development laboratories or services in environmental science, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Environmental Consulting Services, Environmental research and development laboratories or services (except biotechnology research and development), Environmental testing laboratories or services, Government Facilities Services, Other Support Services, Pollution testing (except automotive emissions testing) services, Services to Buildings and Dwellings, Special Food Services, Warehousing, Waste Management and Remediation Services, Waste Treatment and Disposal

Advised

SavATree

in their acquisition by

CI Capital Partners

June 2017

Carter Morse & Goodrich

Software and Online Services

Advised

etouches

in their acquisition by

HGGC

May 2017

Carter Morse & Goodrich

Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing, Security Systems Services

Advised

Communication Networks

in securing investment from

ACRE

December 2016

Carter Morse & Goodrich

Administration of Education Programs, Child Day Care Services, Civic and Social Organizations, Educational Services, Museums, Historical Sites, and Similar Institutions, Software and Online Services

Advised

Excent Corporation

in their acquisition by

Frontline Education

September 2016

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Custom Engineered Wheels

in securing investment from

Hamilton Robinson Capital Partners

April 2016

Carter Morse & Goodrich

Aerospace Product and Parts Manufacturing, Aircraft and automotive wire and cable (except aluminum, copper) made from purchased nonferrous metals (except aluminum, copper) in wire drawing plants, Aircraft and automotive wire or cable made from purchased copper in wire drawing plants, Aircraft carrier catapults manufacturing, Aircraft distributors (wholesalers), Aircraft engine cradles manufacturing, Aircraft engine instruments manufacturing, Aircraft engines and parts distributors (wholesalers), Aircraft equipment and supplies distributors (wholesalers), Aircraft hardware, metal, manufacturing, Aircraft lighting fixtures manufacturing, Aircraft loading hoists manufacturing, Aircraft Manufacturing, Aircraft seats manufacturing, Aircraft tire manufacturing, Ammunition (except Small Arms) Manufacturing, Ammunition (except sporting) distributors (wholesalers), Ammunition boxes, light gauge metal, manufacturing, Ammunition boxes, wood, manufacturing, Automotive or aircraft wire and cable made in aluminum wire draw

Advised

Pegasus Manufacturing

in their acquisition by

Leggett & Platt

March 2016

Carter Morse & Goodrich

Administration of Education Programs, Catalog (i.e., mail order, store merchandise) publishers (except exclusive Internet publishing), Catalog (i.e., mail order, store merchandise) publishers and printing combined, Child Day Care Services, Civic and Social Organizations, Educational Services, Museums, Historical Sites, and Similar Institutions, Sanitary Paper Product Manufacturing, Soap, Cleaning Compound, and Toilet Preparation Manufacturing

Advised

Really Good Stuff

in their acquisition by

Excelligence

February 2016

Carter Morse & Goodrich

Enterprise Software and Online Services, Software and Online Services

Advised

AllianceTech

in their acquisition by

Cvent

November 2015

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Drinking Places (Alcoholic Beverages), Electronic and Precision Equipment Repair and Maintenance, Mobile Food Services, Other Support Services, Restaurants and Other Eating Places, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

NACPS

in their acquisition by

PartsTown

June 2015

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Machinery Manufacturing, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

Houma Armature Works

in their acquisition by

Ward Leonard

May 2015

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and Precision Equipment Repair and Maintenance, Paperboard Container Manufacturing, Plastics and Rubber Products Manufacturing, Primary Metal Manufacturing

Advised

Better Packages

in their acquisition by

Intertape Polymer Group

April 2015

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Newspaper, Periodical, Book, and Directory Publishers, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

Tantor Media

in their acquisition by

Recorded Books

January 2015

Carter Morse & Goodrich

Advertising, Public Relations, and Related Services, Communications software (chat, messaging, email), Consumer Software and Online Services, Data processing services, Information Technology (IT) infrastructure services (outsourced), Online News, Professional, Scientific, and Technical Services, Social Games, Social Media Management Software, Social Networking Services, Temporary Help Services

Advised

Spire LLC

in their acquisition by

dataLOGIX

October 2014

Carter Morse & Goodrich

All Other Nonmetallic Mineral Mining, Asphalt and asphaltic materials made in petroleum refineries, Asphalt paving mixtures made in petroleum refineries, Asphalt Paving, Roofing, and Saturated Materials Manufacturing, Cement and Concrete Product Manufacturing, Clay Building Material and Refractories Manufacturing, Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Concrete Block and Brick Manufacturing, Construction and Mining (except Oil Well) Machinery and Equipment Distributors (Wholesalers), Construction, Transportation, Mining, and Forestry Machinery and Equipment Rental and Leasing, Fabricated Metal Product Manufacturing, Gasket, Packing, and Sealing Device Manufacturing, Industrial Machinery and Equipment Distributors (Wholesalers), Machinery Manufacturing, Nonmetallic Mineral Product Manufacturing, Office Machinery and Equipment Rental and Leasing, Other Commercial and Industrial Machinery and Equipment Rental and Leasing, Other Electronic and

Advised

Rostra Tool

in their acquisition by

Oetiker

October 2014

Carter Morse & Goodrich

Furniture and Related Product Manufacturing, Textile Mills, Textile Product Mills

Advised

Blue Bell Manufacturing

in securing investment from

Long Road Asset Management

February 2014

Carter Morse & Goodrich

Jewelry, natural or cultured pearls, manufacturing, Pearls, costume, manufacturing, Primary Metal Manufacturing

Advised

Allied Metals

in their acquisition by

Prime Materials Recovery

November 2012

Carter Morse & Goodrich

Chemical Manufacturing

Advised

Cranston Print Works

in securing investment from

Wells Fargo FINET

September 2011

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

Butler Hill Group LLC

in their acquisition by

Appen

April 2011

Carter Morse & Goodrich

Electrical Equipment, Appliance, and Component Manufacturing, Electronic and Communications Manufacturing, Motorcycle, Bicycle, and Parts Manufacturing

Advised

Micron Research Corporation

in their acquisition by

GrafTech

March 2011

Carter Morse & Goodrich

Apparel & Textiles

Advised

Tabar Inc.

in securing debt financing from

Wells Fargo

May 2010

Carter Morse & Goodrich

Pharmaceutical and Medicine Manufacturing

Advised

Designs for Health

in securing investment from

CMM

June 2009

Carter Morse & Goodrich

Medical Equipment and Supplies Manufacturing, Medical glassware made from purchased glass, Medical glassware made in glass making plants

Advised

Allan Holdings, LLC

in their acquisition by

Chase

December 2008

Carter Morse & Goodrich

Motor Vehicle Manufacturing, Motor Vehicle Parts Manufacturing

Advised

Reliable Manufacturing Company

in their acquisition by

Whitcraft LLC

December 2008

Carter Morse & Goodrich

Electronics and Appliance Stores

Advised

Tiger GPS

in their acquisition by

SureSource

November 2008

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

Dinex International

in their acquisition by

Carlisle Industries

March 2008

Carter Morse & Goodrich

Food Manufacturing

Advised

Bear Naked Inc.

in their acquisition by

Kellogg's

November 2007

Carter Morse & Goodrich

Commercial Banking

Advised

World Business Capital

in securing investment from

Hunting Dog Capital LLC

October 2007

Carter Morse & Goodrich

Healthcare Software (Consumer), Healthcare Software (Enterprise)

Advised

Opus-ISM

in their acquisition by

Robertson Piper Software Group

September 2007

Carter Morse & Goodrich

Food Manufacturing

Advised

Bear Naked

in securing investment from

CMM

February 2007

Carter Morse & Goodrich

Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance, Electronic and Precision Equipment Repair and Maintenance, Other Support Services, Services to Buildings and Dwellings, Special Food Services, Warehousing

Advised

Seco Products

in their acquisition by

Dinex International

November 2006

Carter Morse & Goodrich

Healthcare Software (Consumer), Healthcare Software (Enterprise)

Advised

Opus Health

in their acquisition by

Dendrite International

September 2006

Carter Morse & Goodrich

Computer and Technology Distributor or Wholesaler

Advised

Star Struck, Inc.

in their acquisition by

Waveland Investments LLC

June 2006

Carter Morse & Goodrich

Glass and Glass Product Manufacturing, Kitchen utensils, plastics, manufacturing, Metal Kitchen Cookware, Utensil, Cutlery, and Flatware (except Precious) Manufacturing, Pottery, Ceramics, and Plumbing Fixture Manufacturing, Woodenware, kitchen and household, manufacturing

Advised

Judel Products

in their acquisition by

St. George Crystal, LTD.

September 2005