Insights

Market Expertise CMA's extensive experience in middle-market investment banking and restructuring positions it as a trusted partner for companies seeking strategic growth, operational improvement, or financial restructuring, opening opportunities for advisory services in these growth phases.

Competitive Engagements Recent investigations and settlements involving major corporations like Taylor Wimpey and Getty Images indicate CMA's active role in high-profile regulatory and competitive analysis, suggesting potential demand for advisory services related to compliance, market strategies, and crisis management.

Financial Focus With a revenue range of 50 to 100 million dollars and a focused client base, CMA presents an opportunity to tailor scalable solutions for similar mid-sized firms looking to enhance their financial health and navigate complex market environments.

Industry Trends Current news involving regulatory scrutiny of data-sharing and market conduct highlights a growing need for strategic risk management and regulatory compliance services, which CMA can support given its deep industry understanding.

Digital Presence CMA's utilization of diverse digital tools and platforms indicates an openness to innovative client engagement and marketing strategies, creating potential for technology-driven service offerings such as data analytics, digital transformation, and client outreach solutions.

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 FormatsExamplePercentage
FLast@carlmarks.comJDoe@carlmarks.com
86%
First.Last@carlmarks.comJohn.Doe@carlmarks.com
4%
LFirst@carlmarks.comDJohn@carlmarks.com
3%
FirstLast@carlmarks.comJohnDoe@carlmarks.com
2%
FiLast@carlmarks.comJoDoe@carlmarks.com
2%
First@carlmarks.comJohn@carlmarks.com
2%
Last@carlmarks.comDoe@carlmarks.com
1%

Frequently Asked Questions

Where is Carl Marks Advisors's headquarters located?

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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?

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You can contact Carl Marks Advisors's main corporate office by phone at . 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 stock symbol?

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Carl Marks Advisors is a publicly traded company; the company's stock symbol is CMA.

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

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

What is Carl Marks Advisors's NAICS code?

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

How many employees does Carl Marks Advisors have currently?

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As of April 2026, Carl Marks Advisors has approximately 78 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?

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Carl Marks Advisors operates in the Financial Services industry.

What technology does Carl Marks Advisors use?

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

What is Carl Marks Advisors's email format?

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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?

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Carl Marks Advisors was founded in 1991.

Carl Marks Advisors

Financial ServicesNew York, United States51-200 Employees

CMA (formerly Carl Marks Advisors) provides Investment Banking and Turnaround and Restructuring advisory services to middle-market companies and their stakeholders. With more than three decades of experience and over 1,000 completed transactions, CMA is a trusted partner when the stakes are high.

We work side-by-side with owners, management teams, lenders, and boards to navigate periods of growth, complexity, and transition. Led by senior professionals with deep transactional, operational, and industry expertise, each engagement benefits from a hands-on, owner’s perspective. CMA remains actively involved throughout the full lifecycle of a situation, driving value creation, operational improvement, and strategic clarity to position businesses for long-term success.

Section iconCompany Overview

Headquarters
900 Third Avenue New York, New York 10022 United States
Phone number
Stock Symbol
CMA
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    Carl Marks Advisors's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Carl Marks Advisors's revenue is estimated to be in the range of $50M$100M

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