kboas | CARL MARKS

Preferred Systems Solutions Announces Acquisition of Eagle Ray, Inc.

February 29, 2020
• CM Equity Partners

McLEAN, Va., February 29, 2020 – Preferred Systems Solutions, Inc. (“PSS”), a portfolio company of CM Equity Partners (“CMEP”), announced that it recently acquired Eagle Ray, Inc. (“Eagle Ray”), a Senior Advisory and Information Technology (“IT”) Management Consulting firm headquartered in Chantilly, Virginia.READ MORE >

Carl Marks Advisors Adds Two Executives to Growing M&A Team

February 4, 2020
• Carl Marks Advisors

New York, February 4, 2020 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, today announced further expansion of its mergers & acquisitions group with the appointment of Christopher Parisi as Managing Director and Michael Gordon as Vice President. Christopher Parisi brings more than 20 years of investment banking experience to Carl Marks Advisors. He was most recently with FPG Advisory where he led M&A advisory engagements for middle market companies. Parisi has focused in part on “pre-institutional” companies—run by entrepreneurs or private partnerships…READ MORE >

Stone-Goff Partners Announces Investment in Adar

January 22, 2020
• Stone-Goff Partners

Stone-Goff's Second Investment in Fund III is an IT-as-a-Service MSP BOSTON, January 20, 2020 – Stone-Goff Partners (“SGP”) announced that it has made an investment in Adar Inc. (“Adar”), a leading provider of outsourced IT-as-a-Service (“ITaaS”) to small and medium-sized businesses (“SMBs”). The investment will support the Company's growth initiatives, including the expansion of the sales and marketing organization and the rollout of a new Azure-based offering. Founded in 2005, Adar utilizes leading technologies to deliver comprehensive, seamlessly-integrated IT environments. The Company has a best-in-class virtual desktop interface (“VDI”) offering for customers, delivering a…READ MORE >

Carl Marks Advisors Promotes Scott Webb to Partner

December 2, 2019
• Carl Marks Advisors

New York, December 2, 2019 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, today announced the promotion of Scott Webb to Partner. Since joining the firm in 2007, Webb has held positions of increasing responsibility and for the last two years has led the firm’s investment banking restructuring vertical alongside Partner Evan Tomaskovic. As Partner, Scott will continue to specialize in advising companies and creditor groups throughout the capital structure on financial restructurings, distressed mergers and acquisitions, capital raises and other special situations.…READ MORE >

Stone-Goff Partners Announces Investment in Walker Sands

September 23, 2019
• Stone-Goff Partners

NEW YORK, September 23, 2019 – Stone-Goff Partners (“SGP”) announced today that it has invested in Walker Sands, a marketing agency focused on accelerating the growth of B2B brands. The investment will fuel further growth for Walker Sands, including new service offerings, new offices and potential acquisitions. From strategy to execution, Walker Sands offers tailored solutions to drive real business results for its B2B clients. Core capabilities include public relations, demand generation, branding, creative, marketing strategy and web. The company is a seven-time member of the Inc. 5000 list of fastest-growing companies and…READ MORE >