Carl Marks Securities. Overview
- Service
-
Investment Bank
- Year Founded
-
1991
- Employees
-
49
- Serviced Companies
-
92
- Serviced Deals
-
63
- Serviced Investors
-
5
Carl Marks Securities. General Information
Description
Established in 1991, Carl Marks Advisors is an investment bank based in New York City, New York. The firm offers services in the areas of financial restructuring, valuation, performance management, operational restructuring, and corporate restructuring. Carl Marks Advisors assists middle-market business owners and investors with debt, growth equity, project financing, mergers and acquisitions, and mezzanine financing transactions. The firm caters to consumer products, education, energy, financial services, healthcare, manufacturing, restaurants, retail, telecommunication, media, technology, transportation, and logistics.
Contact Information
Website
www.thecmagroup.comYear Founded
Corporate Office
- 900 Third Avenue
- 10th Floor, Suite 1003
- New York, NY 10022
- United States
Carl Marks Securities. Services to Companies
Service on a Deal (63)
Carl Marks Securities. has provided services on 63 deals. It last acted as a general advisor to The Nutty Bavarian on a . The deal was made in 2026.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| The Nutty Bavarian | Advisor: General | Aug 2026 | ||
| Edge Right (Berry) | Advisor: General | Jul 2026 | ||
| Viridis Industrial Chemistry | Advisor: General | Mar 2026 | ||
| US Magnesium | Advisor: General | Feb 2026 | ||
| Gulf Coast Scientific | Advisor: General | Apr 2025 | ||
| Curran Manufacturing | Advisor: General | Apr 2024 | ||
| Colonial Wholesale Distributing | Advisor: General | Jul 2023 | ||
| Florida Marine Transporters | Advisor: General | Mar 2023 | ||
| EYP Architecture & Engineering | Advisor: General | Jul 2022 | ||
| Avadim Health | Advisor: General | Aug 2021 |
Carl Marks Securities. Services to Investors
Service on a Deal — Buy Side (2)
Carl Marks Securities. has provided buy side services on 2 deals. It last acted as a general advisor to KRG Capital Partners on a . The deal was made in 2004.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| KRG Capital Partners | Advisor: General | Sep 2004 | ||
| Fingerhut | Advisor: General | Nov 1998 |
Service on a Deal — Sell Side (4)
Carl Marks Securities. has provided sell side services on 4 deals. It last acted as a general advisor to Nighthawk Energy on a made for . The deal was made in 2018.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Nighthawk Energy | Advisor: General | Jul 2018 | ||
| Abengoa Bioenergy | Advisor: General | Sep 2016 | ||
| Joan Fabrics | Advisor: General | Jul 2007 | ||
| Joan Fabrics | Advisor: General | Jul 2007 |
Carl Marks Securities. Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Carl Marks Securities. FAQs
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When was Carl Marks Securities. founded?
Carl Marks Securities. was founded in 1991.
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Where is Carl Marks Securities. headquartered?
Carl Marks Securities. is headquartered in New York, NY.
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What is the size of Carl Marks Securities.?
Carl Marks Securities. total number of employees/professionals is 49.
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What service provider type is Carl Marks Securities.?
Carl Marks Securities.'s service provider type is Investment Bank.
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