900 Third Avenue, 33rd Floor,
New York, New York 10022
United States
(212) 909-8400
www.carlmarksadvisors.com
jkrattiger@carlmarks.com
Carl Marks Advisory Group LLC is a principal investing and financial advisory firm focused on serving middle-market companies. The Firm's practice areas include corporate finance, investment banking, healthcare advisory, Valuation, financial restructuring, and real estate advisory services. The Firm’s sector experience includes consumer products, education, financial services, healthcare, life sciences, media, oil and gas, business services, renewable energy, retail, and communications. Formed in 1991, Carl Marks Advisory Group is the corporate restructuring and investment banking arm of Carl Marks & Co. and is based in New York.
| Year | ≤ '19 | '20 | '21 | '22 | '23 | '24 | T |
|---|---|---|---|---|---|---|---|
| Buyside (0.2/yr) | - | - | - | 1 | - | - | 1 |
| Sellside (0.8/yr) | 2 | 1 | 1 | 1 | - | 1 | 6 |
| 7 | |||||||
| Target Company | Date | Value | Type |
|---|---|---|---|
| Sign-up to View | 2024-07-10 | 190M USD | Electrical Equipment |
| Sign-up to View | 2022-12-19 | - | Healthcare Services |
| Sign-up to View | 2022-03-08 | - | Manufacturing |
| Sign-up to View | 2021-02-02 | - | Information Technology |
| Sign-up to View | 2020-08-19 | - | Consumer Products |
| Sign-up to View | 2019-02-04 | - | Construction |
| Sign-up to View | 2014-05-05 | - | Food |
| View All >> | |||
| Sector | # | Value | |
|---|---|---|---|
| Electrical Equipment | Sign-up to View | ||
| Healthcare Services | Sign-up to View | ||
| Information Technology | Sign-up to View | ||
| Manufacturing | Sign-up to View | ||
| Construction | Sign-up to View | ||
| Consumer Products | Sign-up to View | ||
| Food | Sign-up to View | ||
| Total | Sign-up to View | ||
| State/Country | # | Value | |
|---|---|---|---|
| United States | Sign-up to View | ||
| New York | Sign-up to View | ||
| Total | Sign-up to View | ||
| Type | # | Value | |
|---|---|---|---|
| Add-on Acquisition | Sign-up to View | ||
| Recapitalization | Sign-up to View | ||
| Total | Sign-up to View | ||
| Corporate (7) | Deals |
|---|---|
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
|
Sign-up to View |
1 |
| Value | # | TOTAL |
|---|---|---|
| $100M to $1B | Sign-up to View | |
| < $100M | Sign-up to View | |
| TOTAL | Sign-up to View | |
| Largest |
JDC Power Systems, Inc. $190M (2024-07-10) |
|
