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.
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.
Carl Marks Advisors won three 2021 Turnaround Atlas Awards from the Global M&A Network, including Mid-Markets Turnaround Consulting Firm of the Year.
Carl Marks Advisors completed the restructuring and sale of Aztec Events & Tents and Shaffer Sports. Carl Marks Advisors served as restructuring advisor to the company, with partner Brian Williams acting as chief restructuring officer.
Carl Marks Securities, an affiliate of Carl Marks Advisors, served as financial advisor to Hawkins Point on its sale to Verista, a compliance and automation solutions organization for the life sciences industry.
Carl Marks Advisors served as the sell-side investment banker in the sale of Pet Qwerks, a designer and developer of innovative high-quality dog chews and interactive toys for dogs and cats, to Petmate.
Carl Marks Advisors is acting as restructuring advisor, Cantor Fitzgerald is serving as investment advisor and Greenberg Traurig is serving as legal advisor to American Addiction Centers, which filed voluntary petitions for relief under Chapter 11 of the Bankruptcy Code.
According to a Carl Marks Advisor survey, industry professional share a growing concern regarding higher amounts of debt leverage being carried by middle market companies heading into 2018.