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Carl Marks Advisors Expands Restructuring Advisory Team with the Addition of Steven F. Agran

NEW YORK, March 13, 2017 – Carl Marks Advisors, a leading restructuring advisory and investment banking firm to middle market companies, today announced that Steven F. Agran has joined the firm as Managing Director, working on restructuring deals and relationship management and marketing in the northeast. Steven brings more than 20 years of experience providing turnaround and interim management services to financially distressed companies. He has worked across a wide range of industries including trucking & transportation, distribution, food production & services, consumer products, manufacturing, businesses services, retail and healthcare sectors. Prior to…READ MORE >
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Carl Marks Advisors Adds Managing Director to Support Business Development

NEW YORK, February 28, 2017 – Carl Marks Advisors, a leading corporate restructuring and investment banking firm to middle market companies, today announced the appointment of Don Sheehan as a Managing Director. In this role, he will head up business development activities in the U.S. Northeast and Mid-Atlantic regions. Don brings more than 40 years of experience as a senior banking executive and concentrates primarily on Commercial Workout involving a wide range of industries. Prior to joining Carl Marks Advisors, Don was a market manager within the Fleet and Bank of America commercial…READ MORE >
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Carl Marks Advisors Kicks Off New Year With Three Promotions and a Growing Team

NEW YORK, January 24, 2017 – Carl Marks Advisors, a leading corporate restructuring and investment banking firm to middle market companies, is pleased to announce the following promotions, effective immediately: Jonathan Killion – Managing Director Ben Godbout – Director Parker Condie - Associate The promotions follow a very active year for Carl Marks Advisors, which in 2016 saw strong demand for its investment banking and restructuring advisory expertise, given the surge of restructurings in the oil & gas, renewable energy, grocery industries, among other sectors.  With 2017 expected to mirror 2016 trends, the…READ MORE >
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Stone-Goff Partners Announces Investment in The Channel Company

Partnership With The Channel Company Will Accelerate Growth and New Initiatives NEW YORK, December 7, 2016 – Stone-Goff Partners announced today that it has invested in The Channel Company ("TCC"), the leading provider of IT channel-related media, events and other marketing solutions to the IT channel. The investment will support several new initiatives in terms of growth in research, data, managed marketing services as well as opportunistic acquisitions of competitively-positioned industry participants. Founded in 1982, Boston-based TCC is an IT channel-focused B2B marketing platform enabling technology companies to target and reach their channel partners.…READ MORE >
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CM Equity Partners Announces Acquisition of Systems Planning and Analysis, Inc.

NEW YORK, July 18, 2016 – CM Equity Partners (“CMEP”), in partnership with SPA’s founder and existing management, is pleased to announce the acquisition of Systems Planning and Analysis, Inc. (“SPA”). Founded in 1972 and headquartered in Alexandria, Virginia, SPA is a pure professional services company supporting senior-level U.S. government officials with the resources and options to execute on complex decisions in support of their mission, which often involves key aspects of national security.  SPA’s primary services include program management and strategic planning support, policy review and vulnerability assessment, investment prioritization, systems engineering and…READ MORE >