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Carl Marks Advisors history
Carl Marks Advisors company history timeline
1992: Launched CM Equity Partners, a generalist private equity business that transitioned its focus to United States Federal services contractors and aerospace & defense.
1992: Carl Marks Consulting Group was formed when the firm saw an entrepreneurial opportunity to create a business that could provide consulting services to help turn around distressed companies.
2001: Carl Marks Capital Advisors was created when the firm identified the opportunity to address the investment banking and transactional opportunities that arose as they conducted successful turnaround projects.
2006: Carl Marks Capital Advisors and Carl Marks Consulting Group combined to form Carl Marks Advisory Group LLC – a vital resource providing integrated, end-to-end financial and operational advisory services, with expertise in turnarounds, restructurings, and investment banking transactions.
2007: Formed Carl Marks Securities LLC to provide clients with financial advisory services related to private placement of debt and equity capital.
2014: Carl Marks Advisory Group LLC rebranded to Carl Marks Advisors with a new tagline “Driving Success Through Change and Growth”.
© 2022 Carl Marks & Co.
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