Insights

Market Focus Carl Marks Advisors specializes in providing investment banking, turnaround, and restructuring services to middle-market companies across diverse industries, presenting potential sales opportunities with organizations navigating complex transitions or seeking strategic financial advisory support.

High-Value Transactions With over 1,000 completed transactions and deep industry expertise, CMA targets firms involved in significant growth, restructuring, or sale processes, indicating a ready market for premium advisory services during critical corporate lifecycle events.

Technology Engagement Utilizing advanced tools like Microsoft Clarity and WordPress, CMA demonstrates modern digital engagement, suggesting opportunities to introduce digital marketing solutions, data analytics, and CRM enhancements to further boost client acquisition and communication.

Regulatory & Competitive Trends Recent investigations into major corporations by regulators like the CMA reveal a heightened emphasis on compliance and competitive intelligence, opening doors for CMA to offer specialized advisory or consulting services to clients facing similar regulatory scrutiny or market competition challenges.

Growth & Expansion Given CMA’s consistent presence in news involving major financial and corporate transactions, there is a strong potential to develop tailored sales pitches around strategic expansion, M&A advisory, and restructuring support for firms aiming to strengthen their market position or navigate complex regulatory environments.

Similar companies to CMA

CMA Tech Stack

CMA uses 8 technology products and services including Microsoft Advertising, Microsoft Clarity, Babel, and more. Explore CMA's tech stack below.

Microsoft Advertising
Advertising
Microsoft Clarity
Analytics
Babel
Development
Font Awesome
Font Scripts
Select2
Javascript Libraries
imagesLoaded
Javascript Libraries
Pardot
Marketing
Priority Hints
Performance

Media & News

CMA's Email Address Formats

CMA uses at least 2 format(s):

CMA Email Formats	Example	Percentage
FLast@carlmarks.com	JDoe@carlmarks.com	90%
First.Last@carlmarks.com	John.Doe@carlmarks.com	4%
LFirst@carlmarks.com	DJohn@carlmarks.com	3%
FirstLast@carlmarks.com	JohnDoe@carlmarks.com	3%

Frequently Asked Questions

Where is CMA's headquarters located?

CMA'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 CMA's phone number?

You can contact CMA'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 CMA's stock symbol?

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

What is CMA's official website and social media links?

CMA's official website is thecmagroup.com and has social profiles on LinkedIn.

What is CMA's NAICS code?

CMA's NAICS code is 52 - Finance and Insurance.

How many employees does CMA have currently?

As of May 2026, CMA has approximately 86 employees across 2 continents, including North AmericaEurope. Key team members include Cro - Chemicals: P. K.Partner: J. K.Managing Partner: E. T.. Explore CMA's employee directory with LeadIQ.

What industry does CMA belong to?

CMA operates in the Financial Services industry.

What technology does CMA use?

CMA's tech stack includes Microsoft AdvertisingMicrosoft ClarityBabelFont AwesomeSelect2imagesLoadedPardotPriority Hints.

What is CMA's email format?

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

When was CMA founded?

CMA was founded in 1991.

CMA

Q: What is CMA's official website and social media links?

CMA's official website is thecmagroup.com. CMA has social profiles on LinkedIn.

Q: How many employees does CMA have currently?

CMA has approximately 86 employees.

Q: What technology does CMA use?

CMA's tech stack includes RSS, Dynamic Conditions, Salesforce, Open Graph, jQuery Migrate.

Q: What is CMA's NAICS code?

CMA's NAICS code is 52 (Finance and Insurance).

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.