Critical financial decisions require multiple stakeholders to act under compressed timelines, often before all the information is available.
As former owners, operators, and investors, our senior advisors anticipate where value is heading and get ahead of the issues that complicate transactions and restructurings. We improve the terms that we secure for our clients, from the first assessment through close.
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With hands-on, partner-level involvement, we work alongside management to pressure test business plans throughout the full lifecycle of a situation. We earned our record in the middle market one engagement at a time.
Years of Leadership
Transactions Completed
Industry Awards
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.
Some of our senior professionals have advised the same clients for over a decade. Clients return because the team you meet at the beginning is the team that executes from start to finish.
Our advisors take active roles inside the companies we serve, with experience across multiple middle-market industries. Every mandate informs how we advise our next client.
Transaction completed by Carl Marks Securities LLC
Some of our senior professionals have advised the same clients for over a decade. Clients return because the team you meet at the beginning is the team that executes from start to finish.