Carl Marks Advisors

We are excited to announce the promotion of Aadil Khan to Vice President. Aadil has been an invaluable member of our M&A team over the last two years, and we look forward to leveraging his expertise and insights as our M&A group continues to grow. Congratulations Aadil! Read the press release here: https://lnkd.in/eQ7czMii

Carl Marks Advisors is pleased to welcome back Jeffrey Pielusko!  Jeff has more than 15 years of experience helping companies address capital structure and operational issues across various industries, including consumer, retail, restaurant, health and wellness. We are excited to have him back and look forward to leveraging his expertise and leadership as we continue to group our practice. Read the press release here: https://lnkd.in/eQ7czMii

Lingering supply chain issues, high interest rates, inflation, and staffing issues continue to impact healthcare businesses across the middle-market. Partner Jonathan Killion, CFA recently shared his insights on the healthcare landscape, forces driving disruption in the industry, and the healthcare lending environment.   Read the full insights here: https://lnkd.in/gYCkhRK4 

Carl Marks Securities, the broker-dealer affiliate of Carl Marks Advisors, recently announced the successful recapitalization of JDC POWER SYSTEMS, INC., an industry-leading provider of mission critical power solutions to the #datacenter market, with Madison River Capital. We are grateful to have engaged with JDC at a pivotal moment in their business trajectory and to our team for ensuring optimal outcomes for all involved parties. Read the full announcement here: https://lnkd.in/eV-HBEFn

Managing Partner Brian Williams recently connected with Reuters to discuss distressed M&A activity in the #oilandgas industry and supply and demand in the oil markets. He anticipates that foreign energy companies and European oil majors, who have largely exited from the U.S., are not likely to return after having limited success compared to U.S. PE players and strategic buyers with complimentary positions.  You can read the full article here: https://lnkd.in/gQ9DRBpT

Managing Partner Keith Daniels recently connected with Supermarket News to discuss how large retailers are focused on improving the “shopability” of their stores by leveraging technology and merchandising innovations to improve in-store experiences for customers, while minimizing labor costs. During the conversation, Keith discussed several different types of innovations, including the use of artificial intelligence and digital shelf tags to optimize product freshness and inventory levels. Read the full article here: https://lnkd.in/gb-fp9Ad

Carl Marks Securities is honored to have been awarded US Corporate Deal of the Year in the small middle-market category for the sale of Colonial Distributing to National Convenience Distributors at Global M&A Network, LLC 6th Annual USA M&A Mid-Market Atlas Awards. This year, Partner Warren H. Feder was featured as a panelist at the awards’ USA Growth + Deal Forum. During the roundtable discussion, Warren spoke to mid-market growth and investment priorities for the year ahead. Thank you to the Global M&A Network, LLC for their continued recognition and partnership with the firm.

As we near the halfway mark of 2024, we are reflecting on our accomplishments thus far. Earlier this year, Carl Marks Advisors was awarded multiple M&A Atlas Awards at the 15th Annual Americas M&A Atlas Awards, hosted by Global M&A Network, LLC.   Carl Marks Advisors was awarded Distressed Deal of the Year for the sale of Nova Wildcat Shur-Line Holdings (H2 Brands) to Gordon Brothers Commercial and Industrial and Nations Capital. The firm’s broker-dealer affiliate, Carl Marks Securities, was presented with the Metals Deal of the Year award for the sale of Roane Metals Group to Commercial Metals Company. Additionally, Director Michael Gordon was recognized as a 2023 America's Rising Star Dealmaker.   Congratulations to Michael on his well-deserved recognition and to the entire team on exceptional work across multiple transactions! As a firm, we are excited to build on our successes and remain committed to assisting clients in navigating challenges through 2024.   Read the full press release here: https://lnkd.in/ew_VwCka

Partner Chris Parisi recently appeared on The Exit Plan Podcast, hosted by Dana Robinson, to discuss how family-owned businesses founders and owners can prepare for a potential exit by prioritizing strong financial reporting and efficient business operations. As part of a nearly 100-year-old family-owned business himself, Chris highlights Carl Marks Advisors’ deep respect for family enterprises and the shared learning process that the firm experiences with founders and owners. Chris encourages business owners to approach private equity sponsors from a point of strength, arming themselves with tools, resources, and advisors to promote the business’ value. Listen to the full podcast episode here: https://lnkd.in/ez6xp3PZ

Partner Chris Parisi recently appeared on The Private Equity Podcast, hosted by Alex RAWlings, to discuss the investment environment and dealmaking in the middle market. Chris anticipates robust deal flow activity in the second half of 2024 and into 2025. In the podcast interview, Chris also discussed how private equity sponsors can best engage with closely held and family-owned businesses. Listen to the full podcast here: https://lnkd.in/eUcpEAtv