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Carl Marks Advisors Ranked Among Top Investment Banks and Firm’s Professionals Named Top Investment Bankers

NEW YORK – January 8, 2014 – Carl Marks Advisory Group LLC, a leading consulting and investment banking advisor to middle-market companies, today announced that it has been ranked as a top U.S. investment bank, and its leaders have been honored among the top investment bankers, by The Deal Pipeline’s 2013 Bankruptcy League Tables throughout the first three quarters of the year. In the third quarter, the firm was ranked as a Top Investment Bank by volume in the U.S. and Christopher Wu, a partner at the firm, was ranked second among the…READ MORE >
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November 2007 (New York) – Carl Marks & Co. LP, a family-owned investment firm focusing on corporate revitalization, investment banking and principal investing, has purchased a minority interest in Capital Counsel LLC, a registered investment advisory firm, based in New York. Founded in 1999, Capital Counsel manages concentrated portfolios for individuals, families, foundations and endowments. The firm has prospered by building long-term relationships with its clients which span several generations.  Assets under management exceed $1 billion. F Randall Smith, president and co-founder of Capital Counsel, said, “We believe having Carl Marks as an…READ MORE >