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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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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. The Company operates globally with central hubs located in New York, London, Hong Kong and Sydney. Carl Marks was engaged by rogenSi to explore strategic growth options, including assessing strategic M&A combinations. "The selection of the right strategic growth partner was a fundamental step…READ MORE >
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Turnarounds & Workouts Honors Carl Marks as 2014 Outstanding Investment Banking Firm

NEW YORK – August 7, 2014 – Carl Marks Advisors (“Carl Marks”), a leading consulting and investment banking advisor to middle-market companies, today announced that partners, Mark Claster, Warren Feder, Duff Meyercord, Evan Tomaskovic, and Christopher Wu have been recognized in the latest Special Report on Outstanding Investment Banking Firms by Turnarounds & Workouts, a leading bankruptcy, restructuring, and distressed investing publication that reports on industry news and analysis. The recognition honors firms that are routinely retained in the most complex and sophisticated restructuring transactions. Honorees are selected by the publication’s editorial staff…READ MORE >