Articles Written By: kboas

CARL MARKS & CO. LAUNCHES RENEWED DRIVE TO INCUBATE AND BUILD INVESTMENT BUSINESSES

Partners with Sand Oak Capital NEW YORK – October 15, 2014 – Carl Marks & Co. (“Carl Marks”), a leading middle-market merchant bank with nearly 90 years of history and a track record of incubating investment businesses, has entered into a new partnership, the first in its renewed drive to build businesses on its platform. The partnership is with Sand Oak Capital (“Sand Oak”), a private equity firm that acquires privately held industrial and manufacturing businesses in the U.S. Rust Belt. Known for its principal investing and advisory experience, family-owned and -operated Carl…READ MORE >

Carl Marks Advises rogenSi in Sale

NEW YORK – September 4, 2014 – Carl Marks Securities LLC has completed its role as investment banker in the sale of rogenSi to Teletech Holdings, Inc. Founded in 1968, rogenSi is a leading provider of sales and leadership performance training and applied leadership consulting to blue chip clients.READ MORE >

Turnarounds & Workouts Honors Carl Marks as 2014 Outstanding Investment Banking Firm

NEW YORK – August 7, 2014 – Carl Marks Advisors (“CMA”), a leading consulting and investment banking advisor to middle-market companies, today announced that partners, Mark Claster, Warren Feder, Duff Meyercord, Evan Tomaskovic, and Christopher Wu have been recognized in the latest Special Report on Outstanding Investment Banking Firms by Turnarounds & Workouts, a leading bankruptcy, restructuring, and distressed investing publication that reports on industry news and analysis.READ MORE >