Opportunities for Emerging Managers

Carl Marks Anchors Stone-Goff Partners

Merchant Bank Forms New Partnership as it Enters its Tenth Decade NEW YORK, October 27, 2015 – Carl Marks & Co. (“Carl Marks”), a 90-year-old merchant bank with a long history of incubating investment businesses, announced its newest partnership, with Stone-Goff Partners (“SGP”), a private equity firm that invests in consumer and services companies. SGP is led by Hannah Stone Craven and Laurens Goff, who together have more than 40 years of relevant private equity experience. They formed SGP in 2010. “We are impressed by Hannah, Laurens and the business they have built…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 >
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