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| Additional information |
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| Carl Marks & Co., Inc. |
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Overview:
AS A LONGSTANDING, RESPECTED MIDDLE-MARKET MERCHANT BANK LED BY PROFESSIONALS WITH DIVERSE, REAL-WORLD EXPERIENCE, CARL MARKS SPECIALIZES IN THE FOLLOWING PRACTICE AREAS:
Corporate Revitalization – Carl Marks corporate revitalization professionals excel at boosting the earning power and liquidity of a struggling company by business assessment and/or performance improvement services during the course of an engagement.
Distressed Securities – Carl Marks Management Company invests in the securities and debt obligations of companies experiencing financial distress and other special situations on behalf of endowment funds, foundations, and high net worth individuals. A substantial portion of the capital under management is invested by principals and shareholders of Carl Marks & Co. Inc.
Healthcare Advisory – Carl Marks Advisory professionals guide healthcare organizations toward sustainable viability. They assist organizations in enhancing performance for long-term success through operational performance turnaround and management, as well as restructuring and revenue recovery.
Investment Banking – Focusing on debt and equity sourcing, financial restructuring, and mergers, acquisitions, and divestures, the Carl Marks investment banking team boasts experience in a wide variety of industries.
Merchant Partners – A private equity affiliate of Carl Marks, Merchant Partners invests in mature, middle-market companies with enterprise values ranging between $10 million and $50 million. Focused on companies capable of improving fundamental performance, with each investment Merchant Partners provides its strategic and operational expertise to support the development and execution of an effective business plan, thus maximizing the value of the company.
Opportunity Fund – Carl Marks Opportunity Fund provides growth capital to middle market companies, targeting acquisition opportunities under $25 million in purchase price. The group also works with management to facilitate recapitalization. Its objective is to work with strong management teams to maximize growth in earnings and value.
Private Equity – CM Equity Partners is a private equity firm that makes primarily controlling investments in services-oriented companies, serving commercial enterprises and the U.S. Federal Government.
Real Estate Advisory – With years of experience in distressed real estate investment and management, Carl Marks real estate advisory professionals assist property owners, lenders, and investors to improve operations, minimize risk, and maximize the value of their real estate assets.
CORE VALUES
THROUGHOUT ITS LONG HISTORY, CARL MARKS® HAS BEEN COMMITTED TO CREATING VALUE FOR ITS BROAD BASE OF CLIENTS WHILE STRIVING TO EXCEED THE HIGHEST ETHICAL STANDARDS IN THE INDUSTRY. THE CARL MARKS NAME IS SYNONYMOUS WITH INTEGRITY — THE CORNERSTONE OF THE COMPANY’S BUSINESS SINCE 1925.
Through three generations and more than 80 years, the same culture of hard work, astute judgment, integrity, and a value-oriented approach to investing and advisory services still guide our skilled professionals. |
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History:
IN 1925, A YOUNG ENTREPRENEUR NAMED CARL MARKS STARTED A FOREIGN SECURITIES EXCHANGE BUSINESS IN THE HEART OF NEW YORK CITY. THE COMPANY QUICKLY BECAME THE PRE-EMINENT DEALER OF FOREIGN SECURITIES IN THE UNITED STATES. TODAY, THE COMPANY HAS EVOLVED INTO A PREMIER, MULTI-FACETED MIDDLE-MARKET MERCHANT BANK, DIVERSIFYING INTO THE FOLLOWING AREAS:
Principal Investing
Opportunity Fund (1962)
Private Equity (1971)
Distressed Securities (1983)
Merchant Partners (2006)
Advisory Services
Corporate Revitalization and Investment Banking (1991)
Healthcare Advisory (2008)
Real Estate Advisory (2010)
Throughout the years, the company has remained family owned and operated.
For three generations, Carl Marks has carried on its enduring history of creating value through clear thinking, thoughtful strategy, creative advice, and adept execution of plans, all built on a solid foundation of hard work, integrity, and values that have endured over time. |
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