Insights

Growth opportunities Mid-market focus with extensive deal experience and a long track record positions CMA to pursue advisory roles in mergers, acquisitions, and restructurings as companies navigate growth, transitions, and financial stress.

Operational value CMA emphasizes hands-on, owner’s perspective and ongoing involvement across the lifecycle, highlighting opportunities to sell or recapitalize where operational improvements and strategic clarity can unlock value.

Financial health With revenue in the tens of millions and a specialized services portfolio, CMA can target mid-market firms seeking interim turnaround, restructuring, or advisory support during rapid change or distress.

Technology footprint Utilizing a modern tech stack including CRM and analytics tools signals readiness to engage digitally with prospective clients, enabling targeted outreach, market intelligence, and measurable engagement.

Strategic partnerships CMA’s senior-led, industry-expert model presents a compelling value proposition for lenders, boards, and private equity backed firms seeking trusted strategic counsel during complex transactions.

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
  • Google Fonts API
    Font Scripts
  • core-js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Pardot
    Marketing
  • Priority Hints
    Performance

Media & News

CMA's Email Address Formats

CMA uses at least 2 format(s):
CMA Email FormatsExamplePercentage
FLast@carlmarks.comJDoe@carlmarks.com
90%
First.Last@carlmarks.comJohn.Doe@carlmarks.com
4%
LFirst@carlmarks.comDJohn@carlmarks.com
3%
FirstLast@carlmarks.comJohnDoe@carlmarks.com
3%

Frequently Asked Questions

What is CMA's phone number?

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You can contact CMA'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 CMA's stock symbol?

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

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

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

What is CMA's NAICS code?

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

How many employees does CMA have currently?

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As of July 2026, CMA has approximately 88 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Cro - Chemicals: P. K.Director: A. H.Investment Banking Associate, M&a: N. P.. Explore CMA's employee directory with LeadIQ.

What industry does CMA belong to?

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CMA operates in the Financial Services industry.

What technology does CMA use?

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CMA's tech stack includes Microsoft AdvertisingMicrosoft ClarityBabelGoogle Fonts APIcore-jsjQueryPardotPriority Hints.

What is CMA's email format?

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

When was CMA founded?

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CMA was founded in 1991.
CMA logo

CMA

Financial ServicesNew York, United States51-200 Employees

CMA is a New York City, New York-based financial services firm offering 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 positioned as a dependable partner for high-stakes situations. The firm works closely with owners, management teams, lenders, and boards to navigate periods of growth, complexity, and transition, guided by senior professionals with deep transactional, operational, and industry expertise. CMA, formerly Carl Marks Advisors, serves as a hands-on adviser across the full lifecycle of a situation. It operates in the financial services industry with a focus on the middle market, and it remains actively involved to drive value creation, operational improvement, and strategic clarity that support long-term resilience.

Section iconCompany Overview

Phone number
Stock Symbol
CMA
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    CMA's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    CMA's revenue is estimated to be in the range of $50M$100M

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