CMM expands its international reach into Russia, South America and Nordic regions

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September 8, 2015

The Alliance of International Corporate Advisors (AICA), an international network of middle market investment banks which was co-founded by Carter Morse & Mathias, announced the additions of two investment banks to its network, which broadens its coverage in South America, Russia and Scandinavia.

ALPAX, an independent investment bank that provides financial advice on mergers, acquisitions and fundraising in South America, joined AICA earlier this year. While Alpax is headquartered in Miami, most projects are generated and executed through offices in Argentina, Colombia, Ecuador and Paraguay and Bolivia. Business sectors of particular interest include financial institutions, retail, food and beverage and business services (healthcare, engineering / construction / hospitality). Since its founding in 2003, ALPAX has completed more than 120 M&A and fund raising transactions totaling more than $4 billion in value.

Evli Bank Plc, is a full service investment bank founded in 1985 with clients in Russia and the Nordics. Evli Corporate Finance focuses on mid-market M&A projects primarily in Russia, Sweden and Finland and offers experience in various sectors, including retail, healthcare, services, manufacturing, energy, real estate and construction. Since 2007, the team has advised on more than 100 transactions with a combined value of over EUR 7 billion. Evli also provides wealth management, equity and derivatives brokerage, and investment research.

"Since its formation in 2010, AICA has enabled CMM to deliver a combination of global breadth and local knowledge to clients. AICA's expansion into these two new strategic markets deepens this capability at a time when cross-border M&A is becoming even more important to our privately-held, middle market clients," said Michael Carter, Managing Director of CMM.

CMM's alliance partners now represent 38 firms across Europe, Asia, Australia, the Middle East, and South America. These firms enhance CMM's ability to successfully complete a transaction including identifying potential strategic buyers, investors or sellers, assisting with due diligence, and sourcing local legal and accounting advisors.

About the Alliance of International Corporate Advisors:

The Alliance of International Corporate Advisors is an integrated global network of middle-market advisory and finance firms. AICA's member firms provide a full range of advisory services to assist clients with cross-border business sales and divestitures, mergers, acquisitions, capital raises, joint ventures, and other strategic transactions. Clients of AICA member firms benefit from the personalized senior partner attention of the local firm that has been engaged, amplified by the expertise, relationships and resources of our global investment banker and advisor network.

About Carter Morse & Mathias:

Founded in 1987, Carter Morse & Mathias is a boutique investment bank specializing in advising privately held middle market companies. CMM provides a full range of investment banking services: business sales and divestitures, equity and debt capital raises, acquisition services, and pre-transaction and strategic advisory services. Time and time again, our strategic guidance and seamless transaction execution has proven crucial for clients, many of whom we represent in their once-in-a-lifetime transaction. For nearly 30 years, CMM's combination of hands-on Managing Director involvement and extensive network of domestic and international resources has enabled us to help hundreds of business owners plan, execute, and close transactions that maximize shareholder value. CMM's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

About Carter Morse & Goodrich

Located in Southport, Connecticut, 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. While CMG provides a full range of investment banking services, our primary focus is representing owners who are pursuing their once-in-a-lifetime M&A transactions. CMG specializes in advising leading companies in niche markets to plan, prepare, execute, and close successful transactions that maximize shareholder value. CMG fully understands and appreciates the unique dynamics of closely-held businesses and the importance of owner legacies. For 35 years, 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.

CMG's Broker/Dealer affiliate, Carter Capital Corporation, is a FINRA member firm registered with the SEC and SIPC.

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