Carl Marks Securities

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

900 3rd Ave Fl 33, New York City, New Yo...

Phone Number

(212) 909-8400

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Carl Marks Securities

Carl Marks Securities LLC is an investment bank that specializes in helping middle market companies raise debt and equity capital through private placements and executing mergers and acquisitions. The firm combines the expertise of seasoned bankers from top Wall Street firms with practical experience from partners who have owned and operated businesses. They provide personalized service, guiding clients through transactions from preparation to closing with a hands-on approach. Their focus is on delivering successful outcomes by navigating complex issues and identifying optimal solutions for their clients.Explore more
Carl Marks Securities's Social MediaPopular SearchesCarl Marks Securities LLCCarl Marks & CoCarl Marks SecuritiesSIC Code 62,621NAICS Code 52,523Show more

Carl Marks Securities Org Chart

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JR
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Chief Compliance Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Carl Marks Securities

<$5M
11-50
Private
-
-
JR
John RobertsChief Compliance Officer
$6.9M
11-50
Private
-
1999
MH
Marcus HenschenManaging Director
$6.6M
1-10
Private
-
2009
N/A
$5.7M
11-50
Private
-
2015
N/A
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2001
HT
Henry TowAssociate
<$5M
1-10
Private
-
2018
SM
Sean MirzabegianInvestment Banking Partner
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Carl Marks Securities is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Carl Marks Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Carl Marks Securities.

Carl Marks Securities Tech Stack

A closer look at the technologies used by Carl Marks Securities

Carl Marks Securities News & Media

  • Carl Marks Securities Guides Gulf Coast Scientific Through Sale to SSI Diagnostica

    NEW YORK--(BUSINESS WIRE)--Carl Marks Securities, an affiliate of middle market investment bank Carl Marks Advisors, announced that it has successfully advised Gulf Coast Scientific (“Gulf Coast” or the “Company”), an industry-leading developer, manufacturer, and distributor of cost effective, non-invasive diagnostic medical tests, on its sale to SSI Diagnostica Group (“SSID”), a global leading developer and manufacturer of specialized infectious disease diagnostic solutions. Founded over 25 ye
  • Carl Marks Securities Successfully Advises Kewaunee Scientific Corporation on $55 Million Acquisition of Nu Aire

    NEW YORK--(BUSINESS WIRE)--Carl Marks Securities, an affiliate of middle market investment bank Carl Marks Advisors, today announced that it has successfully advised Kewaunee Scientific Corporation (“Kewaunee”), a global leader in the design, manufacture, and installation of laboratory, healthcare, and technical furniture products, on its acquisition of Nu Aire, a Minneapolis-based manufacturer of equipment for a diverse range of laboratory and pharmacy environments. Founded in 1906 and headqua
  • Carl Marks Securities Advises on Successful $190 Million Recapitalization of JDC Power Systems with Madison River Capital

    NEW YORK--(BUSINESS WIRE)--Carl Marks Securities, an affiliate of middle market investment bank Carl Marks Advisors, today announced that it has successfully guided JDC Power Systems (“JDC” or “the Company”), an industry-leading provider of mission critical power solutions to the data center market, through a $190 million recapitalization of the Company with private equity firm Madison River Capital. JDC’s co-founders, Rick Corbin and Joe Mastromonaco, will continue as significant owners of JDC
  • Carl Marks Securities Announces Appointment of Chief Compliance Officer

    NEW YORK--(BUSINESS WIRE)--Carl Marks Securities, the broker-dealer affiliate of Carl Marks Advisors, a leading investment bank offering financial and operational advisory services to middle-market companies, announced today the appointment of Jon Roberts as Chief Compliance Officer. Roberts will lead CMS's compliance arm as it evolves to meet increasing regulatory expectations. "Jon is crucial to our ongoing efforts to strengthen our compliance management," said Evan Tomaskovic, Chief Executiv
  • Carl Marks Securities Completes Sale of Colonial Distributing, Inc. to National Convenience Distributors

    NEW YORK & TAMPA, Fla.--(BUSINESS WIRE)--Carl Marks Securities LLC, an affiliate of middle market investment bank Carl Marks Advisors (together “Carl Marks”), today announced that it has successfully guided Colonial Distributing, Inc., a leading distributor supplying convenience stores across Florida, on its merger into National Convenience Distributors, a major East Coast C-store warehouse and distribution network serving customers from Maine to Virginia. Financial terms of the deal were not d
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Frequently Asked Questions Regarding Carl Marks Securities

What is Carl Marks Securities's official website?
Carl Marks Securities's official website is www.carlmarkssecurities.com
What is Carl Marks Securities's Revenue?
Carl Marks Securities's revenue is <$5 Million
What is Carl Marks Securities's SIC code?
Carl Marks Securities's SIC: 62,621
What is Carl Marks Securities's NAICS code?
Carl Marks Securities's NAICS: 52,523
How many employees does Carl Marks Securities have?
Carl Marks Securities has 11-50 employees
What industry does Carl Marks Securities belong to?
Carl Marks Securities is in the industry of: Finance, Securities Trading
What is Carl Marks Securities competition?
Carl Marks Securities top competitors include: PPAC Advisors, Morgan Kingston Advisors, Lane Capital Markets, W Partners
What technology does Carl Marks Securities use?
Some of the popular technologies that Carl Marks Securities uses are: WordPress.org, PHP, Google Font API, YouTube
How do I contact Carl Marks Securities?
Carl Marks Securities contact info: Phone number: (212) 909-8400 Website: www.carlmarkssecurities.com
What does Carl Marks Securities do?

Carl Marks Securities LLC is an investment bank that specializes in helping middle market companies raise debt and equity capital through private placements and executing mergers and acquisitions. The firm combines the expertise of seasoned bankers from top Wall Street firms with practical experience from partners who have owned and operated busine... sses. They provide personalized service, guiding clients through transactions from preparation to closing with a hands-on approach. Their focus is on delivering successful outcomes by navigating complex issues and identifying optimal solutions for their clients.Read More

What are Carl Marks Securities social media links?
Carl Marks Securities Linkedin page
Is Carl Marks Securities a public company?
Carl Marks Securities is private company therefore does not currently have an official ticker symbol
See more information about Carl Marks Securities

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