Carl Marks Advisors Adds Two Executives to Growing M&A Team

New York, February 4, 2020 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, today announced further expansion of its mergers & acquisitions group with the appointment of Christopher Parisi as Managing Director and Michael Gordon as Vice President. Christopher Parisi brings more than 20 years of investment banking experience to Carl Marks Advisors. He was most recently with FPG Advisory where he led M&A advisory engagements for middle market companies. Parisi has focused in part on “pre-institutional” companies—run by entrepreneurs or private partnerships…READ MORE >

Carl Marks Advisors Promotes Scott Webb to Partner

New York, December 2, 2019 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, today announced the promotion of Scott Webb to Partner. Since joining the firm in 2007, Webb has held positions of increasing responsibility and for the last two years has led the firm’s investment banking restructuring vertical alongside Partner Evan Tomaskovic. As Partner, Scott will continue to specialize in advising companies and creditor groups throughout the capital structure on financial restructurings, distressed mergers and acquisitions, capital raises and other special situations.…READ MORE >

Carl Marks Advisors Promotes Jeanine Krattiger to Managing Director

NEW YORK, May 2, 2019 – Carl Marks Advisors, a leading investment bank providing financial and operational advisory services to middle market companies, today announced the promotion of Jeanine Krattiger to Managing Director. As Managing Director, Krattiger leads the firm’s strategic marketing and business development initiatives including events, brand awareness, content marketing, and digital and internal communications. Krattiger has held positions of increasing responsibility at Carl Marks Advisors since joining the firm in 2002. “Jeanine has been a vital part of the growth and success of Carl Marks Advisors, and her business and…READ MORE >

Carl Marks Securities Advises PowerTown Line Construction on Sale to Entregado Group, an AEA Investors Company

Investment Bank Sees Growing Trend in Outsourced Essential Services to Utilities NEW YORK, February 4, 2019 – Carl Marks Securities LLC, a mid-market investment bank focused on family and entrepreneurial businesses, announced today that it served as the financial advisor to PowerTown Line Construction, LLC in its sale to Entregado Group Inc., a portfolio company of AEA Investors. PowerTown is a growing, profitable entrepreneur driven company providing best-in-class outsourced services to the leading power and utility companies throughout the Southeast and along the Eastern Seaboard. Founded by CEO Steven Townsend in 2005, PowerTown…READ MORE >

Healthcare Services Companies Continue to Struggle With a Myriad of Challenges: Reimbursement, Staffing and Technology Implementation Top Of Mind, Carl Marks Advisors Survey Reveals

Post-M&A costs to integrate technology can put companies behind Reimbursement, cash flow hampered by need to upgrade tech NEW YORK, November 12, 2018 – Healthcare service providers are confronting significant challenges with reimbursement and payments, staffing shortages, and the cost and complexity of technology implementation as the industry heads into 2019, according to a new survey by investment bank Carl Marks Advisors. Reimbursements and payments were cited by 72 percent of respondents to the Carl Marks Advisors survey as the biggest challenge for middle market healthcare service company management teams. More than 61…READ MORE >