Investment Banking Services

Transactional Excellence

An unsolicited offer, a need for growth capital, or a family transition changes the course of a company. Our senior-led team brings Wall Street experience and the judgment of former owners. We position owners to pursue transactions with their priorities defined.

Mergers & Acquisitions

Debt & Equity Capital Advisory

Acquisitions Financing

Whether it’s managing liquidity concerns, repairing financial reporting, or resolving creditor challenges, we provide practical solutions that restore confidence and enable resolution.

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

Investment Banking Experience

Sell-Side

Transaction completed by Carl Marks Securities LLC

Sell-Side

Transaction completed by Carl Marks Securities LLC

Sell-Side

Transaction completed by Carl Marks Securities LLC

Sell-Side

Transaction completed by Carl Marks Securities LLC

Sell-Side

Transaction completed by Carl Marks Securities LLC

Sell-Side

*Securities offered through Carl Marks Securities LLC, member of FINRA and SIPC.
**Results are representative of past performance and are no guarantee of future results or success.

Sell-Side

Transaction completed by Carl Marks Securities LLC

Sell-Side

Transaction completed by Carl Marks Securities LLC

Sell-Side

Transaction completed by Carl Marks Securities LLC