Gulf Coast Scientific, a 25-year leader in non-invasive diagnostic testing and the maker of the FDA-approved, market-leading urea breath test for H. pylori, sought a strategic partner to expand awareness, accelerate global growth, and support its pipeline of pulmonary-based diagnostic tests.

Carl Marks Securities advised the Gulf Coast family through a comprehensive sale process, identifying SSI Diagnostica Group, a global infectious-disease diagnostics leader with complementary gastric, respiratory, and blood-borne testing platforms, as the optimal acquirer.

Gulf Coast was successfully sold to SSI Diagnostica Group, with leadership joining SSID’s management team. The combination enhances global reach, strengthens the companies’ H. pylori diagnostic offerings, and positions the platform for continued innovation and international expansion.

Colonial Distributing, a family-built Florida leader in convenience-store distribution with both direct-delivery and cash-and-carry warehouse models, engaged Carl Marks Securities (CMS) to explore strategic options for continued growth.

CMS guided a targeted process that highlighted Colonial’s unique hybrid model, strong Florida footprint, and deep customer relationships, making it an attractive strategic fit for National Convenience Distributors (NCD), which sought entry into the Southeast market.

The resulting merger brought Colonial into NCD’s expanding East Coast distribution network while preserving cultural alignment and enhancing customer service opportunities for Colonial’s 5,000+ retail partners.

JDC Power Systems (JDC), a mission-critical data center power solutions provider, engaged Carl Marks Securities (CMS) to sell its three core businesses while separating two others amid a sharp performance rebound in 2023.

CMS ran a broad process targeting 300+ buyers, anchored valuations on 2023 EBITDA, and selected Madison River Capital (MRC) as JDC’s partner as demand surged with AI-driven power needs.

CMS leveraged JDC’s strong 2023 results to negotiate a higher purchase price, culminating in a $190 million recapitalization with MRC in June 2024.

Royal Products, a premier CNC machine-tool performance accessories manufacturer founded in 1946, sought a new partner to support its next phase of growth while preserving the company’s long-standing values, culture, and legacy.

CMA was engaged to run a targeted sale process that balanced financial objectives with management’s priority of finding a culturally aligned buyer.

CMA guided leadership through extensive buyer interest and identified Heartwood Partners as the ideal acquirer. Royal Products was successfully sold to Heartwood Partners, with the CEO and COO remaining in leadership and investing alongside the new owner, positioning the company to capitalize on industry growth and pursue strategic acquisitions.

Cornerstone Treatment Facilities Network, an employee-owned, state-licensed provider of inpatient addiction withdrawal, stabilization, and rehabilitation services, engaged Carl Marks Securities (CMS) to pursue a sale after decades of operating two best-in-class facilities in Queens and the Hudson Valley.

CMS led a long, extensive sale process beginning in 2019, navigating pandemic disruptions, shifting buyer dynamics, and industry-wide healthcare challenges while maintaining alignment with the company’s mission and its ESOP employee-owners.

The transaction ultimately resulted in a successful sale to Aurora Health, underscoring CMS’ deep healthcare expertise and commitment to guiding clients through complex, high-stakes processes to achieve the best outcome for all stakeholders.

Roane Metals, a leading Tennessee-based ferrous and non-ferrous scrap metal recycler founded in 2004, engaged Carl Marks Securities (CMS) to explore a sale after successfully growing volume despite pandemic-related supply chain and labor challenges.

CMS ran a broad auction that attracted interest from multiple international steel companies and ultimately identified Commercial Metals Company (CMC) as the best strategic partner to carry forward Roane Metals’ legacy.

Despite seven consecutive months of declining industry prices, CMS preserved the buyer’s initial offer and guided the transaction to a successful close, delivering a strong outcome for the company and its stakeholders.

WE Transport, a family-owned provider of outsourced transportation services for special-needs and general education students across the New York metropolitan area, grew over six decades to a fleet of 2,000+ vehicles and 2,800 employees, serving school districts, municipalities, and nonprofit organizations.

CMA was engaged as exclusive financial advisor to the Marksohn family, leveraging deep experience with family-owned businesses to identify the right strategic partner and run a tailored sale process focused on cultural fit, continuity, and long-term growth.

WE Transport was successfully sold to Beacon Mobility, creating strong strategic synergies and expanding Beacon’s New York footprint, with CMA securing an outcome aligned with the needs of the family, employees, and customers.

Jet Line Products, a third-generation family-owned pool equipment and supplies distributor, engaged CMA to explore strategic options and ultimately pursue a sale amid strong industry demand during the pandemic.

CMA identified and negotiated a transaction with Pool Corporation that delivered substantial liquidity to the Epstein family while preserving the company’s culture and enabling the third generation to continue in executive roles.

The successful sale highlights CMA’s deep expertise in advising family and closely held businesses through complex transitions, even in challenging market conditions.

Hawkins Point, founded by Heather Morris Kyer and Steve Mersky, grew into a leading life-sciences consulting firm serving top clients across the drug-development and patient-journey continuum. When Covid prompted them to reassess their future, they turned to Carl Marks Securities for guidance on next steps.

Carl Marks Securities ran a targeted sell-side process focused on culturally aligned buyers with life-sciences expertise, reflecting the founders’ commitment to their 100-person team.

The firm ultimately chose Verista and Lightview Capital, securing the desired financial exit while providing a strong cultural and strategic fit for continued growth.

Coastal Concrete, a leading ready-mixed concrete and aggregates producer with 10 plants and a strong market position across high-growth regions in coastal South Carolina and Georgia, sought a strategic buyer to support long-term growth after decades of expansion.

CMA served as exclusive financial advisor, leveraging its deep industrials expertise to run a targeted sale process, identify the ideal strategic partner, and maximize enterprise value while ensuring alignment for employees and customers.

With CMA’s guidance and partnership, Coastal Concrete’s assets were successfully sold to Thomas Concrete Group AB, expanding Thomas’s U.S. footprint and creating a strong platform for continued growth.