Principal Investing

Opportunity Fund (1962)

Private Equity (1971)

Real Estate (1983)

Distressed Securities (1983)

Merchant Partners (2006)

Advisory Services

Corporate Revitalization and Investment Banking (1991)

Healthcare Partners (2008)

Throughout the years, the company has remained family owned and operated.

For three generations, Carl Marks has carried on its enduring history of creating value through clear thinking, thoughtful strategy, creative advice, and adept execution of plans, all built on a solid foundation of hard work, integrity, and values that have endured over time.