Expertise
Drives
Success
Selling a family-owned or closely held business is one of the most important financial and personal decisions you’ll ever make. With CMA’s decades of experience and Wall Street rigor behind you, we help you secure the most favorable terms that reflect the true value of what you’ve built.
Because our team has owned, built, and sold businesses themselves, we understand what’s at stake when it’s your life’s work on the line.
We act as trusted advisors in M&A situations, bringing both financial discipline and an owner’s perspective — and we work tirelessly to close the right deal with the right buyer at the right price.
Get in Touch
Want to explore your options in more detail? Fill out this form to arrange a call or meeting at your convenience.
We provide high-touch, partner-level service, quarterbacking the sale transaction from preparation to closing. Unlike many other firms, there is no “Bait and Switch.”
Whether you’re looking to sell a business, grow through a merger or acquisition, or spin off a business unit, CMA has the in-depth market knowledge and skillset required to help you achieve your strategic and financial goals. We are a true partner that will guide you into and through the next phase of your business evolution.
Related Experience
Transaction completed by Carl Marks Securities LLC
Transaction completed by Carl Marks Securities LLC
We couldn’t have asked for a better advisor and partner than we had with the [CMA] team. They understood what was important to our founder and to the management team and guided us every step of the way through dozens of interested buyers to a tremendous result.
- Tom Sheridan, CEO of Royal
Meet a few of our experts.
Our Work Speaks for Itself.
- Investment Banking
- Insight
The AI Advantage for Specialty Manufacturers
- Investment Banking
- Insight
How AI is Shaping the Future of Specialty Manufacturing M&A
- Turnaround & Restructuring
- In the News