Articles Written By: kboas

Consortium to Acquire Carl Marks Investment SDI Media

LOS ANGELES – February 19, 2015 – A consortium of Japanese companies has signed a definitive agreement to acquire SDI Media (“SDI”), a global market-leading localization company serving the media and entertainment industry. SDI is an investment of CM Media Partners, an affiliate of Carl Marks & Co. (“Carl Marks”). The consortium acquiring SDI is led by Imagica Robot Holdings Inc. and includes the Cool Japan Fund and Sumitomo Corporation. The members of the consortium are engaged in a wide range of media and entertainment related businesses, including creative and post-production services, content…READ MORE >

The Deal Provides Coverage of Carl Marks’s Emerging Managers Effort and Partnership with Sand Oak

Private equity firm Sand Oak Capital LLC has teamed up with Carl Marks & Co. as part of the latter's renewed effort to incubate and build investment businesses. The firms unveiled their partnership on Oct. 15. New York-based Sand Oak, formed by Jeremy Schwimmer and Jeffrey Mizrahi last year, targets industrial and manufacturing companies in the Rust Belt with revenue of $20 million to $200 million. Sand Oak invests between $10 million to $50 million of equity. "There are so many companies in the industrial and manufacturing space that do not have succession…READ MORE >

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 Marks also serves as…READ MORE >

Sand Oak Capital Announces Partnership with Carl Marks & Co.

NEW YORK – 2014 – Sand Oak Capital LLC (“Sand Oak”) announced today that it has partnered with Carl Marks & Co. (“Carl Marks”), a New York-based merchant bank, to acquire privately held industrial companies.  Sand Oak teams with existing ownership or management by investing $10 million to $50 million of equity and providing strategic and operational support to companies across the United States with a particular focus on the U.S. Rust Belt, the region spanning New York to Wisconsin. “The U.S. Rust Belt is an extremely attractive area for investment,” said Jeremy Schwimmer,…READ MORE >