When decision makers face mission critical situations, they turn to the investment banking experts at Carl Marks Advisors to handle execution of the most significant financial transactions they will encounter.
Whether securing critical growth financing, selling the company, or refinancing long-term capital, we help our clients understand, structure, negotiate, and successfully close these transactions.
Mergers & Acquisitions
Our bankers develop and execute optimum strategies over the full M&A cycle, from identifying opportunities and working out the best way to initiate an investment, to extracting value through divestiture or recapitalization. Deal success begins with the right strategy and transaction goals, whether for an acquisition, merger, spin-off, or divestiture.
Ultimately, realizing financial and operational value through M&A transactions comes down to execution. The middle-market experts at Carl Marks Advisors have in-depth knowledge across industries, enabling them to provide senior-level advice and personalized attention to all transactions. Our long-standing relationships with a wide variety of companies and private equity investors ensure that we’ll find the best match to close a deal.
- Sell Side Transactions
For shareholders and management teams, undergoing a sale process is a unique and complex experience. Carl Marks Advisors specializes in streamlining this process and maximizing value through our differentiated approach to uncovering specialized buyers, discovering optimal market prices and terms, and ensuring a successful close.
- Buy Side Transactions
Value, certainty, committed financing, and due diligence are all critical elements in securing a critical acquisition. We help clients identify, negotiate, and complete strategic acquisitions that add value to their businesses.
- Strategic Advisory Services
The optimal pathways and alternatives available to companies are not always clear. Additional avenues need to be explored, but also distilled into concrete strategies that can be executed with confidence. Having steered owners, boards, management teams, and stakeholders through the journey many times over, Carl Marks Advisors has the experience to provide targeted and concise strategic assessments and solutions for our clients.
Carl Marks Advisors helps companies identify, structure, and close financings of all kinds, utilizing our broad network of money-center banks, hedge funds, specialty finance companies, asset based lenders, private equity funds, insurance companies, and high net worth investors.
- Debt Sourcing
- Traditional Reg D Private Placements
- Asset-Based Loan Facilities
- Term Loans
- Second Lien and Mezzanine Financings
- Growth Equity
- Common Equity
- Preferred and Convertible Stock
- Warrants, Options
- Liability Management
- Tender Offers
- Exchange Offers
- Consent Solicitations
- Project Finance
- Large Scale Infrastructure Financing in Energy, Transportation, and Public Works
- Experience Structuring Complex Projects in Renewable Energy and Other Sectors