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. The Company operates globally with central hubs located in New York, London, Hong Kong and Sydney.

Carl Marks was engaged by rogenSi to explore strategic growth options, including assessing strategic M&A combinations.

“The selection of the right strategic growth partner was a fundamental step in rogenSi’s continued evolution. Charles Boguslaski of Carl Marks provided deep knowledge of the marketplace and guided rogenSi to pair with TeleTech, a like-minded, forward-looking partner to grow the business into new markets and territories,” said Mark Felix, CEO of rogenSi.

“The combination of rogenSi’s leadership development and sales effectiveness methodologies with TeleTech’s customer experience strategy, learning innovation, multi-channel operations, and technology consulting services uniquely positions TeleTech and rogenSi to deliver greater client value on a global basis,” said Charles Boguslaski, Managing Director at Carl Marks Advisory Group. “Our team’s sector expertise and insight into the marketplace continue to prove creative and invaluable in guiding successful strategic transactions.”

Carl Marks brings deep investment banking experience across a broad spectrum of vertical industries – including the professional services sector – and is oftentimes the preferred choice for M&A advisory in the middle market.