Overview » CARL MARKS & CO. Principal Investing and Advisory Services

Founded in 1925, Carl Marks & Co. is one of the investment community’s most experienced merchant banks. Through four generations, family-owned and -operated Carl Marks has created value through clear thinking, creative advice, skillful execution and uncompromised integrity.

Today, Carl Marks is a platform for a range of investment and advisory businesses. Each business is distinct. The synergies among them enhance their professionals’ knowledge, perspective and deal flow, creating a whole greater than the sum of its parts. Its primary areas of operation are:

Advisory Services Carl Marks Advisors is an investment bank that provides financial and operational financial services. LEARN MORE >

Credit Investments Carl Marks Management Company primarily invests in debt securities of middle-market companies on behalf of endowment funds, foundations and high net worth individuals. LEARN MORE >

Real Estate Carl Marks Real Estate Group is an opportunistic and value-added real estate investment manager. LEARN MORE >

Private Equity CM Equity Partners provides growth capital, funds management buyouts and supports recapitalizations in the Federal services and aerospace & defense sectors. LEARN MORE >

Private Equity Stone-Goff Partners acquires and builds companies primarily in the consumer and services sectors. LEARN MORE >

Opportunities for Emerging Managers Carl Marks continues to incubate promising investment managers across asset classes. LEARN MORE >