Carl Marks Advises rogenSi in Sale

September 26, 2014
| Press Release

NEW YORK – September 4, 2014 Carl Marks Securities LLC has completed its role as investment banker in the sale of rogenSi to Teletech Holdings, Inc. Founded in 1968, rogenSi is a leading provider of sales and leadership performance training and applied leadership consulting to blue chip clients. The Company operates globally with central hubs located in New York, London, Hong Kong and Sydney.

Carl Marks was engaged by rogenSi to explore strategic growth options, including assessing strategic M&A combinations.

“The selection of the right strategic growth partner was a fundamental step in rogenSi’s continued evolution. Charles Boguslaski of Carl Marks provided deep knowledge of the marketplace and guided rogenSi to pair with TeleTech, a like-minded, forward-looking partner to grow the business into new markets and territories,” said Mark Felix, CEO of rogenSi.

“The combination of rogenSi’s leadership development and sales effectiveness methodologies with TeleTech’s customer experience strategy, learning innovation, multi-channel operations, and technology consulting services uniquely positions TeleTech and rogenSi to deliver greater client value on a global basis,” said Charles Boguslaski, Managing Director at Carl Marks Advisory Group. “Our team’s sector expertise and insight into the marketplace continue to prove creative and invaluable in guiding successful strategic transactions.”

Carl Marks brings deep investment banking experience across a broad spectrum of vertical industries – including the professional services sector – and is oftentimes the preferred choice for M&A advisory in the middle market.

About Carl Marks Securities 

Carl Marks Securities LLC, the broker-dealer affiliate of Carl Marks Advisor Group LLC, provides financial advisory services related to private placement of debt and equity capital. Serving middle market companies, we provide a broad range of capital market alternatives as they seek financing for growth, mergers or acquisitions, restructurings or other purposes.

Carl Marks Securities LLC is a member FINRA and SIPC. Additional information about Carl Marks Securities LLC and Carl Marks Advisory Group LLC and is available at

Any testimonials contained herein may not be representative of the experience of other clients and is no guarantee of future performance or success.




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