Library
carlmarks.comCrawled Oct 29, 2026
Product
6 pages- Advisory Services/advisory-services
The CMA Group helps clients solve complex problems and navigate transitions through proactive advisory services.
- CM Equity Partners/principal-investing/cm-equity-partners
CM Equity Partners provides growth capital and buyout funding for Federal services and aerospace & defense companies, leveraging industry expertise and M&A experience.
- Opportunities for emerging managers/emerging-managers
Carl Marks incubates investment businesses by forming partnerships and providing support beyond capital, such as office space and back-office services.
- Principal Investing/principal-investing
Blog
2 pages- Healthcare Services Companies Continue to Struggle With a Myriad of Challenges: Reimbursement, Staffing and Technology Implementation Top Of Mind, The CMA Group Survey Reveals/healthcare-services-companies-continue-to-struggle-with-a-myriad-of-challenges-reimbursement-staffing-and-technology-implementation-top-of-mind-carl-marks-advisors-survey-reveals
A 2018 survey by The CMA Group identified challenges for healthcare providers, including reimbursement issues, staffing shortages, and technology costs.
- The CMA Group’ Survey on U.S. Middle Market Lending Reveals Growing Concern About Borrower Leverage/carl-marks-advisors-survey-on-u-s-middle-market-lending-reveals-growing-concern-about-borrower-leverage
A 2018 survey found that middle market companies carried higher debt levels, and lenders expressed concern over less restrictive loan terms.
Press
6 pages- Carl Marks Advises Green Field Energy Services, Inc. in Sale of Assets to Gordon Brothers Group/carl-marks-advises-green-field-energy-services-inc-in-sale-of-assets-to-gordon-brothers-group
Carl Marks acted as investment banker for Green Field Energy Services in selling its equipment and inventory assets.
- Mark L. Claster Elected Chair of North Shore-LIJ Health System/mark-l-claster-elected-chair-of-north-shore-lij-health-system
- Sand Oak Capital Announces partnership with Carl Marks & Co./sand-oak-capital-announces-partnership-with-carl-marks-co
Sand Oak Capital partnered with Carl Marks to acquire privately held industrial companies, investing $10 million to $50 million in equity.
- The CMA Group Partners Honored By Global M&A Advisor/cma-partners-honored-by-global-ma-advisor
Careers & Hiring
4 pages- Careers/careers
- Credit Hedge Fund Analyst/careers/cmmc-analyst
Carl Marks Management Company invests in middle market distressed, stressed, and special situations credit opportunities, with a strong performance record since 1987.
- Head of Fundraising and Business Development/careers/cmmc-head-of-fundraising-and-business-development
- Human Resources/hr
Team
6 pages- Advisory Services people/people-advisory-services
- Carl Marks & Co. People/people
- Carl Marks Management Company people/people-carl-marks-management
- CM Equity Partners people/people-cm-equity-partners
About
6 pages- 1925/history/1925
Founded by Carl Marks, with about $6,000 of initial capital, as the nation’s first foreign securities trader Carl Marks & Co., Principal Investing and Advisory Services
- 1963/history/1961
Begins to add other investing businesses, starting with venture capital Carl Marks & Co., Principal Investing and Advisory Services
- 1963/history/1961-2
Starts one of the nation’s first Small Business Investment Corporations (SBICs), CMNY Capital Co., Inc., to make debt and equity investments in small businesses Carl Marks & Co., Principal Investing and Advisory Services
- 1975/history/1975
Completes one of the first leveraged buyouts (LBOs), starting a trend followed by Wall Street for decades Carl Marks & Co., Principal Investing and Advisory Services
Contact
6 pages- Contact Carl Marks & Co./contact
- Contact Carl Marks Management Company/contact-cm-management-company
Carl Marks Management Company 900 Third Avenue, Suite 1400 New York, NY 10022 Tel: 212-909-8400 cmmc.ir@cmmanagementco.com Carl Marks & Co., Principal Investing and Advisory Services
- Contact Carl Marks Real Estate Group/contact-cm-real-estate
Robert Speer Carl Marks Real Estate Group 900 Third Avenue, 33rd Floor New York, NY 10022-4775 Tel: 212-909-8400 Fax: 212-980-0625 rspeer@carlmarks.com Carl Marks & Co., Principal Investing and Advisory Services
- Contact CM Equity Partners/contact-cm-equity
Daniel Colón, Jr. CM Equity Partners 900 Third Avenue, 33rd Floor New York, NY 10022-4775 Tel: 212-909-8445 Fax: 212-829-0553 dcolon@cmequity.com EXTERNAL SITE> =
Homepage
1 page- Homepage/
Founded in 1925 by Carl Marks, the firm specializes in merchant banking, creating value through strategic investing and advisory services.
Privacy
1 page- Privacy/privacy