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

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 sources of capital like mezzanine lenders and business development companies (BDCs) may experience the greatest challenges…READ MORE >

CARL MARKS ADVISORS AND CARL MARKS SECURITIES COMPLETE THREE COMPLEX DEALS

NEW YORK – September 29, 2017 – Carl Marks Advisors, a leading corporate restructuring and investment banking firm serving middle market companies and Carl Marks Securities, LLC, the broker-dealer affiliate,  capped off a busy and productive summer with the completion of three complex investment banking transactions in the energy and healthcare industries during the month of August: Norte III (Chihuahua state, Mexico) Triad Isotopes, Inc. (Orlando, FL) C&J Energy Services (Houston, TX) With the ability to leverage extensive experience across multiple industries including healthcare services, energy, retail/grocery, building products, manufacturing, financial services and…READ MORE >

CARL MARKS ADVISORS EXPANDS BUSINESS DEVELOPMENT TEAM WITH THE ADDITION OF PATRICK FLYNN

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…READ MORE >

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…READ MORE >

CARL MARKS ADVISORS’ EVAN TOMASKOVIC NAMED ONE OF THE TOP RESTRUCTURING & TURNAROUND PROFESSIONALS

NEW YORK – May 2, 2017 – Carl Marks Advisors, a leading corporate restructuring and investment banking firm to middle market companies, today announced that Evan Tomaskovic, a Partner at Carl Marks Advisors and manager of the firm’s investment banking group, was named among Global M&A Network's 2017's "Top 100 Restructuring & Turnaround Professionals." Evan brings over 20 years of investment banking experience, having supported mid-market companies with tailored financing solutions throughout mergers and acquisitions and restructurings. He has advised both public and privately held companies across a wide range of constituents, including management…READ MORE >