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Carl Marks Investment Banking
Carl Marks
Financial Restructuring Experience

FINANCIAL RESTRUCTURING

  • CREDITOR AND LENDER NEGOTIATION
  • BALANCE SHEET RESTRUCTURING
  • MONITORING

 

Mergers & Acquisitions
Debt & Equity Sourcing
Financial Restructuring
 

  INDUSTRY       COMPANY       TYPE OF ENGAGEMENT  
 
Hedge Fund
     
Privately owned hedge fund sponsor with $10 billion in assets
     
Developed and implemented a restructuring of the company's balance sheet and negotiated with the various creditor constituencies


 
  Biotechnology       $30 million designer, developer and manufacturer of medical products       Advised company in bankruptcy, performed valuations, facilitated plan of reorganization and assisted and advised in securing debt and equity


 
  Technology       $80 million manufacturer of circuit boards       Assumed CRO position and renegotiated debt from creditors while creating a structured buy-out of bank debt


 
  Consumer Products       $140 million developer, manufacturer and distributor of vitamins and nutritional supplements



      Developed and implemented restructuring of the company's balance sheet and advised founding family in bankruptcy


 
  Private Equity Fund       Portfolio of companies under management       Advised general and limited partners regarding portfolio liquidity options and valuations leading to the sale of one of the portfolio companies


 
  Advertising       $85 million manufacturer and installer of trade show displays       Financial review as well as providing financial, MIS and strategic restructuring advice on behalf of the private equity owner and management


 

Balance Sheet Restructuring
Carl Marks-Creating Value(SM)