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OVERVIEW
AS A LONGSTANDING, RESPECTED MIDDLE-MARKET MERCHANT BANK LED BY PROFESSIONALS WITH DIVERSE, REAL-WORLD EXPERIENCE, CARL MARKS SPECIALIZES IN THE FOLLOWING PRACTICE AREAS:
Corporate Revitalization – Carl Marks corporate revitalization professionals excel at boosting the earning power and liquidity of a struggling company by business assessment and/or performance improvement services during the course of an engagement.
Distressed Securities – Carl Marks Management Company invests in the securities and debt obligations of companies experiencing financial distress and other special situations on behalf of endowment funds, foundations, and high net worth individuals. A substantial portion of the capital under management is invested by principals and shareholders of Carl Marks & Co. Inc.
Healthcare Partners – Carl Marks Healthcare Partners guides healthcare organizations toward sustainable viability. Its professionals assist organizations in enhancing performance for long-term success through operational performance turnaround and management as well as restructuring and revenue recovery.
Investment Banking – Focusing on debt and equity sourcing, financial restructuring, and mergers, acquisitions, and divestures, the Carl Marks investment banking team boasts experience in a wide variety of industries.
Merchant Partners – A private equity affiliate of Carl Marks, Merchant Partners invests in mature, middle-market companies with enterprise values ranging between $10 million and $50 million. Focused on companies capable of improving fundamental performance, with each investment Merchant Partners provides its strategic and operational expertise to support the development and execution of an effective business plan, thus maximizing the value of the company.
Opportunity Fund – Carl Marks Opportunity Fund provides growth capital to middle market companies, targeting acquisition opportunities under $25 million in purchase price. The group also works with management to facilitate recapitalization. Its objective is to work with strong management teams to maximize growth in earnings and value.
Private Equity – CM Equity Partners is a private equity firm that makes primarily controlling investments in services-oriented companies, serving commercial enterprises and the U.S. Federal Government.
Real Estate – The Carl Marks Real Estate Group invests in highly entrepreneurial real estate investments for Carl Marks interests, seeking to increase the value of event-driven distressed commercial properties through operational, rehabilitative, and financial strategies.
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