CMA

Highly Engaged Employees

The CMA Group, also known as Carl Marks Advisors, is a middle-market investment bank headquartered in New York that provides financial and operational advisory services to companies across diverse industries. The firm specializes in serving family-owned and closely held businesses, offering expertise in mergers and acquisitions, turnaround and rest... ructuring, capital raising, majority recapitalizations, and strategic advisory services throughout North America and internationally. CMA operates through its affiliated entity Carl Marks Securities LLC and focuses on advising both public and privately held companies, working closely with management teams, boards of directors, equity sponsors, and creditor groups across the capital structure. The firm brings decades of middle-market transaction experience and positions business owners to pursue transactions with their priorities clearly defined, whether facing an unsolicited offer, seeking growth capital, or navigating family transitions. CMA serves key industry sectors including industrial technology, consumer products, business services, healthcare, and oil and gas, with team members bringing extensive cross-border and complex transaction experience including balance sheet restructurings and international engagements. The firm's professionals combine operational leadership experience with transaction expertise, with many having owned, operated, and sold their own businesses, bringing an owner's mindset to client engagements. Led by Managing Partner Evan Tomaskovic, who serves as Chief Executive Officer of Carl Marks Securities LLC and brings over 30 years of investment banking experience, the team includes seasoned advisors with backgrounds spanning financial restructuring, interim management, turnaround leadership, and industry-specific expertise. CMA emphasizes a personalized approach to client relationships, offering collaborative leadership and delivering value-maximizing outcomes for middle-market companies navigating complex financial and operational challenges.Read More