Investment Banking Associate

Investment Banking Associate – M&A | Southport, CT

Carter Morse & Goodrich

About Us:

Carter Morse & Goodrich (CMG) is a boutique, middle-market investment bank specializing in sell-side M&A advisory for family-owned and founder-led businesses pursuing their once-in-a-lifetime transaction. Our passion is delivering life changing outcomes that exceed expectations for owners of middle-market leaders in niche markets. 

Since 1987, the combination of our hands-on approach, senior banker attention, strategic guidance, seamless transaction execution and extensive network of domestic and international resources has enabled us to become a trusted advisor to hundreds of business owners.

What We Value:

• Run Through Walls — Whatever. Whenever. Wherever. Always
• Insatiable Curiosity — Dig deeper to make ‘ah-ha’ discoveries
• Humble Confidence — Check your ego at the door but prepare to defend an unpopular stance
• Engages Personally — Personal relationships define us, not just our outcomes
• Team Player — Internally & Externally. Create win-wins

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-alcoholic beverages)

· HVAC (residential & commercial equipment, distribution, installation and services)

· We specifically do not consider technology, software, healthcare or other technology dependent industries

Why Southport, CT:

Based in the heart of Fairfield County, our Southport office on the Long Island Sound puts you minutes from, a walkable village downtown, and provides a genuine small-firm but big-deal culture. You get hands-on Wall Street-caliber deal experience with a collaborative team without the Wall Street commute, overhead, hierarchy or anonymity.

Who You Are:

The Associate plays a critical role in executing transactions and managing client relationships, combining technical investment banking skills within a high-touch, client-centric approach. We care most about the person: insatiably curious, highly accountable, and someone who runs through walls to get a work done. Direct M&A experience in one of our target verticals is a strong plus, but it is not a absolute requirement. We will train the technical skills for a candidate who brings the grit, drive, and tenacity that this work demands. A truly successful candidate thrives in a collaborative, fast-paced, feedback-rich environment.

Key Responsibilities:

• Lead execution of M&A transactions in partnership with VPs, 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

Requirements & Qualifications:

• Bachelor's degree or equivalent experience in finance, accounting, economics, or a related field
• 2-4 years of experience in M&A, private equity, corporate finance, transaction advisory, public accounting, or commercial lending
• A proven record of grit, drive, and results in another demanding, fast-paced field, with a genuine willingness to be trained on deal mechanics
• FINRA SIE, Series 63 and Series 82 or 79 — current licenses are preferred, or ability to obtain within first six months of hire
• 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

Compensation and Benefits:

• Compensation package includes competitive Base & Bonus
• Health, Dental & Vision insurance
• 401k and Profit Sharing retirement plans
• A real feedback culture — Radical Candor means you'll always know where you stand, not just at review time
• 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.