Selling your company is often the most important financial decision the owner(s) of a family or closely held business will ever make.
As part of a fourth-generation family-owned, entrepreneurial business, Carl Marks Advisors truly understands this dynamic, and the pressures it brings at this critical juncture in the life of a company. Our team acts as a trusted advisor in these situations, working tirelessly to navigate the complexities and close the right deal with the right buyer at the right price.
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We 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 partner-level attention to each aspect of the deal and guide the seller throughout the entire sale process.
Whether looking to sell a business, grow through an acquisition, or spin-off a business unit, Carl Marks Advisors has the in-depth knowledge and experience required to help clients achieve their strategic and financial goals. We are a true partner that will help guide you into and through the next phase of your business evolution, with the skillset, market knowledge and experience to get there.
Examples of Our Work
Engagements
M&A Sell-Side Advisor
WE Transport
Has been acquired by Beacon Mobility, a portfolio company of Audax
M&A Sell-Side Advisor
Pet Qwerks
Has been acquired by Petmate, a portfolio company of Olympus Partners
