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Carl Marks Advisors

Full company profile

uuid00spciz

Namestring
Carl Marks Advisors
Legal namestring
Carl Marks Securities LLC
Websiteurl
carlmarksadvisors.com
Company typeenum
Private
Founded yearint
1991
Short descriptiontext

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.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersWest New York, United States
HQ citystring
West New York
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment banking services, restructuring advisory, mergers and acquisitions, turnaround management, middle market advisory
Industry3 codes
1M&A Advisory (Buy-Side & Sell-Side)
CodeBPAHAOAAPrimaryYes
2Corporate Finance & Capital Advisory
CodeBPAHADABPrimaryNo
3Corporate Development & Strategic Partnerships Advisory (JVs, Alliances, Carve-outs)
CodeBPAHAOAGPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Securities, Commodity Contracts, and Other Financial Investments and Related Activities523
SIC code2 codes
  • Investment Advice6282
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Financial Advisory Services
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Investment Banking Advisory
TypeTransaction Fee
Description

Advisory fees generated from mergers and acquisitions, debt and equity capital advisory, and acquisition financing engagements for middle-market companies.

thecmagroup.com
2Turnaround & Restructuring Advisory
TypeProfessional Services
Description

Professional service fees for financial restructuring, creditor support, operational advisory, and turnaround management engagements.

thecmagroup.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

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
Functional benefit
Problem solved
Product and service9 records
1Investment Banking Services
CategoryInvestment Banking
Description

Advisory services for middle-market family-owned and closely held businesses, encompassing mergers and acquisitions, debt and equity capital advisory, and acquisition financing.

2Mergers & Acquisitions
CategoryInvestment Banking
Description

M&A advisory services that position owners to pursue transactions with priorities defined, informed by decades of middle-market transactions.

3Debt & Equity Capital Advisory
CategoryInvestment Banking
Description

Capital advisory services helping clients raise debt and equity financing for business transactions and growth initiatives.

4Acquisition Financing
CategoryInvestment Banking
Description

Advisory services focused on financing solutions for acquisition transactions.

5Turnaround & Restructuring Services
CategoryRestructuring Advisory
Description

Financial advisory services designed to stabilize businesses under stress, including creditor support, financial and operational advisory, strategic and transaction advisory, and turnaround management.

6Creditor Support
CategoryRestructuring Advisory
Description

Restructuring advisory services providing support to creditors during business turnaround situations.

7Financial & Operational Advisory
CategoryRestructuring Advisory
Description

Advisory services helping businesses under stress stabilize their financial and operational functions.

8Strategic & Transaction Advisory
CategoryRestructuring Advisory
Description

Advisory services guiding stakeholders through critical decision points during restructuring or transaction processes.

9Turnaround Management
CategoryRestructuring Advisory
Description

Management advisory services for businesses under stress, delivering clarity and results in challenging situations.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Market position
Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Carl Marks Advisors

Financial Advisory Servicescarlmarksadvisors.com

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.

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

  • Investment banking services
  • Restructuring advisory
  • Mergers and acquisitions
  • Turnaround management
  • Middle market advisory

Where Carl Marks Advisors is headquartered

Location

Headquarters

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

  1. Investment Banking Advisory: Advisory fees generated from mergers and acquisitions, debt and equity capital advisory, and acquisition financing engagements for middle-market companies.
  2. 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 offering

Core 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 profile

Segments3 records

Ideal customer profiles2 records

Carl Marks Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Carl Marks Advisors partnerships and signals

Strategic signal

Scale indicators2 records

Carl Marks Advisors competitors and assessment

Company assessment

Market position

Customer concentration

Carl Marks Advisors social profiles

Digital presence

Carl Marks Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Carl Marks Advisors leadership team

Management profile

Number of profiles

Carl Marks Advisors funding detail

Funding detail

Funding 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 investment

M&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.

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