Carl Marks Advisors

NEW YORK, August 11, 2021 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, has served as the exclusive financial advisor to WE Transport, a provider of outsourced transportation services to the special needs and general education communities, in its sale to Beacon Mobility.READ MORE >

NEW YORK, August 3, 2021 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, today announced that it had advised Mount Vernon Mills, Inc. (“the Company”) throughout the difficult business environment created by the COVID-19 pandemic.READ MORE >

New York, June 4,  2021 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, has concluded its engagement as the exclusive financial advisor to MidCap Financial (“MidCap”) in the sale of the assets of Paper Source, Inc. to Elliott Investment Management L.P. ("Elliott").READ MORE >

New York, June 3,  2021 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, today announced the completion of the restructuring and successful sale of Aztec Events & Tents and Shaffer Sports, collectively known as Aztec/Shaffer, LLC.READ MORE >

New York and Boston, February 10, 2021 – Carl Marks Securities LLC, an affiliate of middle market investment bank Carl Marks Advisors, served as financial advisor to Hawkins Point in the sale of the leading life sciences consultancy to Verista, a transformative compliance and automation solutions organization for the life sciences industry. Financial terms of the private transaction were not disclosed.READ MORE >