Carl Marks Advisors is a nationally recognized corporate restructuring and investment banking firm with a focus on serving middle-market companies. As an entrepreneurial business with a long-standing family heritage, our experienced team of professionals brings an owner-investor mindset to every assignment.

At Carl Marks Advisors, we see a critical need for middle-market businesses to cut through the clutter of rapidly changing, complex issues and to quickly identify and execute the best solutions. Our aggressive and practical approach to these challenges drives success for clients. This may mean addressing difficulties faced by an underperforming business, or helping investors maximize value. Regardless of the challenge, the passion and commitment that Carl Marks Advisors brings to each engagement is highly valued by clients and produces real results.

To deliver on this promise, Carl Marks Advisors offers a full spectrum of solutions. Our investment banking team helps clients meet challenges across the full investment cycle, from identifying strategic opportunities, to unearthing financing options and extracting value through divestiture or a recapitalization.

Our restructuring team specializes in providing interim leadership and driving performance improvements within organizations confronted by challenges. We quickly assess the critical business and financial issues, and operating levers, to provide expert advice and execution that brings performance into line and optimizes results.