Insights

Expanding Leadership Recent high-profile hires and promotions, including the addition of a Vice President and appointment of a Managing Director to the Board of Trustees, demonstrate the company's commitment to strengthening leadership and expanding its advisory capabilities, which may lead to increased demand for specialized financial and operational consulting services.

Award-Winning Expertise The company has received multiple industry awards, such as the M&A Advisor Awards and the Americas M&A Atlas Awards, highlighting its recognized excellence in restructuring and turnaround deals, positioning it as a prime candidate for partnerships or consultancy services that leverage their award-winning approach.

Market Focus Operating within the middle-market segment with a revenue range of 50 to 100 million dollars, Carl Marks Advisors presents an opportunity to offer tailored financial solutions, technology enhancements, or investment products designed specifically for mid-sized companies seeking strategic growth or restructuring support.

Technology Stack Leveraging diverse digital tools including Microsoft Advertising and WordPress suggests openness to digital engagement and innovative solutions, indicating potential interest in technology-based service offerings, including client engagement platforms, data analytics, or marketing automation to bolster their advisory outreach.

Competitive Positioning With a relatively small team of 51 to 200 employees, Carl Marks Advisors is positioned as a specialized boutique advisory firm, offering opportunities to provide niche services such as advanced financial analytics, bespoke operational strategies, or scalable solutions that complement their personalized, hands-on approach.

Similar companies to CMA

CMA Tech Stack

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

Microsoft Advertising
Advertising
Linkedin Insight Tag
Analytics
Babel
Development
Google Fonts API
Font Scripts
jQuery Migrate
Javascript Libraries
imagesLoaded
Javascript Libraries
Modernizr
Javascript Libraries
WPBakery
Page Builders

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	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 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 March 2026, CMA has approximately 74 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 AdvertisingLinkedin Insight TagBabelGoogle Fonts APIjQuery MigrateimagesLoadedModernizrWPBakery.

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 74 employees.

Q: What technology does CMA use?

CMA's tech stack includes MySQL, Salesforce, jQuery, JetEngine, PHP.

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.