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.

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
Buy-Side M&A
Strategic Alternatives Evaluations
Private Capital Advisory
Private Equity Financing:
Private Debt Financing
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.

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