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Insights

Long-standing Expertise With a history dating back to 1925, Carl Marks & Co. has established itself as a highly experienced merchant bank, positioning it as a trusted partner for sophisticated investment and advisory services in the financial industry.

Diverse Investment Platform The company's multi-faceted structure spans advisory, distressed investments, private equity, and real estate, creating cross-sector synergy that can be leveraged for comprehensive financial solutions and tailored investment opportunities.

Growth Potential Operating within the mid-market segment with revenue estimates between 25 and 50 million dollars, Carl Marks presents opportunities for partnership and expansion in niche investment areas with room for strategic growth initiatives.

Tech Integration Utilizing advanced tools like Cloudflare, WP Engine, and JSON-LD indicates a focus on digital efficiency and secure online presence, suggesting potential for technology-driven financial services and data solutions.

Market Positioning Compared to larger peers with thousands of employees, Carl Marks’s smaller scale offers personalized service delivery and agility, ideal for targeting clients seeking bespoke investment management and advisory services.

Carl Marks & Co. Tech Stack

Carl Marks & Co. uses 8 technology products and services including W3 Total Cache, Cloudflare, RSS, and more. Explore Carl Marks & Co.'s tech stack below.

  • W3 Total Cache
    Caching
  • Cloudflare
    Content Management System
  • RSS
    Content Management System
  • Open Graph
    Content Management System
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • WP Engine
    Platform As A Service
  • PHP
    Programming Languages

Media & News

Carl Marks & Co.'s Email Address Formats

Carl Marks & Co. uses at least 1 format(s):
Carl Marks & Co. Email FormatsExamplePercentage
FLast@carlmarks.comJDoe@carlmarks.com
91%
First.Last@carlmarks.comJohn.Doe@carlmarks.com
3%
LFirst@carlmarks.comDJohn@carlmarks.com
3%
FirstLast@carlmarks.comJohnDoe@carlmarks.com
3%

Frequently Asked Questions

What is Carl Marks & Co.'s phone number?

Minus sign iconPlus sign icon You can contact Carl Marks & Co.'s main corporate office by phone at
+1-212-421-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Carl Marks & Co.'s official website and social media links?

Minus sign iconPlus sign iconCarl Marks & Co.'s official website is carlmarks.com and has social profiles on LinkedIn.

What is Carl Marks & Co.'s NAICS code?

Minus sign iconPlus sign iconCarl Marks & Co.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Carl Marks & Co. have currently?

Minus sign iconPlus sign iconAs of December 2025, Carl Marks & Co. has approximately 91 employees across 2 continents, including North AmericaEurope. Key team members include Cfo: B. S.Chief Operating Officer: K. B.Chief Compliance Officer: D. R.. Explore Carl Marks & Co.'s employee directory with LeadIQ.

What industry does Carl Marks & Co. belong to?

Minus sign iconPlus sign iconCarl Marks & Co. operates in the Investment Management industry.

What technology does Carl Marks & Co. use?

Minus sign iconPlus sign iconCarl Marks & Co.'s tech stack includes W3 Total CacheCloudflareRSSOpen GraphFont AwesomeJSON-LDWP EnginePHP.

What is Carl Marks & Co.'s email format?

Minus sign iconPlus sign iconCarl Marks & Co.'s email format typically follows the pattern of FLast@carlmarks.com. Find more Carl Marks & Co. email formats with LeadIQ.

When was Carl Marks & Co. founded?

Minus sign iconPlus sign iconCarl Marks & Co. was founded in 1925.

Carl Marks & Co.

Investment ManagementNew York, United States51-200 Employees

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)
- Distressed Investments (Carl Marks Management Company)
- Private Equity (CM Equity Partners)
- Private Equity (Stone-Goff Partners)
- Real Estate (Carl Marks Real Estate Group)

In addition, Carl Marks continues to incubate promising investment managers across asset classes.

Section iconCompany Overview

Phone number
+1-212-421-****
Website
carlmarks.com
NAICS Code
5239 - Other Financial Investment Activities
Founded
1925
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Carl Marks & Co.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Carl Marks & Co.'s revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    B. S.
    Cfo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Chief Finance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. K.
    Vice President And Controller
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. R.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. R.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. W.
    Interim President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Gso Senior Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Partner
    Phone icon
    Mobile Phone

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