Investment Banking

Advisors You Can Count On

Major transactions reset expectations for value. Owners want guidance from people who know how deals work in practice, not theory.

Our senior-led team operates with an integrated advisory perspective earned through experience as investors and operators. Across M&A, acquisition financing, and capital raises, our approach improves the terms owners can secure.

Industries

From strategic planning through closing, our individualized solutions account for the value drivers of every industry we serve.

Industrial Technology & Manufacturing

Industrial Technology & Manufacturing

Industrial technology businesses face constant pressure—from global competition and rising costs to the demands of trade policy and automation. Whether in components, machining, or advanced systems, these companies power critical industries and drive competitiveness.
Consumer Products

Consumer Products

Consumer products companies create the foods, beverages, and everyday goods that define how we live and work. From specialty and packaged foods to pet care, frozen products, and private label manufacturing, this sector is dynamic, competitive, and constantly evolving with consumer tastes.
Business Services

Business Services

Business services are the backbone of the economy, keeping industries running smoothly and efficiently. From distribution and facility services to environmental solutions and IT support, these companies deliver essential capabilities that customers depend on every day.

Services

An unsolicited offer, a need for growth capital, or a family transition changes the course of a company. Our team’s Wall Street experience positions owners to pursue transactions with their priorities defined.

We are extremely appreciative of CMA's leadership and guidance throughout the transaction process. Their team played an important role in formalizing our preexisting partnership with Nu Aire, providing us with insights we might not have considered and effective ways to align our businesses to meet the diverse needs of end-users.

Thomas D. Hull III, President and CEO of Kewaunee Scientific

Meet a few of
our experts.

Our Team

Evan Tomaskovic

Managing Partner
As Managing Partner of CMA and Chief Executive Officer of Carl Marks Securities LLC, Evan brings more than 30 years of investment banking experience across mergers and acquisitions, financings, and complex situations.

Warren H. Feder

Partner
Having owned, operated, and sold his own businesses, Warren Feder brings an owner’s mindset and investor discipline to middle-market transactions, delivering value-maximizing outcomes across a wide range of industries.

Chris Parisi

Partner
Chris has over 25 years of experience in M&A, majority recapitalizations, capital raising, and strategic advisory throughout North America and internationally.

Michael Gordon

Director
Michael has over 10 years of experience in corporate mergers, acquisitions, leveraged buyouts and capital raises across a broad range of industries.

Investment Banking Articles

All Investment Banking Insights
Consumer ProductsIndustrial Technology & Manufacturing
  • Investment Banking
Sell-Side
  • Insight
How CMA Positioned a DTC Outdoor Living Products Manufacturer as a Scalable Platform with a Differentiated Brand
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Consumer ProductsIndustrial Technology & Manufacturing
  • Investment Banking
Mergers & Acquisitions
  • In the News
CMA Advises Edge Right, a Tech-Enabled Outdoor Living Products Brand, on Its Sale to Super-Sod
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  • Investment Banking
Mergers & Acquisitions
  • Podcast & Radio
Why Legacy Matters: Navigating Family Business Exits
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