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Integrated Financial and Operational Advisory Services

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Carl Marks Advisors brings an owner-investor mindset to every assignment, delivering creative solutions and acting as street-wise, bold advocates for our clients. We are proactive and persistent, breaking through roadblocks and identifying viable paths forward. Our integrated client service teams unite transactional and operational expertise to create effective solutions in complex situations, and position healthy companies for future growth.

Operational Advisory

Our team of seasoned professionals with real world experience in corporate management and operations will quickly get to the core issues, provide guidance, and implement effective solutions.

Special Situations Investment Banking

Whether recapitalizing an existing balance sheet, raising debt or equity capital, or executing M&A, Carl Marks Advisors helps clients understand, structure, negotiate and successfully close transactions.

M&A and Capital Raises

Selling a family-owned or closely held business is a complex process requiring a unique set of skills. With Carl Marks Advisors on your side, we quickly cut through the clutter of rapidly changing, complex issues to identify and execute the best solution.

See an example of how our professionals use investment banking and operational experience to deliver the best result.

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New York City
900 Third Ave
33rd Floor
New York, NY 10022
212.909.8400

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