Investment Banking Associate (Southport)
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.
