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Carl Marks Advisors kicks off new year with three promotions

NEW YORK, January 25, 2016 – Carl Marks Advisors, a leading consulting and investment banking advisory firm to middle market companies, is pleased to announce the following three promotions, effective immediately: – Charles Boguslaski – Partner – David Endo – Vice President – Jeff Pielusko – Vice President “We are pleased to offer these three individuals promotions in recognition of outstanding contributions they have made both to our practice and, importantly, in support of our clients,” said Duff Meyercord, partner at Carl Marks Advisors. “We congratulate David and Jeff on their accomplishments, and are…READ MORE >
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Carl Marks Advisors honored as outstanding turnaround firm in Turnarounds & Workouts’ special report

NEW YORK, December 4, 2015 – Carl Marks Advisors, a leading consulting and investment banking advisor to middle market companies, today announced that the firm has been recognized as an Outstanding Turnaround Firm for exceptional restructuring and advisory expertise it has brought to 2015 transactions, including in the energy, consumer/retail, grocery, and regional/community banking sector. This is according to Turnarounds & Workouts’ latest Special Report (November) that honors the top 12 Outstanding Turnaround Firms for 2015. Noteworthy Carl Marks Advisors engagements on 2015 transactions, as highlighted in Turnarounds & Workouts’ Special Report, include:…READ MORE >
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Carl Marks Advisors expands investment banking and consulting team with managing director

NEW YORK, October 28, 2015 – Carl Marks Advisors, a leading consulting and investment banking advisory firm to middle market companies, today announced that H. Brock Hudson joined the firm as managing director, supporting our investment banking and advisory teams, in the oil and gas sector.  Brock brings more than 30 years of experience as an energy lender and as a manager of oil and gas producing assets. Brock also structured and closed a number of complex and innovative financing transactions for middle market E&Ps. “Brock is  a tremendous asset to our energy team, …READ MORE >
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Carl Marks Anchors Stone-Goff Partners

Merchant Bank Forms New Partnership as it Enters its Tenth Decade NEW YORK, October 27, 2015 – Carl Marks & Co. (“Carl Marks”), a 90-year-old merchant bank with a long history of incubating investment businesses, announced its newest partnership, with Stone-Goff Partners (“SGP”), a private equity firm that invests in consumer and services companies. SGP is led by Hannah Stone Craven and Laurens Goff, who together have more than 40 years of relevant private equity experience. They formed SGP in 2010. “We are impressed by Hannah, Laurens and the business they have built…READ MORE >
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CM Equity Partners Announces Acquisition of Graco Supply & Integrated Services

NEW YORK – September 23, 2015 – CM Equity Partners (“CMEP”), in partnership with management, is pleased to announce the acquisition of Graco Supply & Integrated Services (“Graco”). Founded in 1959 and headquartered in Fort Worth, Texas, Graco is a leading value-added distributor of chemicals, specialty materials, consumables and related services to the aerospace and defense industries.  Graco’s extensive product line card consists of paints and other coatings, sealants, adhesives, surface treatments, composite materials and other shop consumables used in the manufacture and maintenance, repair, and overhaul of commercial, business and military aircraft.  Graco…READ MORE >