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.

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.

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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.

Examples of Our Work


M&A Sell-Side Advisor

WE Transport

Has been acquired by Beacon Mobility, a portfolio company of Audax

M&A Sell-Side Advisor

Pet Qwerks

Has been acquired by Petmate, a portfolio company of Olympus Partners

Select Team Members

Evan Tomaskovic

Managing Partner
Evan has over 20 years of investment banking experience, specializing in complex restructuring, mergers and acquisitions, and financings across a variety of industries.

Warren H. Feder

Warren has more than 30 years of experience specializing in corporate mergers, sales, acquisitions, restructurings, sourcing of capital, and investing.

Christopher Parisi

Chris has over 25 years of experience in M&A, majority recapitalizations, capital raising, and strategic advisory throughout North America and internationally.

Michael Gordon

Michael has over 10 years of experience in corporate mergers, acquisitions, leveraged buyouts and capital raises across a broad range of industries.

Aadil Khan

Vice President
Aadil’s investment banking experience includes corporate mergers, acquisitions, restructurings, leveraged buyouts, and capital raises across various industries.

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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