Case Studies

Been There. Done That. And We’ve Got a Better Solution.
M&A Sell-Side Advisor
The Monitor Group
Has been acquired by Deloitte Consulting LLP
Retaining Partners During a High Profile 363 Sale
Financial Advisor
Norte III
Two-Pronged Sale Process for Power Plant Project
Financial Advisor
NextMedia Group Inc.
Diligent Negotiations in a Shifting Media Industry
Financial Advisor
American Bancorporation, Inc.
Maximizing Value in a Highly Complex Auction
Company Advisor
StoneMor Partners, LP
Successful Recapitalization of a Leading Owner and Operator of Cemeteries and Funeral Homes
M&A Sell-Side Advisor
Sun & Skin Care Research
Has been acquired by SolSkyn Personal Care LLC

Transaction completed by Carl Marks Securities LLC

M&A Sell-Side Advisor
PowerTown Line Construction
Has been acquired by Entregado Group, a portfolio company of AEA

Transaction completed by Carl Marks Securities LLC

M&A Sell-Side Advisor
Joe’s Jeans
Has been acquired by Tengram Capital Partners, Sequential Brands Group, and Robert Graham Designs

Transaction completed by Carl Marks Securities LLC

M&A Sell-Side Advisor
Pet Qwerks
Has been acquired by Petmate, a portfolio company of Olympus Partners
Successful Sale of Pet Products Firm Amidst COVID-19

Transaction completed by Carl Marks Securities LLC

M&A Sell-Side Advisor
Tribeca Oven
Has been acquired by C.H.Guenther & Son

Transaction completed by Carl Marks Securities LLC

M&A Sell-Side Advisor
Jet Line Products, Inc.
Has been acquired by Pool Corporation

Transaction completed by Carl Marks Securities LLC

Chief Restructuring Officer
Aztec/Shaffer

Sign Up for Our Newsletter

Name(Required)
This field is for validation purposes and should be left unchanged.