Carl Marks Advisory Group LLC

900 Third Avenue, 33rd Floor,
New York, New York 10022-4775
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.


M&A Advisory Summary

Buyside vs Sellside

Year '19 '20 '21 '22 '23 '24 T
Buyside (0.2/yr) - - - 1 - - 1
Sellside (0.6/yr) 2 1 1 1 - - 5
  6

Most Recent

Target Company Date Value Type
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
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Sector Experience

Sector # Value
Construction Sign-up to View
Consumer Products Sign-up to View
Food Sign-up to View
Healthcare Services Sign-up to View
Information Technology Sign-up to View
Manufacturing Sign-up to View
Total Sign-up to View

Geo Experience

State/Country # Value
United States Sign-up to View
Total Sign-up to View

Transaction Type Experience

Type # Value
Add-on Acquisition Sign-up to View
Total Sign-up to View

Top M&A Clients

Corporate (6) Deals
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1
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1
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1