Carl Marks Advisors/Deal History

Deal History

50+ total transactions representing $2B+ in aggregate value — 15 tracked below spanning 2014–2025 · 8 industries

50+
Total Transactions
8
Industries
2014–2025
Years Active
Business Services3
$190 Million Recapitalization of JDC Power Systems with Madison River Capital2024
Acquired by PE: Madison River Capital

Industry-leading provider of mission critical power solutions to the data center market. 24-year-old company positioned for growth driven by AI and machine learning data center boom.

$190MRecapitalizationSell Side Advisor
Sale of Hawkins Point Partners to Verista and Lightview Capital2021
Acquired by PE: Verista and Lightview Capital

Leading life-sciences consulting firm serving clients across drug-development and patient-journey continuum. Sold to Verista with Lightview Capital, securing financial exit with cultural and strategic fit.

Sell SideSell Side Advisor
Sale of PowerTown Line Construction to Entregado Group2019
Acquired by PE: Entregado Group (AEA Investors portfolio)

Florida-based provider of distribution, transmission, telecom, and substation construction services. Founder participated in future growth through equity ownership.

Sell SideSell Side Advisor
Consumer Products3
Sale of Pet Qwerks to Petmate2020
Strategic acquirer: Petmate

Leading nylon dog chew and pet toy brand founded in 2003. Sold during pandemic with robust online channels and increased pet spending helping maintain deal momentum.

Sell SideSell Side Advisor
Sale of Sun & Skin Care Research to SolSkyn Personal Care2020
Strategic acquirer: SolSkyn Personal Care LLC

Maker of Bull Frog, NO-AD, and Ocean Potion sun care brands with well-established U.S. and international retail channels.

Sell SideSell Side Advisor
Sale of Tribeca Oven to C.H. Guenther & Son2014
Strategic acquirer: C.H. Guenther & Son

New Jersey-based artisan bread manufacturer with decades of growth rooted in traditional hand-crafted baking methods. Created global baked-goods platform with extensive U.S., Canadian, and European production capacity.

Sell SideSell Side Advisor
Distribution & Logistics2
Sale of Colonial Distributing to National Convenience Distributors2023
Strategic acquirer: National Convenience Distributors

Florida leader in convenience-store distribution with both direct-delivery and cash-and-carry warehouse models. Merged into NCD's expanding East Coast distribution network.

Sell SideSell Side Advisor
Sale of Jet Line Products to Pool Corporation2020
Strategic acquirer: Pool Corporation

Third-generation family-owned pool equipment and supplies distributor. Third generation continued in executive roles after sale.

Sell SideSell Side Advisor
Healthcare Products1
Sale of Gulf Coast Scientific to SSI Diagnostica Group2025
Strategic acquirer: SSI Diagnostica Group

Industry-leading developer and manufacturer of FDA-approved H. pylori diagnostic breath test with 99%+ accuracy. 25-year-old company doing business in 27 countries sold to Denmark-based global infectious disease diagnostics leader.

Sell SideSell Side Advisor
Healthcare Services2
Recapitalization of HealthTronics with Secretariat Capital2025
Acquired by PE: Secretariat Capital

Premier provider of kidney stone management solutions serving 1,500+ physicians and 2,000+ healthcare facilities nationwide. Founded more than 30 years ago in Round Rock, Texas.

RecapitalizationSell Side Advisor
Sale of Cornerstone Treatment Facilities Network to Aurora Health2022
Strategic acquirer: Aurora Health

Employee-owned, state-licensed provider of inpatient addiction withdrawal, stabilization, and rehabilitation services with locations in Queens and Hudson Valley, NY. Extensive sale process began in 2019 and navigated pandemic disruptions.

Sell SideSell Side Advisor
Discrete Manufacturing1
Sale of Royal Products to Heartwood Partners2024
Acquired by PE: Heartwood Partners

Premier manufacturer and exclusive distributor of precision machine tool performance accessories, founded in 1946. Management team including CEO Tom Sheridan and COO Chris Jakubowsky remain in leadership and invested alongside Heartwood Partners.

Sell SideSell Side Advisor
Process Manufacturing2
Sale of Roane Metals Group to Commercial Metals Company2023
Strategic acquirer: Commercial Metals Company (NYSE: CMC)

Industry-leading ferrous and non-ferrous scrap metal recycling company founded in 2004 and headquartered in Rockwood, Tennessee. Sale completed despite seven consecutive months of decreasing scrap prices.

Sell SideSell Side Advisor
Sale of Coastal Concrete to Thomas Concrete Group AB2019
Strategic acquirer: Thomas Concrete Group AB (Sweden)

Leading ready-mixed concrete and aggregates producer with 10 plants across South Carolina and Georgia. Sold to Swedish company expanding U.S. footprint.

Sell SideSell Side Advisor
Transportation & Fleet1
Sale of WE Transport to Beacon Mobility2021
Strategic acquirer: Beacon Mobility

Family-owned provider of outsourced transportation services for special-needs and general education students across New York metropolitan area. Grown over six decades to 2,000+ vehicles and 2,800 employees.

Sell SideSell Side Advisor