Balance Sheet Recapitalization
Carl Marks Advisors has deep experience advising companies, investors, lenders and other stakeholders in complex financial restructurings, including full balance sheet recapitalizations. We diagnose, design and negotiate optimal balance sheet solutions that enable enterprises to maximize value in the long term.
Debt & Equity Capital Raise
Carl Marks Advisors helps companies source, structure, and close financings of all kinds. We tap our broad network of money-center banks, hedge funds, specialty finance companies, asset based lenders, private equity funds, insurance companies, and high net worth investors to create durable financing solutions for our clients. Securities offered through Carl Marks Securities LLC, member of FINRA and SIPC.
Mergers & Acquisitions
Carl Marks Advisors professionals efficiently execute mergers and acquisitions from beginning to end. We source potential buyers/sellers, review and analyze contemplated transactions, manage the process with dedicated senior level personnel, and drive to a closing.
Strategic Alternatives Evaluations
The best pathways and viable strategic alternatives available for companies in growth mode or undergoing transition are not always clear. Additional options need to be created, explored and distilled into concrete strategies that can be executed with confidence. Carl Marks Advisors has steered owners, boards of directors, management teams, and stakeholders through the process many times over.
Valuations & Opinions
The Carl Marks Advisors team has a wealth of experience providing valuations in virtually every industry. Our team delivers educated, objective perspectives to a wide variety of constituents, including shareholders, lenders, and alternative capital providers. We employ an in-depth analytic process as well as our own personal experiences as owners and operators to every situation.
Family & Closely Held Businesses M&A
Selling your company is often the most important financial decision the owner(s) of a family 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 to family businesses in these situations, working tirelessly to navigate the complexities and close the right deal with the right buyer at the right price.