Integrated Transactional and Operational Expertise

Carl Marks Advisors brings an owner-investor mindset to every assignment, delivering creative solutions and acting as street-wise, bold advocates for our clients. We are proactive and persistent, breaking through roadblocks and identifying viable paths forward. Our integrated client service teams unite transactional and operational expertise to create effective solutions in complex situations, and position healthy companies for future growth.

Operational Services

For organizations seeking to optimize performance, our experts have the experience, business acumen and industry expertise to help. Carl Marks Advisors’ operational services include strategic assessment, operational and financial performance improvement, interim management, cash management, business planning, restructuring, and, when all other options have been exhausted, bankruptcy administration.

Transactional Services

Whether recapitalizing an existing balance sheet, raising debt or equity capital, or executing M&A, Carl Marks Advisors helps clients understand, structure, negotiate and successfully close transactions.

See an example of how our professionals use investment banking and operational experience to deliver the best result.