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David A. Woolsey Joins Carl Marks Advisory Group
September 2009
Managing Director to Focus on Business Development on the West Coast
For Immediate Release
Media Contact: Cheryl Seredy, Falls Communications
(216) 472-2385 | cseredy@fallscommunications.com
September 21, 2009 (New York) – David A. Woolsey has been named managing director of Carl Marks Advisory Group LLC (CMAG), the corporate revitalization and investment banking firm headquartered in New York. He will be responsible for business development on the West Coast.
Woolsey brings more than 40 years of domestic and international experience in the corporate commercial and real estate finance industries to Carl Marks. His expertise includes managing profit and loss, leading mergers and acquisitions and business development.
Before joining CMAG, Woolsey was group president of Capital Finance at Heller Financial Inc., where he was responsible for the strategic direction, management and financial performance of the business. Woolsey provided structured leasing and financing for industry-specific assets through direct investments, joint ventures and institutional partnerships. His experience covers a wide range of industries, including general transportation and commercial aircraft, technology and entertainment media, among other industries.
While with Heller, Woolsey established three new and profitable business segments, including Heller EMX, covering entertainment, media and technology; Venture Leasing and Finance; and Basic Industries, a fee-based merchant banking unit serving traditional large ticket lease and structured finance markets.
Prior to Heller, Woolsey served as deputy president, chief operating officer and member of the board of directors at ORIX USA Corp. (OUC), the principal U.S. subsidiary of ORIX Corp. of Tokyo, Japan. He began his career with OUC by opening the company’s San Francisco branch. He later relocated to New York and was responsible for the company’s overall business objectives, operations, corporate finance and real estate loan investments.
Previously, Woolsey was with GATX Capital Corp., where he was executive vice president and a member of the board of directors.
“David’s extensive experience in both the domestic and international markets brings a significant advantage to Carl Marks and in further growing our business,” said Mark L. Claster, partner of CMAG and president of its parent company, Carl Marks & Co. “He is highly skilled in developing lucrative business operations from the ground up and takes an energetic, entrepreneurial approach to his work, which will greatly benefit the firm and its expansion on the West Coast.”
Woolsey graduated from the University of San Francisco McLaren School of Business with a B.S. in business administration and finance. He received an M.B.A. in finance and real estate from the Haas School of Business at the University of California, Berkeley. He lives in Orinda, Calif., where he’ll be based.
About Carl Marks Advisory Group LLC and Carl Marks Securities LLC
Carl Marks Advisory Group LLC, with offices in New York, Vienna, Va., and Charlotte, N.C., provides a wide array of investment banking and financial and operational advisory services to the middle market, including mergers and acquisitions advice, sourcing of capital, financial restructuring plans, strategic business assessments, improvement plans and interim management.
Carl Marks Securities LLC, based in New York, assists its clients in executing private placements of debt and equity. The firm is a member of FINRA and SIPC. Additional information about Carl Marks Advisory Group LLC and Carl Marks Securities LLC is available at www.carlmarks.com.
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