November 2012

Carter Morse & Mathias ("CMM") is pleased to announce the closing of the acquisition of a substantial interest in Allied Metal Corporation ("Allied") by Prime Materials Recovery ("PMR") and the related acquisition financing. The terms of the transaction and financing were not disclosed. Carter Morse & Mathias served as PMR's exclusive financial advisor for the transactions.

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September 2012

The Connecticut Chapter of the Exit Planning Exchange ("XPX"), is pleased to announce that Ramsey W. Goodrich, a Managing Director and Partner of Carter Morse & Mathias, was unanimously elected to the Board of Directors of XPX-CT.

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Absent an extension by Congress, today's unusually favorable tax environment is scheduled to end December 31, 2012. Any business owner contemplating a sale in 2012 or 2013 needs to perform a detailed analysis and quantify how much money a few months of hesitation could cost. Given that the time required to successfully sell a business is generally between six and nine months, the next several weeks are a critical period for business owners.

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May 2012

Carter Morse & Mathias is pleased to announce that Gary Mathias has been elected to the Board of Directors of the Alliance of International Corporate Advisors (AICA), a global network of investment banking firms.

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March 2012

The Association for Corporate Growth® (ACG), the global organization focused on driving middle-market growth, announced that Ramsey Goodrich of Carter Morse & Mathias was selected as a 2012 Meritorious Service Award winner.

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November 29, 2011

Carter Morse & Mathias announced today the addition of Susan Davis president and chief executive officer of St. Vincent's Health Services, and Dr. Stephen Bloch, a general partner of Canaan Partners, to its Advisory Board.

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