M&A

Selling your company is often the most important financial decision the owner(s) of a family or closely held business will ever make. As part of a fourth-generation family-owned, entrepreneurial business, Carl Marks Advisors truly understands this dynamic, and the pressures it brings at this critical juncture in the life of a company. Our team acts as a trusted advisor in these situations, working tirelessly to navigate the complexities and close the right deal with the right buyer at the right price.

We provide high-touch service, quarterbacking the sale transaction from sale preparation to closing. Unlike many other firms, there is no “Bait and Switch.” We bring partner-level attention to each aspect of the deal and guide the seller throughout the entire sale process.

Whether looking to sell a business, grow through an acquisition, or spin-off a business unit, Carl Marks Advisors has the in-depth knowledge and experience required to help clients achieve their strategic and financial goals. We are a true partner that will help guide you into and through the next phase of your business evolution, with the skillset, market knowledge and experience to get there.