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Carl Marks Advisors’ Survey on U.S. Middle Market Lending Reveals Growing Concern About Borrower Leverage

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 >
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Stone-Goff Partners Announces Investment in DSG

NEW YORK, December 5, 2017 – Stone-Goff Partners (“SGP”) announced today that it has invested in DSG, a leading provider of outsourced sales training and enablement services to Fortune 500 and middle market companies in North America and Europe. The investment will support several new initiatives in terms of building out the executive team, new marketing initiatives and opportunistic acquisitions of complementary products or services. Founded in 1994, DSG enables salesforces to implement their company’s growth strategy through customized sales enablement programs. Solution offerings include sales message creation, sales process design, sales coaching system…READ MORE >
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CM Equity Partners Announces Sale of Xebec Global Corporation

NEW YORK/WASHINGTON, October 2, 2017 – CM Equity Partners (“CMEP”), a New York and Washington, D.C.-area private equity firm, announced the sale of Xebec Global Corporation (“Xebec”).  In partnership with founding management, CMEP established Xebec in June 2006 as a platform consulting company serving classified customers within the intelligence community and other Federal agencies.  Xebec provides highly specialized human intelligence solutions both domestically and abroad.  Xebec will continue to operate and serve its customers as a standalone independent company. About CM Equity Partners For over two decades, CMEP, a New York and Washington, D.C.-area…READ MORE >
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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 >
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Carl Marks Advisors Promotes Brian Williams to Partner

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 >