Experience

Been There. Done That. And We’ve Got a Better Solution.

Featured Case Studies

Successful Sale of Life Sciences Consulting Firm Supporting Drug Development Lifecycle

Hawkins Point Partners
Carl Marks Securities ran a sell-side process incorporating potential strategic and financial buyers who had experience in the life sciences consulting industry.
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Successful Sale of Pet Products Firm Amidst COVID-19

Pet Qwerks
Carl Marks Advisors ran a wide-ranging sell-side process encompassing the major strategic buyers in the pet industry.
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Two-Pronged Sale Process for Power Plant Project

Norte III
Carl Marks Advisors was able to create a competitive auction dynamic utilizing multiple bid deadlines and transaction structures.
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Retaining Partners During a High Profile 363 Sale

The Monitor Group
Carl Marks Advisors ran a robust sales process for Monitor with Deloitte as the stalking horse bidder.
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Financial Advisor
Worldwide Machinery
Company Advisor
Red Monkey Foods
Lender Advisor
Beauty Counter
Company Advisor
Rubios Restaurants
Company Advisor
Rockport Group
Lender Advisor
NBG Home
Lender Advisor
Feradyne Outdoors
Interim Management
Town & Country Living
Company Advisor
Buffalo Rock
Financial Advisor
Professional Disposables International
Company Advisor
Remedi Senior Care
Chief Restructuring Officer
Dansons
Lender Advisor
K2 Pure Solutions
Lender Advisor
Array Marketing Group
Company Advisor
Himagine Solutions
Lender Advisor
Patriot Well Solutions
Financial Advisor
UniTek Global Services
Financial Advisor
Windsor Healthcare Management
M&A Sell-Side Advisor
JDC Power Systems
Has been acquired by Madison River Capital
Successful $190 Million Recapitalization of JDC Power Systems

*Securities offered through Carl Marks Securities LLC, member of FINRA and SIPC.

This material is not intended as and does not constitute an offer to sell any securities or a solicitation of any offer to purchase any securities. Such an offer or solicitation may be made only by confidential offering documents. No part of this material may be copied or duplicated in any form or by any means, or redistributed, without CMS’s prior written consent. Prospective investors should bear in mind that past performance is not indicative of future results.

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M&A Sell-Side Advisor
Colonial Distributing, Inc.
Has been acquired by National Convenience Distributors

Transaction completed by Carl Marks Securities LLC

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