Insights

Market Leadership Carl Marks Advisors is a well-established middle-market investment bank with a revenue range of 50 to 100 million dollars, positioning it as a key player in financial and operational advisory services targeting mid-sized companies.

Industry Recognition The firm has received multiple prestigious awards including M&A Advisor awards for professional services and restructuring deals, highlighting its strong reputation and success in transaction execution, which can attract clients seeking award-winning expertise.

Leadership Expansion Recent hires of senior professionals and partner promotions demonstrate active growth and leadership development, offering opportunities to connect with high-level decision-makers involved in strategic initiatives.

Digital Presence An updated website and a tech stack involving Microsoft advertising and analytics tools reflect an investment in digital engagement, which could provide avenues for targeted outreach and online marketing collaborations.

Growth Opportunities As the firm continues to expand its client base and enhance its service offerings, there is potential to target similar middle-market firms and distressed companies in need of financial and operational turnaround advice.

Similar companies to Carl Marks Advisors

Carl Marks Advisors Tech Stack

Carl Marks Advisors uses 8 technology products and services including Microsoft Advertising, Microsoft Clarity, WordPress, and more. Explore Carl Marks Advisors's tech stack below.

Microsoft Advertising
Advertising
Microsoft Clarity
Analytics
WordPress
Content Management System
jQuery
Javascript Libraries
GoDaddy
Web Hosting
Gravity Forms
Web Platform Extensions
jQuery Waypoints
Web Tools And Plugins
JetEngine
Wordpress Plugins

Media & News

Carl Marks Advisors's Email Address Formats

Carl Marks Advisors uses at least 2 format(s):

Carl Marks Advisors Email Formats	Example	Percentage
FLast@carlmarks.com	JDoe@carlmarks.com	86%
First.Last@carlmarks.com	John.Doe@carlmarks.com	4%
LFirst@carlmarks.com	DJohn@carlmarks.com	3%
FirstLast@carlmarks.com	JohnDoe@carlmarks.com	2%
FiLast@carlmarks.com	JoDoe@carlmarks.com	2%
First@carlmarks.com	John@carlmarks.com	2%
Last@carlmarks.com	Doe@carlmarks.com	1%

Frequently Asked Questions

Where is Carl Marks Advisors's headquarters located?

Carl Marks Advisors's main headquarters is located at 900 Third Avenue New York, New York 10022 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Carl Marks Advisors's phone number?

You can contact Carl Marks Advisors's main corporate office by phone at

+1-212-909-****

. 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 Advisors's official website and social media links?

Carl Marks Advisors's official website is thecmagroup.com and has social profiles on LinkedIn.

What is Carl Marks Advisors's NAICS code?

Carl Marks Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Carl Marks Advisors have currently?

As of February 2026, Carl Marks Advisors has approximately 55 employees across 2 continents, including North AmericaEurope. Key team members include Cro - Chemicals: P. K.Partner: J. K.Managing Partner: E. T.. Explore Carl Marks Advisors's employee directory with LeadIQ.

What industry does Carl Marks Advisors belong to?

Carl Marks Advisors operates in the Financial Services industry.

What technology does Carl Marks Advisors use?

Carl Marks Advisors's tech stack includes Microsoft AdvertisingMicrosoft ClarityWordPressjQueryGoDaddyGravity FormsjQuery WaypointsJetEngine.

What is Carl Marks Advisors's email format?

Carl Marks Advisors's email format typically follows the pattern of FLast@carlmarks.com. Find more Carl Marks Advisors email formats with LeadIQ.

When was Carl Marks Advisors founded?

Carl Marks Advisors was founded in 1991.

Carl Marks Advisors

Q: What is Carl Marks Advisors's official website and social media links?

Carl Marks Advisors's official website is thecmagroup.com. Carl Marks Advisors has social profiles on LinkedIn.

Q: How many employees does Carl Marks Advisors have currently?

Carl Marks Advisors has approximately 55 employees.

Q: What technology does Carl Marks Advisors use?

Carl Marks Advisors's tech stack includes MySQL, Salesforce, jQuery, JetEngine, PHP.

Financial ServicesNew York, United States51-200 Employees

CMA is an investment bank that provides financial and operational advisory services. We are a collaborative partner delivering effective and durable results for our clients – whether they need solutions to complex problems or help navigating transition and growth. Our proactive, persistent approach breaks through roadblocks, identifies a viable path forward, and creates the alignment and momentum needed to achieve successful outcomes.

At CMA, we custom build integrated service teams for each client, uniting operational, transactional, and industry expertise to create effective solutions in even the most challenging situations. Our senior professionals are hands-on leaders who collaborate with clients to develop and implement improvement initiatives while enabling management teams to focus on running their businesses.