Carl Marks Advisors

Provides Restaurant Quality Meals At The Touch of a Button NEW YORK and RISHPON, ISRAEL, April 10, 2018 –  Genie Enterprise Ltd, a food technology company that develops and markets smart ovens that cook healthy, tasty and affordable meals in 2-3 minutes, today announced the successful closing of its Series A round of financing, which was oversubscribed at $10 million. Carl Marks Securities LLC acted as the exclusive financial advisor on the transaction and the firm and its principals are also investors in the business. The capital raised will build Genie’s organization in…READ MORE >

Mezzanine and BDC Lenders Face Most Portfolio Challenges Less Restrictive Loan Documents Cited as Significant Risk NEW YORK, January 9, 2018 – A survey of trends in U.S. middle market lending today revealed substantial and growing concern about the higher amounts of debt leverage carried by middle market companies heading into 2018, and found that less restrictive loan documents are a significant source of worry for traditional and alternative lenders and their professional advisors.  Conducted by Carl Marks Advisors, a leading corporate restructuring and investment banking firm, the survey also concluded that alternative…READ MORE >

NEW YORK, September 21, 2017 – Carl Marks Advisors, a leading restructuring advisory and investment banking firm to middle market companies, today announced that Patrick Flynn has joined the firm as Managing Director, responsible for business development and providing financial advisory services. “I am delighted to have Patrick join our team.  His expertise in workouts and distressed situations as a direct lender and principal investor through multiple economic cycles will be an asset to our firm,” said Duff Meyercord, Managing Partner at Carl Marks Advisors. “We enthusiastically welcome him, and look forward to…READ MORE >

NEW YORK & HOUSTON, August 24, 2017 – Carl Marks Advisors, a leading corporate restructuring and investment banking firm serving middle market companies, today announced the promotion of Brian Williams to Partner. With a primary focus in the energy industry, Mr. Williams has 20 years of strategic advisory, operating and investment banking experience, including executive management, mergers and acquisitions, private capital raises, restructuring and principal investing. “Brian has brought critical insight, significant transaction experience and senior level expertise to each of our engagements in the energy sector,” said Duff Meyercord, a Managing Partner at Carl…READ MORE >

NEW YORK, April 12, 2017 – Carl Marks Advisors, a leading corporate restructuring and investment banking firm to middle market companies, today announced the promotion of Scott Webb to Senior Managing Director and David Endo to Director on the investment banking team. Scott Webb, who has held positions of increasing responsibility since joining Carl Marks Advisors in 2007, will be co-head of the investment banking restructuring vertical alongside Partner Evan Tomaskovic. He specializes in advising companies, secured lenders and other creditor groups in complex financial restructurings, distressed mergers and acquisitions, and other special situations that require…READ MORE >