Challenges in the healthcare industry abound, as businesses have no alternative but to innovate or otherwise head for a restructuring or possibly bankruptcy.  Looking at 2018, is there reason for optimism and what does this mean for owners, operators, investors and capital providers? Carl Marks Advisors’ Jonathan Killion, a Managing Director with over 10 years of financial restructuring and investment banking experience including in healthcare, provides a snapshot on the industry looking ahead. Q1:  Looking ahead at 2018, what opportunities are you seeing in middle market healthcare?  At Carl Marks Advisors we continue…READ MORE >

Industry Snapshot With Steven Agran, Managing Director

Managing Director, Steven Agran, looks ahead at what’s in store for the transportation sector in 2018. Q1. What key challenges lay ahead for US transportation manufacturers and service providers in 2018? After a lackluster beginning for the year, truck sales and freight volume have exceeded 2016 levels and are in position to experience another strong year in 2018.  Volume is always a great equalizer in the industry and tonnage was up 10% in October. With that robust outlook, there are obstacles for 2018 and requirements as the trucking industry begins a dynamic change for…READ MORE >

Finance Pro: Harvey Put ‘Exclamation Point’ on Changing Oil and Gas Scene

 by  Matthew V. Veazey | Rigzone Staff |Thursday, October 26, 2017 Rigzone asks energy finance pros about potential post-hurricane oil and gas investment. Hurricane Harvey left a path of destruction along much of Texas’ Gulf Coast region. For many homeowners, businesses and others, the process of recovering from wind damage and extensive flooding will be a long-term proposition. The storm also affected oil and gas infrastructure in the region, but the recovery on that front appears to have been much less prolonged. For a closer look at the storm’s impact on the Texas Gulf…READ MORE >

CAREER SPOTLIGHT: The Path to Success as an Investment Banker

Scott Webb, Senior Managing Director How has your career progressed during your time at CMA? How long have you been here? I’ve been with CMA now for over 10 years. I started as an analyst and am now a Senior Managing Director and co-head of the investment banking restructuring practice. I have a unique perspective, having spent the majority of my career at CMA and being part of the firm’s evolution. Looking back on the growth and successes we have achieved is very rewarding. What originally drew you to a career in investment…READ MORE >

Complex Solutions to Complex Deals

Q&A with Partner Evan Tomaskovic In your view, how are these unconventional, quirky deals different from plain vanilla transactions, and are they characteristic of the lower mid-market? One of the main differences we tend to experience on a Carl Marks Advisors Investment Banking (IB) engagement are complexities or hurdles that are unique to each transaction. Often, these are first-time scenarios the deal team faces.  Needless to say, these situations require intense commitment by all parties involved and extensive problem-solving skills to get to a closing. The complex and unique nature of these deals…READ MORE >