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 >


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 >

Mark L. Claster Elected Chair of North Shore-LIJ Health System

GREAT NECK, NY-- The North Shore-LIJ Health System today announced the election of Mark L. Claster as the new chair of its Board of Trustees. Mr. Claster, a resident of Roslyn, NY, succeeds Richard D. Goldstein, who held the position since 2010. Mr. Claster has been a trustee for more than 20 years, serving as chair of the board’s Quality Committee from 2000 to 2012. He also serves on the Executive Committee of North Shore-LIJ’s Lenox Hill Hospital and Staten Island University Hospital, and as member of the Joint Board of Overseers at…READ MORE >


November 2007 (New York) – Carl Marks & Co. LP, a family-owned investment firm focusing on corporate revitalization, investment banking and principal investing, has purchased a minority interest in Capital Counsel LLC, a registered investment advisory firm, based in New York. Founded in 1999, Capital Counsel manages concentrated portfolios for individuals, families, foundations and endowments. The firm has prospered by building long-term relationships with its clients which span several generations.  Assets under management exceed $1 billion. F Randall Smith, president and co-founder of Capital Counsel, said, “We believe having Carl Marks as an…READ MORE >
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