Selling a company is often the most important financial transaction in an owner’s life. Having owned, grown and sold our own operating businesses in the past, Carl Marks truly understands the significance of this transaction and works tirelessly to close the right deal with the right buyer at the best price.

As a fourth generation family-owned, entrepreneurial business with a 90 year heritage, our experienced team professionals of professionals brings an ownership mindset and investor acumen to M&A transactions for entrepreneurs of family businesses.

Family Business Expertise:
Understanding what the business provides to each family member and addressing these needs is a unique skill set of Carl Marks Advisors derived from working with many different families, each with its own issues, and is essential to the successful execution of a sale.

Senior Level Attention:
The Partners of Carl Marks Advisors provide high-touch service, quarterbacking the sale transaction from sale preparation to closing. Unlike many other firms, there is no “Bait and Switch”. We bring senior-level attention to each aspect of the deal and guide the seller throughout the entire sale process.

Wall Street and “Street” Smarts:
The Carl Marks Advisors team combines the skill set of bankers from top Wall Street firms with the street smarts and practical experience of partners that have owned, operated, financed and sold their own business. We are pragmatic, with a roll-up-our-sleeves approach, bringing real world experience in closing transactions.

Creative Solutions to Complex Problems:
The bankers at Carl Marks Advisors bring a sophisticated and creative mind set to companies that are “under the radar” of the bulge bracket investment banking firms or have unique circumstances to unlock value. We look at each situation individually and develop innovative solutions and close complex transactions, delivering substantial value for our clients.

Integration of our Investment Banking and Consulting Groups:
The insight of our operational consultants help identify key issues before going to market, improving the Company and increasing its value for sale.