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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 >
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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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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…READ MORE >
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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.READ MORE >