Carl Marks Advisors
Carl Marks Advisors is a privately held U.S. investment bank founded in 1991 that provides M&A, capital advisory, and turnaround and restructuring services to middle-market family-owned, closely held, and distressed businesses, with offices in New York, Bedminster, Charlotte, and Houston.
- Company typePrivate
- Founded1991
- HeadquartersWest New York, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
Carl Marks Advisors firmographics
Firmographics- Name
- Carl Marks Advisors
- Legal name
- Carl Marks Securities LLC
- Website
- https://carlmarksadvisors.com
- Company type
- Private
- Founded year
- 1991
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Carl Marks Advisors is a privately held U.S. investment bank founded in 1991 that provides M&A, capital advisory, and turnaround and restructuring services to middle-market family-owned, closely held, and distressed businesses, with offices in New York, Bedminster, Charlotte, and Houston.
- Ownership category
- akta.pro rank
Carl Marks Advisors industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- M&A Advisory (Buy-Side & Sell-Side) (BPAHAOAA)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs) (BPAHAOAG)
Keywords
Where Carl Marks Advisors is headquartered
LocationHeadquarters
- HQ city
- West New York
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Carl Marks Advisors business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Banking Advisory: Advisory fees generated from mergers and acquisitions, debt and equity capital advisory, and acquisition financing engagements for middle-market companies.
- Turnaround & Restructuring Advisory: Professional service fees for financial restructuring, creditor support, operational advisory, and turnaround management engagements.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Carl Marks Advisors product offering
Product offeringCore offering
Carl Marks Advisors (CMA) is a financial advisory firm providing investment banking and turnaround/restructuring services to middle-market companies, with a particular focus on family-owned and closely held businesses. Its investment banking practice delivers mergers and acquisitions advisory, debt and equity capital advisory, and acquisition financing. Its turnaround and restructuring practice delivers creditor support, financial and operational advisory, strategic and transaction advisory, and turnaround management to companies facing financial or operational stress.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Banking Services Advisory services for middle-market family-owned and closely held businesses, encompassing mergers and acquisitions, debt and equity capital advisory, and acquisition financing.
- Mergers & Acquisitions M&A advisory services that position owners to pursue transactions with priorities defined, informed by decades of middle-market transactions.
- Debt & Equity Capital Advisory Capital advisory services helping clients raise debt and equity financing for business transactions and growth initiatives.
- Acquisition Financing Advisory services focused on financing solutions for acquisition transactions.
- Turnaround & Restructuring Services Financial advisory services designed to stabilize businesses under stress, including creditor support, financial and operational advisory, strategic and transaction advisory, and turnaround management.
- Creditor Support Restructuring advisory services providing support to creditors during business turnaround situations.
- Financial & Operational Advisory Advisory services helping businesses under stress stabilize their financial and operational functions.
- Strategic & Transaction Advisory Advisory services guiding stakeholders through critical decision points during restructuring or transaction processes.
- Turnaround Management Management advisory services for businesses under stress, delivering clarity and results in challenging situations.
Companies that use Carl Marks Advisors
Customer profileSegments3 records
Ideal customer profiles2 records
Carl Marks Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Carl Marks Advisors partnerships and signals
Strategic signalScale indicators2 records
Carl Marks Advisors competitors and assessment
Company assessmentMarket position
Customer concentration
Carl Marks Advisors social profiles
Digital presenceCarl Marks Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Carl Marks Advisors leadership team
Management profileNumber of profiles
Carl Marks Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Carl Marks Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Carl Marks Advisors
What does Carl Marks Advisors do?
Carl Marks Advisors (CMA) is a financial advisory firm providing investment banking and turnaround/restructuring services to middle-market companies, with a particular focus on family-owned and closely held businesses. Its investment banking practice delivers mergers and acquisitions advisory, debt and equity capital advisory, and acquisition financing. Its turnaround and restructuring practice delivers creditor support, financial and operational advisory, strategic and transaction advisory, and turnaround management to companies facing financial or operational stress.
Is Carl Marks Advisors a public or private company?
Carl Marks Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Carl Marks Advisors founded?
Carl Marks Advisors was founded in 1991. It employs 51 to 100 people.
Where is Carl Marks Advisors based?
Carl Marks Advisors is headquartered in West New York, United States, in the North America region.
How does Carl Marks Advisors make money?
Two revenue lines are on record. Investment Banking Advisory is the primary driver. The others are turnaround & Restructuring Advisory.
Does Carl Marks Advisors have an API?
No public API is recorded for Carl Marks Advisors.
What industry is Carl Marks Advisors in?
Carl Marks Advisors's product category is Financial Advisory Services. Its primary akta.pro industry code is BPAHAOAA, M&A Advisory (Buy-Side & Sell-Side), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.