Carl Marks Securities Advises Kewaunee Scientific on $55MM Acquisition of Nu Aire

Carl Marks Securities advised Kewaunee Scientific, a global company in the design, manufacturing and installation of laboratory, healthcare and technical furniture products, on its acquisition of Nu Aire, a manufacturer of equipment for laboratory and pharmacy environments.

November 4, 2024 acquisition | Advise | Carl Marks Advisors | Carl Marks Securities | Chris Parisi | Don Gardner | Evan Tomaskovic | Kewaunee Scientific | Nu Aire | Thomas D. Hull III Brianna Wilson

The Modern Turnaround Manager: The Trends, Tech and Skills Required to Navigate Today’s Market

The role of turnaround managers is evolving in today’s complex business landscape. Keith Chulumovich, Adam Duso, Robert Katz, Bobby Lau, and Stefan Piotrowski discuss the biggest challenges businesses face today, emerging trends, the impact of technology on turnaround strategies and the critical skills needed to drive success in uncertain economic times.

October 9, 2024 Adam Duso | Bobby Lau | Carl Marks Advisors | EisnerAmper | Keith Chulumovich | O'Keefe | Paladin | Robert D. Katz | Second Wind Consultants | Stefan Piotrowski | turnaround managers Terry Mulreany

Carl Marks Advisors Continues to Expand Team and Strengthen M&A Efforts

Jeffrey Pielusko has rejoined Carl Marks Advisors as managing director, focusing on operational and financial restructurings. In addition, Aadil Khan has been promoted to vice president.

September 9, 2024 Aadil Khan | Carl Marks Advisors | Chris Parisi | Jeffrey Pielusko | Jonathan Killion | managing director | Vice President Brianna Wilson

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