The seasoned dealmakers at Carl Marks Advisors bring the mindset of owners and investors to every assignment, consistently delivering creative solutions and acting as street-wise, bold advocates for our clients.

At Carl Marks Advisors, we help middle-market business owners, investors, and their advisors resolve the tough investment banking and turnaround challenges that derive value from investments. We specialize in working through complex situations and bringing every engagement to a successful close.

For underperforming businesses, the firm’s specialized turnaround services include in-depth assessment of operating and liquidity issues, implementation of aggressive improvement plans, interim management, and bankruptcy administration when all other options have been exhausted. For businesses and investors seeking growth opportunities or the means to maximize value, Carl Marks Advisors provides a full range of investment banking solutions.