Carl Marks Wins M&A Advisor Award for Professional Services Deal of the Year

Carl Marks Advisors received the Professional Services Deal of the Year award for the mid-market category at the 22nd Annual M&A Advisor Awards for its work on behalf of architecture and design firm EYP Group Holdings in its sale to Page Southerland Page.

December 7, 2023 Carl Marks Advisors | M&A Advisor Awards | Scott Webb | The M&A Advisor Ian Koplin

Carl Marks Advisors’ Krattiger Appointed to TMA Board of Trustees

Jeanine Krattiger, a managing director at Carl Marks Advisors, an investment bank providing financial and operational advisory services to middle-market companies, was named to the board of trustees of the Turnaround Management Association.

October 27, 2023 Carl Marks Advisors | Evan Tomaskovic | Jeanine Krattiger | Turnaround Management Association Ian Koplin

Changing Patterns: Why Alternative Financing Has Become More Attractive to Middle-Market Borrowers

More middle-market borrowers are seeking alternative forms of financing as traditional lenders apply greater scrutiny to their portfolios amidst increasing regulation, opening up opportunities for non-bank asset-based lenders. Robert Lau of Carl Marks Advisors provides important context around this trend and how it will influence the market in the short and long term.

October 6, 2023 Carl Marks Advisors | Robert Lau Ian Koplin

Carl Marks Advisors Survey: More Companies Are Turning to Alternative Financing

According to a survey sponsored by Carl Marks Advisors, rising inflation, persistent labor shortages and a desire to improve capital structures are among the key factors leading middle-market companies to seek alternative financing options.

June 14, 2023 Carl Marks Advisors | Robert Lau Ian Koplin

Supply Chains Unlikely to Stabilize Until First Half of 2024 or Beyond

According to a new survey of supply chain executives by Carl Marks Advisors, in partnership with SupplyChainBrain, more than half of all respondents don’t expect a return to a more normal supply chain until the first half of 2024 or beyond.

July 12, 2022 Carl Marks Advisors | Peter Keogh | SupplyChainBrain Ian Koplin

Ault Alliance Enters Asset Purchase Agreement with EYP for $67.7MM

EYP reached an agreement through which Ault Alliance would serve as a stalking horse for the purchase of substantially all of the assets of the company for $67.7 million, plus the assumption of significant liabilities associated with ongoing operations.

April 25, 2022 Ault Alliance | Carl Marks Advisors | EYP | Kefalari Mason Ian Koplin

Bank-Based Secured Lenders Need a 360 Degree View of Borrower Debt Structures

It seems like a new alternative lender enters the secured lending market every day. In the midst of this constant change, bank-based lenders need to be vigilant in understanding their borrowers’ debt structures as well as the motivations of the other lenders in the capital stack.

December 17, 2021 Benjiman Godbout | Carl Marks Advisors | secured lending Phil Neuffer

Carl Marks Advisors Advises WE Transport on Sale to Beacon Mobility

Carl Marks Advisors served as the exclusive financial advisor to WE Transport, a provider of outsourced transportation services to the special needs and general education communities, in its sale to Beacon Mobility.

August 12, 2021 Beacon Mobility | Carl Marks Advisors | Edith Marksohn | Walter Marksohn | Warren Feder | WE Transport Ian Koplin

Carl Marks Advisors Helps Mount Vernon Mills Secure $58.1MM Credit Facility

Carl Marks Advisors has advised Mount Vernon Mills throughout the business environment created by the COVID-19 pandemic, ultimately helping the company secure a new $58.1 million credit facility.

August 4, 2021 Bill Duncan | Carl Marks Advisors | Duff Meyercord | Mount Vernon Mills Ian Koplin

Carl Marks Advisors Earns Trio of 2021 Turnaround Atlas Awards

Carl Marks Advisors won three 2021 Turnaround Atlas Awards from the Global M&A Network, including Mid-Markets Turnaround Consulting Firm of the Year.

July 16, 2021 Carl Marks Advisors | Evan Tomaskovic | Global M&A Network Ian Koplin