M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients
<- See full M&A Adviser list
Staff:
48
Geo:
north america
usa
Type:
small cap
boutique
Industry:
advisory
m&a
restructuring
growth
operational

Carl Marks Advisors is a U.S.-based investment bank specializing in financial and operational advisory services. The firm focuses on providing solutions for complex challenges, transition management, and growth facilitation. With a staff of 48 professionals, the firm leverages a proactive and persistent approach to help clients navigate roadblocks and achieve successful outcomes.

The company custom builds integrated service teams for each client, combining operational, transactional, and industry expertise. Senior professionals at Carl Marks Advisors are hands-on leaders who collaborate closely with clients to develop and execute improvement initiatives, allowing management teams to concentrate on day-to-day operations. With annual revenue of $35.8 million, the firm is well-established in the market for delivering tailored, effective financial solutions.

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