Carl Marks Advisors and its affiliate, Carl Marks Securities, provide investment banking services to middle market clients with an emphasis on family-owned or closely held businesses.
Sell-Side M&A
- Perform valuation and financial analysis
- Identify potential buyers and conduct market research
- Craft compelling sales pitches
- Manage the entire sale process to negotiate favorable terms for deal close
Buy-Side M&A
- Identify suitable acquisition targets
- Carry out extensive due diligence and financial analysis
- Structure and negotiate the deal process for clients
- Post-merger integration support
Strategic Alternatives Evaluations
- Explore various options to maximize shareholder value
- Assess and analyze alternative strategies
Private Capital Advisory
Private Equity Financing:
- Assist in raising capital through shares or ownership interests
- Leverage network of private equity firms, family offices, and high-net worth individuals to identify the best investors for our clients
Private Debt Financing
- Offer services to businesses needing to raise debt funding from private markets in the form of bonds, mezzanine debt, or structured finance
- Provide deal structuring, management, and negotiation to achieve the best possible outcome for our clients
Securities offered through Carl Marks Securities LLC, member of FINRA and SIPC
If you are considering selling your business or growing through an acquisition, contact a member of our M&A team to learn more about how we can help.
