CARTER MORSE & GOODRICH - Key Persons
Alison (Ali) King is a Managing Director focusing on client origination and transaction execution.
For the last few years, Ali worked in the Acquisitions Group at Thrasio, the largest aggregator of Amazon third party brands, where she was responsible for leading deal processes from initial outreach through analysis and negotiation. Backed by Silver Lake Partners and Advent Capital, Thrasio purchases and optimizes Amazon Third Party Sellers and DTC brands by enhancing advertising, creative, supply chain, search engine optimization (SEO), & channel diversification.
Prior to Thrasio, Ali worked in the TCW Direct Lending group where she was responsible for the origination, structuring, due diligence, and monitoring of private credit investments ($10 million - $350 million) to non-sponsor and sponsor-backed middle-market companies.
Ali started her career as a High Yield Research Analyst at BancBoston Robertson Stephens before transitioning to UBS Investment Bank, where she held numerous positions in the Leveraged Finance Group and was elevated to Executive Director. Ali also held positions at Harbinger Capital and MAST Capital during her career.
Ali is a graduate of Colgate University and has held a variety of FINRA / NASD securities licenses.
Ali recently moved back to Connecticut with her husband and is based in CMG's Southport headquarters.
Job Titles:
- Senior Advisor
- Advisory Board
Job Titles:
- Managing Director
- Investment Banking Career Advising Family and Founder
Mr. Reenock has been active as a fundraising class chair of his alma mater Regis High School in New York, an alumni admissions interviewer for the University of Pennsylvania, and a finance committee member of Sokol New York, a non-profit organization that provides fitness and community for individuals and families through sports, cultural and social activities.
Job Titles:
- CEO
- Chairman
- Senior Advisor
- Advisory Board
- Co - Founder and Managing Partner of Dolphin Capital Group
- Managing Partner at Dolphin Capital
Mr. Schley is co-founder and managing partner of Dolphin Capital Group, LLC. Formed in 2004, Dolphin Capital is a growth equity fund focusing on early and mid-stage companies in the technology, financial services and consumer products sectors.
Debbie Scholz is Carter Morse & Goodrich's Office Manager. She supports the CMG team and clients handling accounting, compliance, organizational and administrative functions.
For 10 years prior to joining CMG, Debbie was the Administrative Assistant and Event Coordinator at the Academy Group, an association management group that runs a number of M&A, capital and management trade associations, including National Association of Corporate Directors, Connecticut Hedge Fund Association, Connecticut Venture Group and the Association for Corporate Growth.
Debbie attended the Connecticut Business Institute, and enjoys yoga, walking, gardening and reading.
Emmett Iheagwara is an Associate at Carter Morse & Goodrich. Emmett's responsibilities include M&A deal execution, business development, and marketing initiatives.
Frank Morse specializes in financial advisory services for mergers, acquisitions and divestitures as well as debt and equity financings. He has a broad finance background, having spent 35 years in the financial services industry before joining the firm. Prior to CMG, Frank was President and CEO of UST Bank in Connecticut and Executive Vice President for strategic planning for UST Corp, UST Bank's parent and the holding company for United States Trust Company (Boston).
Frank has served on several industry related boards including the Connecticut Venture Group and the Crossroads Venture Fair. He served on the Portfolio Valuation Committee of Connecticut Innovations; a quasi-state agency focusing on private equity investments in Connecticut based technology companies. Other boards included CTech IncUBator at University of Bridgeport, Fletcher-Thompson, Inc, Intellisource, Inc and Bank of America's Fairfield County's Advisory Board.
Frank has also been deeply involved in community affairs and is currently serving on the board of the Cultural Council of Indian River County, FL. Past not-for-profit involvements included St. Vincent's Medical Center (Swim-Across-the Sound), Junior Achievement (volunteer teacher), United Way of Eastern Fairfield County (board member) and Barnum Museum(Chairman).
He recently retired from over 20 years of active participation with Jewish Senior Services in Bridgeport, CT (Jewish Home for the Elderly). His roles included Executive Committee, Finance Committee and Board Member. In 2020 Frank was awarded the Arthur & Gladys Lunin Humanitarian Award for "outstanding service to the community".
Frank earned a BA from Trinity College and completed graduate studies at New York University Business School and Stonier Graduate School of Banking.
He lives in Vero Beach, FL with his wife Nina and two dogs, Otis & Frances. Frank spends as much time as possible at his home in Rangeley, Maine.
Job Titles:
- Certified Public Accountant
- Director
- Senior Advisor
- Shareholder
- Advisory Board
François M. de Visscher, a native of Belgium, has been an active advisor to business owning families for over 30 years, mostly in the United States, Canada, Europe, the Middle East and Latin America. In 1990, he founded de Visscher & Co., one of the world's leading independent financial consulting firms for family and closely-held companies. Over the last 25 years, he and his team have advised over 300 family companies and family offices worldwide on issues of liquidity, growth capital business and family governance. Experiencing the growing desire of Single Family Offices for direct co-investments with other families, de Visscher & Co. developed in 2010 "Family Capital Partners" as a network of Single Family Offices to make direct co-investments with other families. ("Families Investing in Families®"). Prior to opening his own firm, he was a partner at Smith Barney, where he founded Wall Street's first Family Business Group.
Mr. de Visscher is a director and shareholder of his own family's global enterprise, N.V. Bekaert S.A. Headquartered in Belgium, Bekaert was founded by his great-grandfather in 1880. Today, the Bekaert Group generates sales of $5.0 Billion in over 120 countries by manufacturing and marketing a wide variety of steel wire and related products. The Bekaert Group is controlled by the Bekaert Family across four generations.
Among his contributions to the field, Mr. de Visscher served as a director and president of the Family Firm Institute, (Boston, MA). He is the past Chairman of the European Family Office Conference, and a contributor to many publications, including Family Business Magazine, The Wall Street Journal, LA Times, NY Times and many others.
Mr. de Visscher is a Certified Public Accountant and a member of the American Institute of CPA's. Mr. de Visscher holds a Bachelor of Economics honors degree from Université Catholique de Louvain (Belgium) and MBA from Rutgers University.
Job Titles:
- Senior Advisor
- Advisory Board
Job Titles:
- Vice President
- Vice President at Carter Morse
Geoff Bradley is a Vice President at Carter Morse & Goodrich. Geoff plays an integral role in M&A transaction execution, valuation analyses and marketing initiatives.
Prior to joining CMG, Geoff was a Manager at PricewaterhouseCoopers ("PwC"), where he focused on buy-side M&A advisory services such as Quality of Earnings. Prior to that, he was a Senior Associate in PwC's Assurance department, focusing on auditing Hedge Funds and Private Equity Funds. Geoff grew up working in his family's business and recognizes the dynamics of managing a successful family-owned business.
Geoff attended Wagner College, where he received a BSBA with a concentration in Accounting and a member of its men's Lacrosse team, and Babson College, where he received a MSA in Accounting. Geoff is a certified public accountant.
Job Titles:
- Senior Advisor
- Advisory Board
Job Titles:
- Senior Advisor
- Advisory Board
- President of Almada Corp.
Jack Krichavsky, CPA, is the president of Almada Corp., a firm he founded to provide financial and strategic consulting services to both publicly and privately-held midsized companies.
Jack has 40 years of experience specializing in working with growth-oriented, closely-held companies. He has extensive experience in mergers and acquisitions, strategic planning, and in assisting his clients in obtaining debt and equity financing, including taking companies public through initial public offerings. He has worked with manufacturing companies, defense contractors, service businesses and a variety of high technology companies. Representative clients include Colt Defense LLC, Colt's Manufacturing Company, Hunt Leibert Jacobson PC, Royal Precision, Inc., Alstom Signaling, Inc., Agion Technologies, Inc., and StayOnline, Inc. He has served as a Board Member or Advisory Board Member of numerous companies. He has worked with Carter Morse & Mathias as an alliance partner since 2002.
Jack retired as a partner of Arthur Andersen LLP, the international professional services firm, in 2000 after 28 years of service. At Arthur Andersen, he was the partner in charge of the Commercial Services and Small Business Practices of the Hartford, Connecticut office. In this capacity, he had overall responsibility for the firm's practice, serving clients in the technology, manufacturing and distribution industries.
Jack played important roles in the founding of the Connecticut Technology Council and the Hartford Chapter of the Entrepreneurship Institute. He has been a board director of several non-profit organizations, and is a past chairman of the board of directors of the Hebrew Home & Hospital.
Jack has a BA from Adelphi University with a degree in accounting and an MBA from the Wharton School of Finance, University of Pennsylvania with a degree in finance.
Job Titles:
- Senior Advisor
- Generation Fuel and Convenience Store Owner
Jon Hendel is a third-generation fuel and convenience store owner/operator with deep knowledge and ties to the industry. In 2009, Jon was appointed President of his family's business Hendel's, Inc. (d/b/a Henny Penny Convenience Stores) and led a turnaround that saw the Company improve from breakeven profitability to over $15 million in annual EBITDA.
Job Titles:
- Vice President
- Vice President at Carter Morse
Jon Michaels is a Vice President at Carter Morse & Goodrich. Jon is responsible for M&A transaction execution, valuation analysis, and business development.
Prior to joining CMG, Jon was a Senior Associate at Great Rock Capital, where he focused on underwriting and managing a portfolio of secured loans across the middle-market. Prior to that, he was a graduating member of General Electric Aviation's Financial Management Program. Jon grew up helping both of his parents with their own small businesses and understands all that goes into running a successful family-owned company.
Jon attended The University of Vermont and graduated with a BSBA in Finance and a minor in Statistics.
Matthew Book is an Analyst at Carter Morse & Goodrich, having joined the firm in Summer 2021. Matthew supports the Managing Directors in M&A deal execution, industry research and financial modeling for our family-held and founder-led clients.
Job Titles:
- Managing Partner
- Founding Member and Former Board Director of the Association for Corporate Growth
- Founding Principal of Carter Morse
Michael Carter is the founding principal of Carter Morse & Goodrich where he serves as Managing Partner. He has been on the financial side of business from many perspectives: as a business founder, commercial lender, investment banker, board director, and business advisor.
With a broad-based background in a myriad of industries, Michael is well acquainted with the special requirements of each business situation. As a seasoned investment banker, he has advised over 100 M&A and financing transactions. In addition to his work with private companies, Michael has worked with several public companies as a board member and advisor. Michael also serves as the Co-Lead on CMG's Fuel & Retail Convenience advisory team.
Michael began his career in private industry in operations. Thereafter, he was a vice president at Chase Manhattan Bank responsible for middle-market commercial lending and corporate finance activities in New England. Michael has been a board director for World Business Capital, First International Bancorp, Command Security Corporation and Cannondale Corporation.
Michael is a founding member and former board director of the Association for Corporate Growth, Connecticut Chapter. He served on Weston's Board of Finance for ten years.
Michael joined the Fairchester board for National Federation for Teaching Entrepreneurship (NFTE), a non for profit, dedicated to teaching inner city kids about starting their own business. His last position was the chapter's Vice Chairman.
Michael founded Push for Entrepreneurship, an extreme push-up fundraiser where participants do push-ups for two hours. Since its founding over a $100,000 has been raised for teaching students from low income neighborhoods about innovation and entrepreneurship.
Michael was the former President of Weston Little League and has been active in coaching youth sports teams in Weston, Connecticut. He founded Weston Sports Commission and served as President for ten year. He was honored by the Fairfield County Sports Commission as Weston's Sportsperson of the Year.
Michael earned an MBA from Columbia University and a BA from the University of Rochester.
Job Titles:
- Associate
- Associate at Carter Morse
Nick Sciortino is an Associate at Carter Morse & Goodrich, having joined in 2020. Nick supports the Managing Directors in M&A deal execution, business development and marketing initiatives.
Prior to joining CMG, Nick spent time as a Transaction Management intern at Cushman & Wakefield in New York and a Wealth Management intern at UBS in Connecticut. Nick has helped at his father's haberdashery in New York for years where he has seen first-hand all that goes into a family-owned business.
Nick attended Fairfield University just down the road and graduated cum laude with a Bachelor of Science Degree in Finance and a minor in Accounting. During his time at Fairfield University, Nick was a member of the Men's Club Baseball team.
Job Titles:
- Senior Advisor
- Advisory Board
- Owner, President and Chief Executive Officer of Microboard Processing, Inc
Nicole Russo is Owner, President and Chief Executive Officer of Microboard Processing, Inc. (Microboard), located in New Haven County, Connecticut. Microboard is a premier world class, high-tech Electronic Manufacturing Services (EMS) firm. Russo overseas all operations of Microboard to execute complex manufacturing challenges for the world's most advanced electronics in the Medical, Defense/Aerospace, Industrial, Commercial and Telecomm sectors. Russo has led Microboard for the last 18 years to become a globally recognized firm sought after by several branches of U.S. Military and Fortune 500 Companies.
Nicole was recognized as a Connecticut Women of Innovation in 2015. Microboard was a recipient of the 2019 American Manufacturing Hall of Fame award.
From 1999 to 2005, Nicole served in various structured finance roles at GE Capital including leading an international team in India, strategic portfolio growth and integration activities, and was the youngest appointed woman Vice President of a $13B division. Her knowledge of capital structures and credit markets, coupled with her in-depth operational management skills, successfully guided a $1B portfolio of diverse distressed clients through various business cycles and recoveries.
Nicole is also actively involved in several global humanitarian projects and volunteering. She serves on the advisory boards of Carter Morse Goodrich, Ultra Pure, The Workplace, and the State of Connecticut's Office of Workforce Strategy Southwest Regional Sector Partnership (RSP) consisting of over 300 manufacturers.
Russo holds an MBA in management from D'Amore-McKim School of Business Northeastern University, and a BS from Salve Regina University where she was recognized with the 2011 Alumni Achievement Award. She is also a valued and active participant at Yale's Chief Executive Leadership Institute, as well as leading executive education programs at Yale School of Management, Harvard Business School and New York University.
Job Titles:
- Senior Advisor
- Software Industry Executive
Oni, a veteran software industry executive, was appointed President and CEO of etouches Inc. in September 2013 to lead etouches through its next phase of growth. He also joined the company's Board of Directors. Oni brings a distinguished record of leading and managing exceptional customer growth, results-driven financial performance, and operational execution for market-dominant global enterprise software and ecommerce companies.
Job Titles:
- Managing Partner
- Chairman of the Exit Planning Exchange
- Managing Partner at Carter Morse
Ramsey W. Goodrich is a Managing Partner at Carter Morse & Goodrich and brings more than 25 years of experience advising owners and executives of family held and founder led middle market companies on strategies to maximize shareholder value through M&A and capital transactions. Over the course of his career, Mr. Goodrich has advised on more than 100 transactions totaling more than $3.5 billion in value.
Outside of the office, Mr. Goodrich is the current Chairman of the Exit Planning Exchange - TriState Region (2016 - Present), President of XPX Connecticut (XPX-CT) chapter (2014 - 2016) and Chairman Emeritus (2012 - Present) and Past President (2005-2011) of the Connecticut Chapter of the Association for Corporate Growth (ACG-CT). He was also a Global Board Member for the Association for Corporate Growth (ACG Global - 2013-2016) where he was involved with a major strategic planning effort. He is an active speaker on M&A and Capital transactions, having given dozens of presentations to corporations, associations and trade organizations and is a regular speaker at industry conferences around the country.
Prior to joining Carter Morse & Goodrich more than a decade ago, Mr. Goodrich was a Managing Director of Spinnaker Group Capital Advisors LLC after being a Vice President of E&Y Corporate Finance, an affiliate of Ernst & Young, in their M&A and capital markets where he co-founded the financial sponsors group. During his career, he has also held various financial advisory positions at Banque Paribas and Chase Manhattan Bank (nka JP Morgan Chase).
Mr. Goodrich received his Master of Business Administration degree from the Leonard N. Stern School of Business at New York University, triple majoring in Finance, International Business and Management, and his Bachelor of Arts degree in Economics from St. Lawrence University. He also completed MBA graduate studies in international business administration at the Institut Superieur des Affaires (ISA) at L'Ecole des Hautes Etudes Commerciales (HEC) in France. Mr. Goodrich holds his FINRA Series 7, 24, 63, 79, 82 and 99 securities licenses.
He serves on the Board of the Fairfield Theatre Company and is also an active volunteer with the Connecticut Challenge (cancer survivorship), Fairfield Youth Lacrosse (board member and head coach) and Okemo Mountain Alpine Racing Association.
Job Titles:
- Senior Advisor
- Advisory Board
- General Partner of Canaan Partners
Stephen Bloch is a General Partner of Canaan Partners, a premier global venture capital firm founded in 1987 with more than $3 billion under management. Dr. Bloch draws on his experience in medicine, government and business to invest in areas of healthcare that promise to change how medicine is practiced.
Some of his investments include Advanced BioHealing, Amicus Therapeutics, Axial Exchange, Cylex, Dicom Grid, Liquidia Technologies, and Marinus Pharmaceuticals. Prior to joining Canaan, he founded Radiology Management Sciences, a pioneer in managing radiology benefits for health plans. In addition, he helped start OmniSonics Medical Technologies, which engineered novel ultrasonic catheters for treating vascular occlusive disease and co-founded TeleRad, an early teleradiology services company.
Dr. Bloch received his medical training at Massachusetts General Hospital/Harvard Medical School (radiology) and Lenox Hill Hospital/Cornell Medical School (internal medicine). He earned his medical degree from the University of Rochester, a master's degree in the history of science and public policy from Harvard University, and an A.B. degree from Dartmouth College.
Job Titles:
- Partner
- Partner at Carter Morse
Terence Hannafin is a Partner at Carter Morse & Goodrich ("CMG") and has been advising shareholders of closely held and family-owned companies for more than 15 years to help them achieve their ‘once-in-a-lifetime' transaction. At CMG, Mr. Hannafin is responsible for leading the execution of transactions across a range of industries (with an emphasis on manufacturing, consumer products and business services) and directing business development initiatives. Prior to joining CMG, Mr. Hannafin was a Managing Director with de Visscher & Co. (a family business focused advisory and investment banking firm) and held various positions at American Express and Morgan Stanley.
Mr. Hannafin is active in leading trade associations, serving on the Board of Directors of the Exit Planning Exchange - LI (2017 - Present) and the Board of Directors of the Long Island chapter of the Alliance of Merger & Acquisition Advisors (2020 - Present).
Mr. Hannafin holds a BS in Finance from Boston College where he was a member of its NCAA Division I football team. Mr. Hannafin maintains his FINRA Series 82, 24 and 63 securities licenses with CMG's FINRA registered broker-dealer affiliate, Carter Capital Corporation.
Mr. Hannafin resides in Connecticut with his wife and three children where he is actively involved in numerous local youth sports programs.
Job Titles:
- Senior Advisor
- Advisory Board
Job Titles:
- Senior Advisor
- Advisory Board